At a Glance
- Tasks: Assist clients with enquiries and deliver top-notch customer service in a fast-paced environment.
- Company: Join a leading Investment Services team in Manchester with a focus on professional growth.
- Benefits: Competitive pay, supportive team culture, and opportunities for career advancement.
- Other info: Embrace diversity and inclusion in a workplace that celebrates unique talents.
- Why this job: Kickstart your career in a dynamic role that values your customer service skills.
- Qualifications: Customer service experience is preferred; a willingness to learn is essential.
The predicted salary is between 21.83 - 21.83 £ per hour.
- Client Services Representative - Investment Services
- Pay Rate: £21.83 per hour
- About the Opportunity
We are seeking motivated and customer-focused individuals to join a leading Investment Services team as a Client Services Representative.
This role offers the opportunity to build a career within a professional, regulated environment while delivering high-quality support to clients and shareholders.
You will be the first point of contact for a wide range of client enquiries, helping to resolve issues, provide guidance, and deliver an excellent customer experience.
This is a fast-paced role that requires strong communication skills, attention to detail, and a proactive approach to problem-solving.
We welcome applications from individuals with customer service experience across a range of sectors.
Experience within Financial Services, Banking, Investments, Insurance, Pensions, or another regulated environment would be advantageous but is not essential.
We are equally interested in individuals who demonstrate a strong work ethic, a willingness to learn, and the ability to thrive in a professional client-facing environment.
Key Responsibilities
- Respond to client and shareholder enquiries via telephone, email, web chat, and written correspondence.
- Deliver a high standard of customer service while working within service and quality expectations.
- Handle account-related queries and investigate issues through to resolution.
- Accurately process client instructions in line with regulatory requirements and established procedures.
- Manage both straightforward and complex enquiries, taking ownership from initial contact through to completion.
- Maintain accurate records and documentation.
- Prioritise and manage workloads effectively to ensure timely client outcomes.
- Escalate matters appropriately while retaining responsibility for follow-up and resolution.
- Contribute to continuous improvement initiatives that enhance service quality and efficiency.
- Work collaboratively with colleagues across the business to support client and operational objectives.
About You
We are looking for individuals who
- Have previous experience in a customer service, client service, contact centre, or customer support environment.
- Communicate confidently and professionally, both verbally and in writing.
- Enjoy helping customers and take pride in delivering excellent service.
- Demonstrate strong problem-solving skills and attention to detail.
- Can manage multiple priorities in a structured and organised manner.
- Are comfortable working in a performance-focused environment with defined service standards.
- Show initiative, accountability, and a positive attitude towards learning.
- Are adaptable and able to absorb new information quickly.
- Have experience working within Financial Services, Banking, Investments, Insurance, Pensions, or another regulated environment (desirable but not essential).
What We're Looking For
Success in this role is not solely determined by industry experience. We are particularly interested in individuals who demonstrate:
- A genuine interest in building a career within a professional services environment.
- Strong customer service skills and a customer-first mindset.
- Resilience and professionalism when handling complex enquiries.
- The ability to learn new products, processes, and systems quickly.
- A positive, proactive, and solutions-focused approach.
- Diversity & Inclusion
Pontoon Solutions is an employment consultancy.
We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace.
We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more.
We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
Please note: Any offer of employment will be subject to the appropriate right-to-work, referencing, and background screening requirements relevant to the position
Client Services Representative - Investment Services in Ringway employer: Pontoon
Join a forward-thinking organisation in Warwick that values innovation and collaboration, offering a hybrid work model that promotes work-life balance. As a Strategic Comms & Engagement Lead, you'll thrive in a supportive environment that prioritises employee growth through continuous learning opportunities and a culture of open communication. With a commitment to enhancing the visibility of Asset Management, you'll be part of a dynamic team that encourages creativity and strategic thinking, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Representative - Investment Services in Ringway
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Pontoon. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Pontoon before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Services Representative - Investment Services in Ringway
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Pontoon:Your cover letter is your chance to shine! Tell us why you want to work at Pontoon specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Pontoon!
How to prepare for a job interview at Pontoon
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
