Customer Services Administrator - Start a Finance Career

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

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