Client Services Representative – Transfer Agency (Manchester)

About the role

This is a contact‑centre position within a regulated financial‑services environment, based in Manchester. You will be the first point of contact for shareholders, handling enquiries across phone, email, web‑chat and written correspondence.

Key responsibilities

• Respond to shareholder enquiries and provide accurate information on accounts, trades and statements.
• Execute telephone trades in line with client instructions and internal procedures.
• Investigate and resolve account discrepancies and open cases.
• Escalate complex issues while maintaining ownership of the case.
• Deliver high‑quality service in a target‑driven, regulated setting.

Required profile

• Previous experience in a contact‑centre or financial‑services customer support role.
• Comfortable working in a phone‑focused environment with high call volumes.
• Strong written and verbal communication skills.
• Attention to detail and ability to work under pressure to meet targets.
• Willingness to work four days onsite in Manchester and one rotating remote day.

Required skills

• Proficiency in handling multi‑channel communications (phone, email, web‑chat).
• Understanding of transfer‑agency processes and shareholder services.

What we offer

• 12‑month fixed‑term contract with the possibility of extension.
• Hybrid working model – 4 days onsite, 1 day remote.
• Structured four‑week training programme in transfer agency.
• Competitive hourly rate of £25.11 (including holiday pay).