At a Glance
- Tasks: Support clients with shareholder enquiries and investment services through various communication channels.
- Company: Join a leading financial services firm in Manchester with a dynamic team.
- Benefits: Competitive pay, structured training, and hybrid working options.
- Other info: Enjoy a supportive training programme and opportunities for career growth.
- Why this job: Gain valuable experience in a regulated environment while helping clients resolve their queries.
- Qualifications: Experience in customer service or contact centre roles is preferred.
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
You’ll act 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
If you’re immediately available or on short notice and comfortable with a phone-based contact centre role, please message me directly or send your CV to: mdhas@atriumglobal.com
Client Services Representative employer: Atrium
Atrium is an excellent employer that fosters a collaborative and innovative work culture, making it an ideal place for a Global Labelling Specialist. Employees benefit from ongoing professional development opportunities and the chance to work on cutting-edge labelling projects in the UK, ensuring both personal growth and meaningful contributions to the industry. With a focus on compliance and teamwork, Atrium provides a supportive environment where your expertise in regulatory labelling can truly shine.
