Customer Service Administrator (Financial Services)

AJ Bell
£16000 - £19000/annum
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
Customer Service Administrator (Financial Services) 

Looking to develop a career with an award-winning business in the financial services industry? AJ Bell could have just the opportunity for you. 

AJ Bell is one of the largest providers of low cost online investment platforms and stockbroker services in the UK, with assets under administration exceeding £36.3 billion and more than 152,400 clients. Their award-winning products include Self-Invested Personal Pensions (SIPP), ISAs and Dealing Accounts. 

Position: Customer Service Administrator (Financial Services) 
Location: Exchange Quay, Manchester 
Job Type: Full Time, Permanent 
Hours: Monday to Friday 8.45am – 5.15pm 
Salary: £16-19k + bonus + study support + benefits 

About the role: 

As a Customer Service Administrator, you`ll play a key role in providing their award-winning service to their customers. This is a great opportunity to build a customer service career, where you'll have the support and training you need to go further. 


- Day to day administration of their products, including any enquiries received by phone, email and post. 
- Processing your workload in accordance with procedures, external, internal compliance, regulatory requirements and product rules. 
- Processing client requests and documentation, ensuring the smooth running of administrative services to meet with internal and external service level agreements. 
- Handling financial transactions using internal systems and external online banking systems to manage the daily flow of payments. 
- Developing a knowledge and understanding of AJ Bell services and products, continually considering the FCA`s principles of treating customers fairly. 
- Maintaining accurate records on paper and electronically using databases and other client systems. 

About you: 

- You will hold a minimum of 5 GCSE Grades A-C, including Maths and English (or equivalent). 
- Strong communication skills, written and verbal. 
- A track record of strong customer service skills and experience. 
- Ability to organise, prioritise and meet deadlines. 
- Good numeracy and problem-solving skills. 
- Confident with IT, including Outlook, Word and Excel. 
- An open and flexible approach to change and innovation. 
- Support and share knowledge with your colleagues to work effectively as a team. 

In return you can expect a friendly, supportive work environment with the opportunity to progress your career through professional examinations and ongoing training, development and coaching. There is an active programme of social events throughout the year which are open to all employees. Working hours are Monday to Friday 8.45am – 5.15pm. 

You may have experience of the following: Customer Service Administrator, Financial Services, Pensions Administration, Contact Centre, Banking Services, Credit Controller, Call Centre, Customer Services, Chartered Insurance Institute, Claims Handler, Finance Administrator etc. 

This vacancy is being advertised by EasyWeb Recruitment, the UK`s leading Online Recruitment Agency. The services advertised by EasyWeb Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications