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Contract

Investment Operations (Client Services / Transfer Agent Roles)

Atrium Workforce Solutions Ltd
Manchester
money-bag £21.83 Hourly
Posted: 29 June 2026 (Yesterday)
Closing date: 29 July 2026
Ref: 3130143475

Contract Role - Investment Operations (Client Services / Transfer Agent Roles) - Manchester/Hybrid - 06 months initial - Inside IR35 PAYERole Overview:Job Title: Investment Operations - Client Services / Transfer Agent Roles x 6Location: Hybrid - 4 days onsite per week in ManchesterContract 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 companyAssists 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 AgentThe Associate will work collaboratively with internal ..... full job details .....

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