Investment Support Specialist

4 hours ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking a highly skilled Investment Support Specialist to join our team at AJ Bell Management Limited. In this role, you will be responsible for providing exceptional customer service and support to our clients.

The estimated salary for this position is £24,000 - £28,000 per annum, depending on experience.

Job Description:
  • You will be the first point of contact for our customers, handling inbound calls and emails with professionalism and courtesy.
  • You will have excellent communication skills, both written and verbal, and be able to effectively resolve customer queries and concerns.
  • You will work closely with our Dealing Services Agents to ensure seamless delivery of our services.
Required Skills and Qualifications:
  • You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent, including Maths and English.
  • You will have excellent customer service skills and a polite and professional telephone manner.
  • You will be competent in Microsoft Word, Excel, and Outlook.
Benefits:
  • We offer a comprehensive benefits package, including a starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
  • We also offer a range of other benefits, including a choice of pension schemes, discretionary bonus scheme, and annual free share awards scheme.


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