Client Services Associate - Wealth Services Operations

Client Services Associate – Wealth Services Operations

Duration: 6 months contract

Pay: £25.11/hour

Location: Manchester (hybrid working – 4 days onsite)

We’re seeking a future team member for the role of Associate, Client Service Representative to join our Wealth Services Operations team. This role is located in Manchester.

The organisation’s platform is a dynamic, next-generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at unprecedented scale.

In this role, you’ll make an impact in the following ways:

• 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.