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- Tasks: Join our team to provide award-winning customer service and support financial transactions.
- Company: AJ Bell, a fast-growing investment platform with a friendly culture.
- Benefits: Starting salary of £25,400 - £27,400, 25+ days holiday, and health perks.
- Why this job: Kickstart your career in a dynamic environment with excellent growth opportunities.
- Qualifications: 5 GCSEs including Maths and English; strong communication and IT skills.
- Other info: Enjoy a hybrid working model and a vibrant social calendar.
The predicted salary is between 20400 - 23400 £ per year.
We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available.
We have big growth plans with multiple opportunities available across a variety of teams and inductions will take place for these roles fortnightly.
Working in our Exchange Quay, Manchester office day to day responsibilities include processing customer requests, handling financial transactions, producing letters and emails, working efficiently with our internal systems and maintaining accurate records on our databases and resolving customer queries via phone and email.
Knowledge & Experience
- You will have a minimum of 5 GCSE\’s grades 9-4 (A*-C) or equivalent including Maths and English.
- Excellent numerical ability
- Strong communication skills, both written and verbal.
- Competent IT skills including experience working with Excel
- Ability to work to deadlines and under pressure, at times unsupervised
- Experience of financial services, or a keen interest in it, is desirable
About us
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK\’s \’Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Our perks and benefits
- Starting salary of £25,400 (depending on financial services experience)
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That\’s why we offer a hybrid working model, where you\’ll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we\’d love to speak to you.
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Customer Services Administrator employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Services Administrator
✨Tip Number 1
Get to know the company! Research AJ Bell and understand their values, services, and culture. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with customers, it's crucial to articulate your thoughts clearly. Try role-playing common customer scenarios with a friend or family member to build your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider knowledge about the company and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows that you're proactive and serious about joining AJ Bell's fantastic team.
We think you need these skills to ace Customer Services Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Services Administrator role. Highlight your relevant skills, like communication and IT abilities, to show us you’re the perfect fit for our team.
Showcase Your Experience: If you've got experience in financial services or customer service, don’t hold back! Share specific examples of how you've handled customer queries or processed transactions to demonstrate your capabilities.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate articulate individuals, so make sure your written communication reflects that by avoiding jargon and being straightforward.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with AJ Bell!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Stuff
Before the interview, make sure you understand AJ Bell's services and values. Familiarise yourself with their award-winning platform and how it caters to different types of investors. This will show your genuine interest in the company and help you answer questions more confidently.
✨Show Off Your Communication Skills
As a Customer Services Administrator, strong communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare examples of how you've effectively resolved customer queries in the past, as this will demonstrate your ability to handle similar situations at AJ Bell.
✨Brush Up on Your IT Skills
Since the role requires competent IT skills, especially with Excel, take some time to refresh your knowledge. Be ready to discuss any relevant experience you have with databases or financial transactions, as this will highlight your capability to manage the day-to-day responsibilities of the job.
✨Prepare for Pressure
The job may involve working under pressure and meeting deadlines. Think of examples from your past experiences where you've successfully managed tight timelines or high-stress situations. This will reassure the interviewers that you can thrive in a fast-paced environment like AJ Bell.
