Customer Service Representative - Investment Services

Location: City Centre, Manchester - 5 days onsite - Reducing to 4 days after training
Contract Type: Temporary 12 months

Salary -31,500 + Paid Overtime

Full Time Hours

Start dates in January 2027

Are you passionate about delivering outstanding client service in the financial sector? Do you thrive in a dynamic environment where your expertise can shine? Our client, a leading financial institution, is seeking a Client Services Representative to join their team in the vibrant City Centre of Manchester. This is a fantastic opportunity to contribute to a growing organisation known for its commitment to excellence and innovation in investment services.

Key Responsibilities:

• Serve as the primary point of contact for clients, providing exceptional service and support regarding their investment inquiries.
• Assist clients with account setup, maintenance, and transaction processing to ensure a seamless experience.
• Collaborate with internal teams to resolve client issues promptly and effectively.
• Maintain an in-depth understanding of investment products and services to offer tailored solutions to clients.
• Proactively communicate updates and market insights to clients, enhancing their engagement and satisfaction.
• Document client interactions and maintain accurate records in the CRM system for compliance and reporting purposes.

What Our Client Offers:

• A vibrant and supportive work environment in the heart of Manchester.
• Opportunities for professional growth and development within the financial services sector.
• Competitive remuneration package tailored to attract top talent.
• A chance to work with a diverse clientele and a dynamic team that values collaboration and innovation.

Ideal Candidate Profile:

• Previous experience in client services, preferably within the financial or investment services sector is beneficial but not essential as full training will be provided
• Strong communication skills, both verbal and written, with the ability to build rapport with clients.
• A proactive and positive approach to problem-solving, with a keen eye for detail.
• Ability to work effectively in a fast-paced environment while managing multiple priorities.
• Proficiency in CRM software and Microsoft Office Suite.

Why Manchester?

Known for its rich industrial heritage and vibrant culture, Manchester offers a unique blend of modern city life and historic charm. With an array of restaurants, shops, and cultural attractions, the City Centre provides an exciting backdrop for both work and leisure.

If you are ready to take on a rewarding role that combines client interaction with the dynamic world of investment services, this opportunity may be for you!

How to Apply:

If you believe you have the skills and enthusiasm to succeed as a Client Services Representative, please submit your CV detailing your relevant experience.

Our client is eager to meet candidates who are ready to make a positive impact and contribute to their mission of delivering unparalleled investment services. Don''t miss out on this chance to elevate your career in a thriving financial institution!

Take the next step in your career and apply today! Your future in the financial sector awaits!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

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