Client Relations Associate
3 days ago
We are seeking a highly motivated and articulate individual to join our Customer Account Team as a Client Relations Assistant. In this role, you will play a key part in delivering our award-winning service to our customers, driving new business growth, and increasing retention for our AJ Bell product.
Key Responsibilities- Proactively and reactively engage with existing and prospective customers to drive new business growth and increase retention.
- Work collaboratively with the team to achieve sales targets and provide exceptional customer service.
- Develop and maintain strong relationships with customers, understanding their needs and preferences.
- Utilize strong communication and interpersonal skills to build trust and rapport with customers.
- Stay up-to-date with industry trends and developments to provide expert advice and guidance to customers.
- Minimum of 5 GCSEs grades A*-C (or equivalent) including Maths and English.
- Excellent customer service skills and ability to work in a fast-paced environment.
- Strong communication and interpersonal skills, with the ability to build rapport with customers.
- Competent IT skills, including Word, Excel, and Outlook.
- Ability to work to deadlines and under pressure, at times unsupervised.
AJ Bell is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that cater to everyone, from professional financial advisers to DIY investors. We have 491,000 customers using our platform propositions to manage assets totaling over £76 billion. Our customers trust us with their investments, and we aim to help even more people take control of their financial futures.
We offer a range of benefits, including a generous holiday allowance, casual dress code, discretionary bi-annual bonus, contributory pension scheme, and more. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees.
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Manchester, United Kingdom AJ Bell Management Limited Full time{"About Us": "At AJ Bell Management Limited, we're committed to providing an exceptional customer experience. Our award-winning platform propositions cater to everyone, from professional financial advisers to DIY investors. With 491,000 customers and over £76 billion in assets, we're one of the fastest-growing investment platform businesses in the UK.",...
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Client Relations Associate
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Manchester, United Kingdom AJ Bell Management Limited Full time{"About Us": "At AJ Bell Management Limited, we're committed to providing an exceptional customer experience. Our award-winning platform propositions cater to everyone, from professional financial advisers to DIY investors. With 491,000 customers and over £76 billion in assets, we're one of the fastest-growing investment platform businesses in the UK.",...
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Manchester, United Kingdom AJ Bell Management Limited Full time{"title": "Client Relations Assistant", "description": "About the RoleWe are seeking a highly motivated and articulate individual to join our Customer Account Team as a Client Relations Assistant. In this role, you will play a key part in delivering our award-winning service to our customers, driving new business growth, and increasing retention for our AJ...
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Manchester, United Kingdom AJ Bell Management Limited Full time{"title": "Client Relations Assistant", "description": "About the RoleWe are seeking a highly motivated and articulate individual to join our Customer Account Team as a Client Relations Assistant. In this role, you will play a key part in delivering our award-winning service to our customers, driving new business growth, and increasing retention for our AJ...
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