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Dealing Services Agent

AJ BellManchester
On-site Full-time

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Experience Level

Entry Level

Qualifications

The ideal candidate will possess excellent communication skills, a keen attention to detail, and a passion for customer service. Previous experience in a financial services environment is preferred, but not mandatory. Candidates should demonstrate the ability to work under pressure and have a proactive approach to problem-solving.

About the job

AJ Bell is seeking a Dealing Services Agent to join the Manchester office. This position plays a key part in ensuring client transactions are handled with care and precision, supporting customers and upholding the company’s service standards.

Role overview

The Dealing Services Agent processes client transactions, making sure each step is completed efficiently and accurately. The role also involves supporting customers by providing prompt and clear assistance. Working alongside colleagues, the agent helps maintain smooth daily operations within the team.

What you will do

  • Process client transactions with attention to detail
  • Provide timely and clear support to customers
  • Collaborate with team members to ensure daily activities run smoothly

Requirements

  • Strong interest in delivering quality customer service
  • Team-oriented mindset and willingness to contribute
  • Careful attention to detail and accuracy in work

This Manchester-based role offers the opportunity to directly influence the client experience at AJ Bell.

About AJ Bell

AJ Bell is one of the UK's largest investment platforms, dedicated to helping clients with their financial goals. Our commitment to customer service and innovative solutions sets us apart in the financial industry. We pride ourselves on our supportive work environment and opportunities for professional development.

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