Senior Customer Relationship Manager
5 days ago
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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