Customer Service Administrator

AJ Bell Management Limited; Manchester; Hybrid; GBP 24,000 - 29,000; Full time

Job summary

AJ Bell Management Limited seeks articulate and hardworking individuals for its Client Servicing Administration teams in Manchester. You will play a vital role in delivering top-notch service, managing customer requests, and transactions while enjoying excellent career development opportunities in a hybrid working environment.

Benefits

Starting salary of £24,720

25 days holiday entitlement

Matched pension contributions up to 6%

Discretionary bonus scheme

Health Cash Plan

Free on-site gym

Personal development programmes

Enhanced maternity and paternity leave

Qualifications

• GCSEs including Maths and English are required.
• Strong communication skills are crucial.
• Experience in financial services is desirable.

Responsibilities

• Process customer requests and handle financial transactions.
• Produce letters and emails while maintaining accurate records.
• Resolve customer queries via phone and email.

Skills

Numerical ability

Communication skills

Competent IT skills

Education

Minimum 5 GCSE's grades 9-4 (A*-C)

Job description

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 rolesfortnightly.

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 equivalentincluding 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 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 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 £24,720
• 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
• Freeon-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.