AJ Bell
Financial Services
CustomerServiceAdministrator
Neural analysis suggests this role is
optimal for entry candidates.
“Customer Service Administrator at AJ Bell. Skills: Customer service, Administration, Financial transactions. Process customer requests. Handle financial transactions”
Industry & Context.
Resolve customer queries
What They're Looking For.
Must Have
Minimum of 5 GCSE's grades 9-4 (A-C) or equivalent including Maths and English, Excellent numerical ability, Competent IT skills including experience working with Excel
Nice to Have
Experience of financial services, or a keen interest in it, is desirable
What You'll Do.
Process customer requests
Handle financial transactions
Produce letters and emails
Work efficiently with internal systems
Maintain accurate records on databases
Resolve customer queries via phone and email
How You'll Work.
Team & Collaboration
Internal systems; Databases
Communication Scope
Written communication; Verbal communication
Full Job Description
We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams on part time basis, 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. Inductions will take place for these roles on a 3-weekly basis. We are looking for part time staff to work a minimum of 20 hours a week. 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 AJ Bell AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures. We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer * Starting salary of £25,400 (pro rata) * 25 days holiday, increasing
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