AJ Bell
FinTech
DealingServicesAgent
Neural analysis suggests this role is
optimal for entry candidates.
“Dealing Services Agent at AJ Bell. Skills: Customer service, Dealing services, Investing. Support customers by phone, email and secure message. Help customers place and execute trades”
Industry & Context.
40 hours per week, Varied shift patterns, Monday to Friday 8am–9pm, Includes some bank holidays
What They're Looking For.
Must Have
Minimum of 5 GCSEs grades 9–4 (A–C or equivalent), including Maths and English, Excellent customer service skills, Professional and confident telephone manner, Competent with Microsoft Word, Excel and Outlook, Ability to work under pressure, Ability to meet deadlines
Nice to Have
Previous financial services/dealing experience
What You'll Do.
Support customers by phone
email and secure message
Help customers place and execute trades
Deliver a high level of customer service
Carry out activity in line with service level
Carry out activity in line with compliance policies
How You'll Work.
Team & Collaboration
Working together; Building connections
Communication Scope
Written communication; Verbal communication
Full Job Description
Our Dealing Services team is expanding! At AJ Bell, we're in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stock market and other investments, and our Dealing Services team is there to support them every step of the way. Are you interested in investing, trading, or the stock market? Whether you’re already knowledgeable, have experience in financial services, or simply have a strong curiosity and willingness to learn, this could be the role for you. We’re looking to recruit hardworking, customer-centric individuals to join our Dealing Services team, where you will play a key role in providing our award-winning service to our customers. We have big growth plans with multiple opportunities available. Inductions will take place for these roles fortnightly. What does the job involve? Our Dealing Services Agents support customers by phone, email and secure message, helping them place and execute trades while delivering a high level of customer service at all times. You’ll handle inbound calls and respond to emails, ensuring all activity is carried out in line with service level agreements and compliance policies. You’ll receive a comprehensive structured training programme and ongoing support to build your knowledge, confidence and expertise in dealing services and investing. Career development is something we pride ourselves on at AJ Bell, and when the time is right, we’ll support you to take the next step. We also offer paid study support for professional qualifications. What we're looking for: * A genuine interest in investing, trading, or financial markets, experience is helpful but not essential Minimum of 5 GCSEs grades 9–4 (A–C or equivalent), including Maths and English * Excellent customer service skills with a professional and confident telephone manner * Strong communication skills, both written and verbal * Competent with Microsoft Word, Excel and Outlook * Ability to work under pressure and meet dead
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