Customer Service Administrator

AJ Bell Management Limited; Manchester; Hybrid; GBP 25,000; Full time

Job summary

An established industry player is seeking dedicated individuals to enhance their Client Servicing Administration teams. This role offers a unique opportunity to contribute to a growing company renowned for its award-winning customer service. You will be responsible for processing customer requests, handling financial transactions, and maintaining accurate records while working in a supportive and collaborative environment. With excellent career development opportunities and a commitment to employee well-being, this position is perfect for those looking to thrive in the financial services sector. Join a team that values teamwork and personal growth, and help shape the future of investment services.

Benefits

Starting salary of £24,720

25 days holiday entitlement

Pension schemes with matched contributions

Discretionary bonus scheme

Health Cash Plan

Discounted private healthcare

Free on-site gym

Personal development programmes

Enhanced parental leave

Casual dress code

Qualifications

• Minimum of 5 GCSE's including Maths and English required.
• Strong numerical and communication skills are essential.

Responsibilities

• Process customer requests and handle financial transactions.
• Maintain accurate records and resolve customer queries.

Skills

Numerical ability

Communication skills

IT skills

Ability to work under pressure

Education

5 GCSE's grades 9-4 (A*-C) including Maths and English

Tools

Excel

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 hardworking 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, 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 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.
• 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.