At a Glance
- Tasks: Be the go-to person for shareholder queries via phone, email, and chat.
- Company: Join a leading investment services firm with a dynamic team.
- Benefits: Earn £25.11 per hour, enjoy hybrid work, and gain valuable experience.
- Other info: Fast-paced environment with opportunities for growth and development.
- Why this job: Make a real difference by helping clients navigate their investments.
- Qualifications: Strong communication skills and a knack for problem-solving.
The predicted salary is between 25.11 - 25.11 £ per hour.
Contract Role - Client Services Representative (Investment Services) - Contact Centre - Manchester/Hybrid - 12 months initial - Inside IR35
Role Overview:
- Location: Hybrid - 4 days onsite per week in Manchester
- Weekly rotating shifts between 8:30am and 6:00pm
- Contract Duration: 12 months initial
- Rate: £25.11 per hour (inclusive of holiday pay)
Key Responsibilities:
- Act as the primary point of contact for shareholder enquiries across phone, email, web chat, and written correspondence. The role is predominantly phone based, with time split between live client interaction and independent case investigation.
- Deliver a consistently high quality service in a fast paced environment, managing client conversations confidently while working to demanding productivity and quality targets.
- Execute telephone trades accurately and efficiently, strictly in line with client instructions, regulatory requirements, and documented procedures.
- Handle both straightforward and complex shareholder queries, providing clear, confident technical support and taking ownership of issues through to resolution.
- Investigate discrepancies and errors on shareholder accounts and statements, applying sound judgement, attention to detail, and structured problem solving.
Client Services Representative (Investment Services) employer: Atrium Workforce Solutions UK Limited
Atrium Global is an exceptional employer, offering a dynamic work environment in the financial services sector with opportunities for professional growth and development. With a hybrid working model in vibrant cities like Leeds, Edinburgh, Halifax, or Manchester, employees benefit from a supportive culture that values expertise and collaboration, while enjoying competitive compensation and the chance to work on critical projects within a specialist Mainframe Middleware team.
Contact Details:
Atrium Workforce Solutions UK Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Representative (Investment Services)
✨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.
✨Utilise Temp Agencies Specialised in Finance
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 UK Limited.
✨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 UK Limited 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 (Investment Services)
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 UK Limited 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 UK Limited. 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 UK Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at Atrium Workforce Solutions UK Limited
✨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 UK Limited.
✨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 UK Limited 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.
