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.

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.

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