AJ Bell
Financial Services
CustomerServiceAdministrator
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“Customer Service Administrator at AJ Bell. Skills: Customer service, Administration support. Handle communications between customers, third parties, and other. Administer transfer cases”
Industry & Context.
What They're Looking For.
Must Have
Minimum of 5 GCSE's grades 9-4 (A-C) or equivalent including Maths and English, Ability and commitment to deliver excellent customer service skills, Communication skills, both written and verbal, Competent IT skills, including Word, Excel and Outlook, Ability to work to deadlines and under pressure, at times unsupervised
What You'll Do.
Handle communications between customers
Administer transfer cases
Maintain accurate records on databases
Monitor progress of cases
Produce letters and emails
Work efficiently with internal systems
How You'll Work.
Communication Scope
Written communication; Verbal communication
Full Job Description
We're now looking to extra support across a number of our teams within our Customer Services area. If you're immediately available and looking to gain experience in the financial services this could be a great opportunity for you! The purpose of the role is to provide administration support for transfers in processes across our product offering. Responsibilities include: * Handling communications between customers, third parties, and other business areas etc. * Administering transfer cases. * Maintaining accurate records on our databases and consistently monitoring the progress of cases. * Producing letters and emails. * Working efficiently with internal systems . Knowledge & Experience: You will have a minimum of 5 GCSE's grades 9-4 (A-C) or equivalent including Maths and English. * Ability and commitment to deliver excellent customer service skills * Strong communication skills, both written and verbal. * Competent IT skills, including Word, Excel and Outlook. * Ability to work to deadlines and under pressure, at times unsupervised About us: 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. 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: * £25,400 annual salary (pro-rata) * Generous holiday allowance plus bank holidays * Casual dress code * On-site gy
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