Customer Retention Specialist

2 weeks ago


Salford, Salford, United Kingdom AJ Bell Management Limited Full time

We are now looking to recruit hardworking, articulate individuals to join our Customer Account Team, 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.

The purpose of this role is to work within a team focusing on proactive and reactive outreach to existing/prospective customers in a bid to drive new business growth and increase retention for the AJ Bell product. The role is predominantly retention-based, so involves; building positive relationships with customers, analysing accounts, identifying opportunities, working cohesively alongside internal stakeholders and offering tailored solutions to meet customer needs. Whilst retention is the key aspect of the role, other responsibilities involve; increasing unfunded account conversions, assisting the team with offers fulfilment for our various special offers, contributing towards inflows lead generation and attending marketing events to engage with existing/prospective customers and promote the AJ Bell brand.

Competence, Knowledge or Skills:

  • You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English
  • Ability and commitment to deliver excellent customer service skills
  • Strong communication skills, both written and verbal.
  • Competent IT skills, including Word, Excel and Outlook.
  • 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 491,000 customers using our award-winning platform propositions to manage assets totalling more than £76.1 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 1200 employees and have been named one of the UK's 'Best 100 Companies to Work For' forfive consecutive years.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

In return for your hard work you will be entitled to:

  • Generous holiday allowance of 25days, increasing up to 31days with service, plus bank holidays
  • Casual dress code
  • Discretionary bi-annual bonus
  • Contributory pension scheme
  • Buy as you earn share scheme
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • On-site gym and personal trainer led classes
  • Free social events and more

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.

#J-18808-Ljbffr
  • Retention Manager

    2 weeks ago


    Salford, Salford, United Kingdom Orchard Agency Full time

    Retention Manager£65k-75kManchester M50 2STThe Job...Reporting to the Head of Retention & Loyalty, you'll be responsible for identifying, targeting, and influencing user behaviour to increase player retention and profitability, using your strong experience of customer retention marketing principals withinthe gaming sector. It's a full-time role, with...


  • Salford, Salford, United Kingdom RRG Group Full time

    RRG GroupBrief outline of the role:The Customer Experience Specialist is responsible for contacting existing RRG customers, principally by phone, at various points during vehicle ownership. This is to maintain a strong and long-standing relationship, and, importantly, it is to ensure that customers return to RRG when they are ready to consider changing their...


  • Salford, Salford, United Kingdom RRG Group Full time

    RRG GroupOpportunity at RRG Group - Customer Relationship Executive£22,000 basic salary plus bonus (£30,000 OTE) + Company BenefitsThe Customer Relationship Executive is responsible for contacting existing RRG customers, principally by phone, at various points during vehicle ownership. In part, this is to maintain a strong and long-standing relationship,...


  • Salford, Salford, United Kingdom Salford City College Full time

    Retention Improvement OfficerReference:SCCG2718 | Closing Date: 12/04/2024 | Interview Date:W/C 22/04/2024Salary:£21,886. (Pro rata salary £15,761)Contract Type: Permanent, Term Time Only (39 weeks) | Hours per Week: 29.25 | Location:City Skills, Lissadel Street, Salford, M6 6APAbout the RoleAn exciting opportunity has arisen for an outstanding individual...


  • Salford, Salford, United Kingdom Pearson Full time

    We'd like to hear from you if you have a background in Customer Service or the skills to demonstrate you can offer outstanding service to our customers. We're looking for people who will thrive working as part of a team. You'll be comfortable speaking with multiple departments and show the initiative and confidence to work independently when needed.You'll be...


  • Salford, Salford, United Kingdom Pearson Full time

    The TeamOur Customer Services team in Manchester is made up of 80 friendly, hardworking, and customer focused colleagues. We support schools, colleges & learners in the UK and internationally to deliver our globally recognised qualifications.Main purpose/objectives of the role:Who are we looking for? We'd like to hear from you if you have a background in...


  • Salford, Salford, United Kingdom Pearson Full time

    The TeamOur Customer Services team in Manchester is made up of 8 friendly, hardworking, and customer-focused colleagues. We are also part of 2 other International hubs in Singapore and India delivering our globally recognized qualifications.We also work alongside and support Schools and Colleagues in the UK.Who are we looking for?We'd like to hear from you...


  • Salford, Salford, United Kingdom Walters People Full time

    Are you ready to take charge of credit management and contribute to the financial success of a market-leading community services company? Look no further I'm seeking a skilled Credit Control Specialist to join our team in Manchester for an exciting 6-month project.As a Credit Control Specialist, you'll play a crucial role in ensuring that our company...


  • Salford, Salford, United Kingdom The Growth Company Full time

    Do you understand the importance of work and the vital role it can play in the lives of those with health conditions or disabilities?Do you take pride in what you do, and can you think creatively about how different organisations can work together to deliver a better service?Are you happy to talk with employers and help match people into meaningful work?If...


  • Salford, Salford, United Kingdom The Growth Company Full time

    Do you understand the importance of work and the vital role it can play in the lives of those with health conditions or disabilities?Do you take pride in what you do, and can you think creatively about how different organisations can work together to deliver a better service?Are you happy to talk with employers and help match people into meaningful work?If...


  • Salford, Salford, United Kingdom BUPA Global Full time

    Customer Complaints Specialist We are looking for a Customer Complaints Specialist to join our team in a permanent full-time position with hybrid home and office working options available. This is not a fully remote role. At our company, we are dedicated to leading the healthcare insurance market and enhancing wellbeing for all individuals. Investigate...


  • Salford, Salford, United Kingdom Allied Healthcare Full time £27,000

    IPS Employment Specialist Manchester & Salford £27,000 Full-time, Permanent Job Description: We are recruiting for highly motivated IPS Employment Specialists who will deliver intensive support to job seekers and employed customers who have mental health barriers to work across the Manchester and Salford areas. You will work with a caseload of...


  • Salford, Salford, United Kingdom University of Salford Full time

    The University of Salford has a new opportunity for a Specialist Student Adviser to join our team of existing advisers in the Student Support Team. The role of the Specialist Student Adviser is to provide a range of services, including advice and support, to stakeholders including, students, staff and families of current and prospective students. The role...


  • Salford, Salford, United Kingdom University of Salford Full time

    The University of Salford has a new opportunity for a Specialist Student Adviser to join our team of existing advisers in the Student Support Team. The role of the Specialist Student Adviser is to provide a range of services, including advice and support, to stakeholders including, students, staff and families of current and prospective students. The role...


  • Salford, Salford, United Kingdom Bupa Global Full time

    1st Line Support SpecialistJob Description:1st Line IT Support SpecialistBupa Place, 102 The Quays, Salford M50 3SPHybrid, up to 3 days a week working from home£25,000 to £28,000 per annum depending on experienceStaff Bonus + BenefitsFull time hours per week)We make health happen.At Bupa, we're passionate about technology. With colleagues, customers,...


  • Salford, Salford, United Kingdom Moody's Full time

    Moody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply You may be a perfect fit for this role or other open roles. Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions. At...


  • Salford, Salford, United Kingdom Moody's Full time

    Moody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply You may be a perfect fit for this role or other open roles.Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.At...


  • Salford, Salford, United Kingdom Hach Full time

    The Sales Support Specialist is responsible, as part of a team, for providing efficient customer responses handling a busy inbox, delivering accurate sales quotations and prompt follow up to sales leads. Working to increase customer web shop uptake and being an integral part of a positive customer experience delivering sales growth. This role has opportunity...


  • Salford, Salford, United Kingdom Page Personnel Full time

    Retail / E-Commerce head office Excellent business near SalfordAbout Our Client:This business are a very ethical and reputable business who have been established for over 70 years.Working for this business you'll have relationships with colleagues from all departments, work in partnership with the Head of Retail stores and deliver a flawless customer journey...


  • Salford, Salford, United Kingdom AJ Bell Management Limited Full time

    Do you feel positive about taking your first step to a career in the Financial Services industry? AJ Bell is a fast-growing, award-winning business and we could have just the opportunity for you to join the AJ Bell Apprenticeship Academy Our Investment Operations Specialist Apprenticeship Programme (Level 4) is a great opportunity to gain business...