Client Services Associate - Wealth Services Operations

Client Services Associate - Wealth Services Operations

Duration: 6 months contract

Pay: GBP
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.