Full job descriptionClient 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.