Customer Services Agent

AJ Bell
09 Jul 2017
08 Aug 2017
Contract Type
Full Time
Customer Services Agent 

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 YouInvest (AJBYI) is part of AJ Bell - one of the largest providers of online investment platforms and stockbroker services in the UK. Working as part of the AJBYI Customer Services Team, based in Manchester, you will work as part of the larger AJBYI customer support function to ensure the highest level of customer service is provided, and that all service level agreements are met. You will be responsible for providing front line customer support by phone, email and secure message. 

Position: Customer Services Agent 
Location: Exchange Quay, Manchester 
Job Type: Full Time, Permanent 
Hours: Monday to Friday 8.45am – 5.15pm 
Salary: up to £21k + bonus + study support + benefits 
Benefits: 22 days holiday increasing to 29 days with length of service, plus bank holidays; Discretionary bi-annual bonus; Contributory pension scheme; Paid study support; Enhanced maternity / paternity scheme and childcare vouchers; Holiday buy / sell scheme; Free social events; Free gym and classes. 

About the role: 

They would love to hear from applicants who have existing pensions experience or those with customer service or administration experience who want to build a career in the Financial Services Industry. 

For hard working individuals, there are excellent career development opportunities available. 


- Answer calls and written enquiries in accordance with agreed service levels. 
- Deliver the AJ Bell brand experience in a consistent manner. 
- Co-operate with all other teams to ensure efficient operating processes and a positive customer experience. 
- Comply with FCA regulations at all times, applying the principles of Treating the Customer Fairly in all customer interactions. 
- Take ownership of customer queries and see through to resolution. 
- Provide support to the Management Team as required. 

About you: 

- You will hold a minimum of 5 GCSE Grades A-C, including Maths and English (or equivalent). 
- Strong written and verbal communication skills. Good numeracy and problem-solving skills. 
- A track record of strong customer service skills and administration experience, ideally gained within financial services. 
- Confident with IT, including Outlook, Word and Excel. 
- Awareness of HMRC rules relating to pensions. 

You may have experience of the following: Customer Services Agent, Customer Services Advisor, Customer Service Assistant, Call Centre Adviser, Contact Centre Advisor 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