Atrium Workforce Solutions Ltd

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