Customer Relations Advisor

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Job Overview
AJ Bell Management Limited is a leading investment platform business that offers award-winning solutions for individuals. We strive to make investing easier and help people take control of their financial futures. As a Dealing Services Agent, you will play a pivotal role in providing exceptional customer service and supporting our clients with their investments.

About the Role
We are seeking an experienced professional who can place and execute deals over the phone, respond to queries in a timely and professional manner, and provide excellent customer service. You will work closely with our Dealing Services Teams to ensure our customers receive the best possible service.

Key Responsibilities:
  • Place and execute deals over the phone.
  • Support customers by phone, email, and secure message.
  • Respond to queries in a timely and professional manner.

Requirements:
  • 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
  • Excellent customer service skills.
  • Polite and professional telephone manner.
  • Strong communication skills.
  • Competent with Microsoft Word, Excel, and Outlook.

Salary and Benefits
The estimated salary for this role is £25,000 - £30,000 per annum, depending on experience. We also offer paid study support for professional qualifications and opportunities for career progression.

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