Client Relations Associate

3 days ago


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

{"h1": "Customer Account Team Member", "p": "We are seeking a skilled and articulate individual to join our Customer Account Team, where you will play a key role in delivering exceptional service to our customers. As a member of our team, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.", "ul": [{"li": "You will work closely with our customers to understand their needs and provide tailored solutions to meet their requirements."}, {"li": "You will be responsible for analysing accounts and identifying opportunities to drive new business growth and increase retention for our products."}, {"li": "You will work collaboratively with internal stakeholders to achieve business objectives and provide excellent customer service."}], "h2": "Key Responsibilities", "p": "Your key responsibilities will include:", "ul": [{"li": "Providing proactive and reactive outreach to existing and prospective customers to drive new business growth and increase retention."}, {"li": "Building positive relationships with customers and identifying opportunities to provide tailored solutions to meet their needs."}, {"li": "Working closely with internal stakeholders to achieve business objectives and provide excellent customer service."}], "h2": "Requirements", "p": "To be successful in this role, you will need:", "ul": [{"li": "A minimum of 5 GCSEs grades A*-C (or equivalent) including Maths and English."}, {"li": "Excellent customer service skills and the ability to deliver exceptional service to our customers."}, {"li": "Competent IT skills, including Word, Excel and Outlook."}, {"li": "Experience of financial services or a keen interest in it."}], "h2": "About Us", "p": "AJ Bell is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that cater 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 over £76 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.", "h2": "What We Offer", "p": "In return for your hard work, you will be entitled to:", "ul": [{"li": "A generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays."}, {"li": "A discretionary bi-annual bonus."}, {"li": "A contributory pension scheme."}, {"li": "A buy as you earn share scheme."}, {"li": "A bike loan."}, {"li": "A season ticket loan portal."}, {"li": "Discounted PMI and Dental."}, {"li": "Free social events and more."}], "h2": "Equality and Diversity", "p": "We are an equal opportunities employer and welcome applications from all qualified candidates. 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.", "h2": "Contact Us", "p": "If you are interested in this role, please contact us at [insert contact details]."}



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