We re now looking to recruit a Senior Customer Account Specialist to join our Customer Accounts Team. This role sits within the direct-to-consumer (D2C) Marketing Department and focuses solely on the AJ Bell product. As a Senior, you will support the Customer Accounts Team Leader and Manager in achieving inflow, retention and account conversion targets, whilst upholding our exceptional customer service standards.

What does the job involve?

Join a fast-growing team in the direct-to-consumer (D2C) arm of the business.
This is a customer service based role with a primary focus on:
- Increasing assets under administration (AUA) inflows
- Unfunded account conversions
- Customer retention
The role has a 'soft sales' element to it, in that you will be responsible for identifying inflow opportunities, fact finding, and offering tailored solutions based on customer needs.
Building positive relationships with customers
Manage leads effectively through a CRM and provide ongoing assistance to customers throughout the onboarding journey.
Play an active role in team meetings and put forward ideas on how to increase our leads pipeline and conversion rates.
Assist the Team Leader in nurturing / developing the team through leading by example, bridging knowledge gaps and driving the team forwards.
Work cohesively with the London-based Customer Account Team and their Team Leader
Increase new funded customers (NFCs) and cross sells via account consolidation, customer referrals and unfunded account conversions.
Attend and support AJ Bell at marketing events to engage with existing and prospective customers and promote the brand.
Promote new product features and update customers on product developments.
Engage and communicate with key internal stakeholders to enable efficient operating processes and a positive customer experience.
Assist the Team Leader with any other duties

What we re looking for:

Existing sales experience within the finance industry is ideal, but not essential.
At least 5 GCSEs grades A -C (or equivalent), including Maths & English.
Ability to demonstrate excellent customer service and problem solving skills.
A polite and professional telephone manner.
Strong communication skills, both written and verbal.
Competent with Microsoft Word, Excel and Outlook.
Target driven and the ability to work under pressure
A keen interest in investing / financial markets

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

For internal applications, closing date for applications is 5pm Tuesday 10 September.

Our perks and benefits

Competitive salary

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

Buy As You Earn (BAYE) 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

Bike loan scheme

Sick pay+ pledge

Enhanced maternity, paternity, and shared parental leave

Discounted nursery fees at Kids Planet on Exchange Quay

Loans for travel season tickets

Death in service scheme

Paid time off for volunteer work

Charitable giving opportunities through salary sacrifice

Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more

Parking at Exchange Quay

Personal development programmes built around you and your career goals, including access to personal skills workshops

Ongoing technical training

Professional qualification support

Talent management programmes

Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off

Monthly leadership breakfasts and lunches

Casual dress code

Access to a range of benefits from our sponsorship deals

Hybrid working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

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. All decisions to hire are based on qualifications, merit and business need.

AJ Bell Business Solutions Limited

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Senior Customer Account Specialist