Client Services Representative - Manchester

Client Services Representative - Manchester

Atrium EMEA are looking for several Client Services Representatives to act as the primary point of contact for shareholder enquiries across phone, email, web chat, and written correspondence. The role is predominantly phone based, with time split between live client interaction and independent case investigation. 4 days onsite in Manchester office and 1 day remote working. PAYE/umbrella
* Deliver a consistently high quality service in a fast paced environment, managing client conversations confidently while working to demanding productivity and quality targets.
* Execute telephone trades accurately and efficiently, strictly in line with client instructions, regulatory requirements, and documented procedures.
* Handle both straightforward and complex shareholder queries, providing clear, confident technical support and taking ownership of issues through to resolution.
* Investigate discrepancies and errors on shareholder accounts and statements, applying sound judgement, attention to detail, and structured problem solving.
* Drive first point of contact resolution wherever possible, escalating only when required and retaining ownership until full closure.
* Proactively manage daily open cases, ensuring timely follow up, accurate outcomes, and strong client experience.
* Take full accountability for the quality, accuracy, and completion of all work, with performance measured across productivity, quality, and client outcomes.
* Operate effectively across multiple management companies, adapting quickly to different processes, products, and service expectations.
* Demonstrate a continuous improvement mindset, identifying opportunities to improve service delivery, efficiency, and client experience.

Essential:
* Experience in a client service or contact centre environment is essential.
* Comfortable operating in a performance driven, regulated environment with clear standards and expectations.
* Confident working independently, managing workload under pressure, and making informed decisions.
* Strong written and verbal communication skills across multiple channels.
* Educated to secondary school level with equivalent experience.
* Any knowledge of experience of Funds, investments, wealth, asset servicing helpful as well as customer service, client servicing or client services.

Click Apply now/contact Lianne to be considered for the Client Services Representative - Manchester role