Client Account Support Specialist

2 days ago


Manchester, United Kingdom AJ Bell Management Limited Full time

AJ Bell Management Limited is seeking a highly motivated and experienced individual to fill the role of Senior Customer Account Specialist.

This role involves working closely with the Customer Accounts Team to achieve business objectives, including increasing assets under administration (AUA) inflows, unfunded account conversions, and customer 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 requires excellent communication and problem-solving skills, as well as a polite and professional telephone manner.

An estimated salary of £50,000 - £65,000 per annum.

A degree and/or equivalent experience.

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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