Senior Customer Relationship Manager

5 days ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking a skilled and experienced individual to fill the role of Senior Customer Account Specialist at AJ Bell Management Limited.

This is a customer-facing position that requires excellent communication and problem-solving skills.

Your primary responsibilities will include:

  • Increasing assets under administration (AUA) inflows

  • Unfunded account conversions

  • Customeer retention

You will also be responsible for managing leads effectively through a CRM and providing ongoing assistance to customers throughout the onboarding journey.

This role involves working closely with the London-based Customer Account Team and their Team Leader to achieve business objectives.

An estimated salary of £45,000 - £60,000 per annum.

A degree and/or equivalent experience.

Excellent communication and problem-solving skills.

A polite and professional telephone manner.

Competent with Microsoft Office.

A keen interest in investing/financial markets.

AJ Bell Management Limited offers a wide range of benefits including:

  • Starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
  • Holiday buy and sell scheme.
  • A choice of pension schemes with matched contributions up to 6%.
  • Discretionary bonus scheme.
  • Annual free share awards scheme.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership, with an on-site gym providing a wide range of free classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Charitable giving opportunities through salary sacrifice.
  • A calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more.
  • Ongoing technical training.
  • Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.


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