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
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Representative in Manchester
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Atrium Workforce Solutions Ltd.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Atrium Workforce Solutions Ltd might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Services Representative in Manchester
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Atrium Workforce Solutions Ltd will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Atrium Workforce Solutions Ltd. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Atrium Workforce Solutions Ltd confidence in your short-term commitment to the role.
How to prepare for a job interview at Atrium Workforce Solutions Ltd
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Atrium Workforce Solutions Ltd.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Atrium Workforce Solutions Ltd that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
