Client Services Representative - Investment Services

Client Services Representative - Investment Services Location: Manchester (4 days per week onsite) Contract: 12 Months 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 en...

Report this job