Investment Operations (Client Services / Transfer Agent Roles)

Contract Role - Investment Operations (Client Services / Transfer Agent Roles) - Manchester/Hybrid - 06 months initial - Inside IR35 PAYE

Role Overview:

• Job Title: Investment Operations - Client Services / Transfer Agent Roles x 6
• Location: Hybrid - 4 days onsite per week in Manchester
• Contract Type: Contract
• Duration: 06 months initial
• Rate: £21.83 per hour + holidays PAYE

• Client Service Representative
• Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
• Responds to client questions on company product features and provides technical assistance for the most complex issues that have been escalated by junior team members.
• Researches and resolves complex operational or client issues. Assists in identifying trends in client issues and proposing solutions.
• Provides status updates on problem resolution and outstanding issues to other teams. Directs inquiries to the appropriate resources at the company
• Assists with process improvement by contributing ideas to improve team efficiency. Coordinates implementation of resulting process changes for the team.

To be successful in this role, we're seeking the following:

• High School/secondary school or the equivalent combination of education and experience is required; Bachelor's degree preferred.
• Experience in financial services operations, wealth operations and client service preferred.

2.Transfers Agent

• The Associate will work collaboratively with internal teams to streamline processes, address client inquiries, and support the seamless execution of transactions, reflecting company's commitment to innovation and growth.
• Manage and maintain transaction processing activities across asset transfer capture and repair.
• Collaborate with operations teams to ensure accurate and timely execution of transactions.
• Address and resolve client inquiries related to transaction processing, ensuring high-quality service delivery.
• Support the development and implementation of process improvements to enhance operational efficiency.

Please feel free to contact myself - Daisy Nguyen at Gibbs Consulting/Atrium UK for a confidential chat to know more details about the role.

Please also note: Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted.