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Asset Servicing Team Lead

2 months ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Lead Our Dealing Services Team

We're seeking an experienced leader to join our Dealing Services Team as a Team Leader. As a key member of our team, you'll be responsible for providing leadership and direction to your team, ensuring we achieve specific team objectives and deliver an excellent customer experience.

Key Responsibilities:
  • Manage inbound telephony for AJ Bell products
  • Ensure all complaints are communicated in line with agreed processes
  • Ensure FCA regulations are complied with at all times
  • Ensure internal and group service level agreements (SLAs) are met in full
  • Investigate and resolve queries/issues by liaising with areas of the business ensuring standards and timelines are met
  • Produce and deliver monthly MI to track service levels
  • Manage and develop staff to ensure consistent quality of client service
Requirements:
  • Experience within an equity and collectives trading environment
  • Minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and English
  • Knowledge of shares and unit trusts
  • Specific technical working knowledge of a telephony contact centre environment
  • Sound knowledge of telephony services, call management and service level environments
  • Excellent oral and written communications
  • Experience in the leadership and development of others
  • Problem solving and decision making skills
  • Strong organisational and prioritisation skills

AJ Bell is a leading investment platform business in the UK, offering a range of solutions for professional financial advisers and DIY investors. We have 491,000 customers using our award-winning platform propositions to manage assets totalling over £76.1 billion. Our customers trust us with their investments, and we aim to help them achieve their financial goals.

We're committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees. 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.

What We Offer:
  • Generous holiday allowance of 26 days, increasing up to 31 days with service, plus bank holidays
  • Casual dress code
  • Discretionary bi-annual bonus
  • Contributory pension scheme
  • Buy as you earn share scheme
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • On-site gym and personal trainer led classes
  • Free social events