Client Services Representative – Investment Services

About the role

This is a 12‑month contract position within a fast‑paced contact centre supporting shareholders on investment services. The role is hybrid, requiring four days a week on‑site in Manchester, and involves handling enquiries via phone, email, web chat and written correspondence.

Key responsibilities

• Act as the primary point of contact for shareholder enquiries across multiple channels.
• Deliver high‑quality, phone‑based service while meeting productivity and quality targets.
• Execute telephone trades accurately in line with client instructions and regulatory requirements.
• Investigate and resolve discrepancies on shareholder accounts and statements.
• Drive first‑point‑of‑contact resolution and manage open cases to timely closure.
• Adapt quickly to different management companies, processes and products.
• Identify and suggest improvements to service delivery and efficiency.

Required profile

• Experience in a client‑service or contact‑centre environment.
• Comfort working in a regulated, performance‑driven setting.
• Ability to work independently, manage workload under pressure and make informed decisions.
• Strong written and verbal communication skills across multiple channels.
• Education to secondary school level with equivalent experience.

Required skills

What we offer

• 12‑month contract (inside IR35 PAYE).
• Hybrid working – 4 days onsite in Manchester.
• Competitive rate of £25.11 per hour inclusive of holiday pay.
• Opportunity to work across multiple investment service providers.