At a Glance
- Tasks: Support clients with account queries and handle shareholder enquiries via phone, email, and webchat.
- Company: Join a leading financial services firm in Manchester with a dynamic team.
- Benefits: Earn £25.11 per hour, enjoy hybrid work, and receive structured training.
- Other info: Enjoy a supportive environment with opportunities for growth and development.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Previous client service experience and strong communication skills are essential.
The predicted salary is between 25.11 - 25.11 £ per hour.
This is a contact centre role within a regulated financial services environment, supporting shareholder enquiries and investment services activity.
Role details:
- Location: Manchester
- Working pattern: Hybrid - 4 days onsite per week
- Contract: 12 months initial
- Rate: £25.11 per hour including holiday pay / £21.83 PAYE per hour
- Hours: Shift pattern between 8:30am - 6:00pm
- Training: Structured 4-week Transfer Agency training programme
Important to note:
- This is a predominantly phone-based contact centre role.
- You must be comfortable with handling a high volume of shareholder/client calls.
- Working across phone, email, webchat and written correspondence.
- Working 4 days per week onsite in Manchester.
- A rota-based working pattern, including a rotating WFH day.
- Working to quality, productivity and client outcome targets.
- Completing a detailed 4-week training programme.
Once experienced, there may be some off-call casework, but the role should still be viewed as a call-centre-led client services position.
What you'll be doing:
- Acting as a first point of contact for shareholder enquiries, supporting clients with account queries, trade-related requests, case investigations and issue resolution.
Responsibilities include:
- Handling shareholder enquiries across phone, email, webchat and written correspondence.
- Executing telephone trades in line with client instructions and procedures.
- Investigating account and statement discrepancies.
- Managing open cases through to resolution.
- Providing clear, confident and professional client support.
- Working across multiple management companies and processes.
- Escalating issues where required while maintaining ownership.
- Delivering accurate work in a regulated, target-driven environment.
Ideal background:
This role would suit candidates with experience in:
- Contact centre / call centre.
- Financial services customer support.
- Banking customer service.
- Investment platform client services.
- Shareholder services.
- Transfer agency.
- Pensions / wealth / insurance customer support.
- Regulated case handling.
- Payments or account servicing.
Key requirements:
- Previous client service or contact centre experience.
- Comfortable in a phone-based role.
- Strong written and verbal communication skills.
- Good attention to detail.
- Able to work under pressure and meet targets.
- Comfortable working in a regulated environment.
- Able to work 4 days onsite in Manchester.
- Open to a 12-month contract.
Client Services Representative in Manchester employer: Atrium Workforce Solutions Ltd
As a leading player in the investment operations sector, our company offers a dynamic work environment in Manchester that fosters collaboration and innovation. Employees benefit from a supportive culture that prioritises professional growth, with opportunities for skill development and career advancement. The hybrid working model allows for flexibility while maintaining strong team connections, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Atrium Workforce Solutions Ltd Recruitment Team
