Client Services Representative

Client Services Representative - Transfer Agency / Investment Services

Manchester 12-month contract PAYE

This is a contact centre role within a regulated financial services environment, supporting shareholder enquiries and investment services activity.

Role details

Job Title: Client Services Representative - Transfer Agency / Investment Services

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

• Shift patterns between 8:30am and 6:00pm

• 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