Customer Services Administrator

AJ Bell; United States; Hybrid; USD 31,000 - 38,000; Full time

Benefits offered by this job

Starting salary £26,000

25 days' holiday plus bank holidays

6% pension with matched contributions

Discretionary bonus scheme

Share schemes (including free shares)

Job summary

AJ Bell is seeking a Customer Services Administrator to join a Client Servicing team. You’ll help customers with investments, pensions and accounts, handling requests accurately and building knowledge in financial services. Training is provided, and you’ll develop your career across diverse client service areas.

The role is hybrid, with 3-4 days in the office. Prior customer service or admin experience is helpful but not essential, and the company offers an engaging environment with training and

Qualifications

• Minimum 5 GCSEs at grades 9-4 (A*-C) including Maths and English.
• Good numerical ability and attention to detail.
• Strong written and verbal communication skills.
• Competent IT skills, including experience using Excel.
• Ability to organise workload, meet deadlines and work independently.
• Positive attitude and willingness to learn.
• Interest in financial services and helping customers.

Responsibilities

• Process customer requests accurately and efficiently.
• Support customers with investments, pensions and accounts.
• Check information, complete administrative processes and keep records up to date.
• Work with colleagues across AJ Bell to resolve queries and keep things moving.
• Follow processes and controls to ensure customers are supported safely and correctly.
• Learn about financial services and build knowledge as you develop.
• Look for ways to improve how we work and simplify for customers and colleagues.

Skills

Numerical ability

Attention to detail

Communication skills

IT skills including Excel

Time/workload management

Positive attitude

Willingness to learn

Interest in financial services

Education

GCSEs including Maths & English

Tools

Excel

Job description

Job Description

Start your career helping make investing feel good

We're looking for people who want to build a career, learn something new and make a difference to our customers.

As a Customer Services Administrator, you'll join one of our Client Servicing teams, helping customers with the things that matter to them. This could mean supporting investment transfers, processing pension benefits, helping with new business, supporting customers through bereavement, working with SIPP accounts or providing essential business support.

It's a broad role, with opportunities across different teams depending on our business needs, your interests and where your skills could make the biggest difference. Wherever you join, you'll be part of the team helping our customers manage their investments and pensions with confidence.

You don't need previous financial services experience to be successful. We'll give you the training, support and knowledge you need to build your confidence and develop your career from day one.

What you'll be doing

The work will vary depending on the team you join, but you'll be helping us deliver a great experience for our customers by:

• Processing customer requests accurately and efficiently
• Supporting customers with their investments, pensions and accounts
• Checking information, completing administrative processes and keeping records up to date
• Working with colleagues across AJ Bell to resolve queries and keep things moving
• Following processes and controls carefully to make sure customers are supported safely and correctly
• Learning about financial services and building your knowledge as you develop
• Looking for ways to improve how we work and make things simpler for our customers and colleagues

Some teams are more customer-facing, while others are focused on the operational work that happens behind the scenes. In every team, your work will contribute to delivering the service our customers rely on.

What we're looking for

• A minimum of 5 GCSEs at grades 9-4 (A*-C), or equivalent, including Maths and English
• Good numerical ability and attention to detail
• Strong written and verbal communication skills
• Competent IT skills, including experience using Excel
• The ability to organise your workload, meet deadlines and work independently when needed
• A positive attitude and willingness to learn
• An interest in financial services and in helping us deliver a great experience for our customers

Previous experience in financial services, administration or customer service is helpful, but it's not essential. Full training and support will be provided.

Where could this role take you?

This is an opportunity to start building a long-term career at AJ Bell.

With opportunities across a range of Client Servicing teams, you'll have the chance to learn about different areas of our business and develop skills that can take you in many different directions.

You could start in one area and, as your knowledge and experience grow, explore new opportunities across Client Servicing or the wider business.

We're continuing to grow, with multiple opportunities available across our teams, and inductions for new starters taking place every three weeks.

About AJ Bell

At AJ Bell, we believe investing should feel good.

Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, more than 762,000 customers trust us to manage over £121.5 billion in 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 a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

• Starting salary of £26,000, with the potential for a higher starting salary depending on relevant financial services experience
• 25 days' holiday, increasing with service, plus a buy/sell scheme and bank holidays
• 6% pension with matched contributions
• Discretionary bonus scheme
• Share schemes, including free shares and BAYE
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave, subject to qualifying criteria
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events, including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• A friendly and supportive team environment

Our ways of working

At AJ Bell, our people are at the heart of our culture. We believe in building strong connections by working together.

Our Customer Services Administrator roles are hybrid, with 3-4 days per week in the office. For new team members, the first three months are spent full-time in the office. This gives you the opportunity to immerse yourself in the business, build your knowledge and get to know your colleagues as you settle into your role.

Inclusion & diversity

We're committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.

We welcome applications from people of all backgrounds and make hiring decisions based on skills, experience and potential.

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.