Job Description
We’re currently recruiting aCustomer Service Manager to play a key leadership role within our Operations function, responsible for delivering an outstanding customer experience across a large, multi-skilled service team.
You will lead, develop, and inspire Team Leaders and operational colleagues to ensure we consistently meet service levels, deliver fair customer outcomes, and continuously improve the end-to-end customer journey.
As part of the Customer Services Management Team, you will take ownership of performance, people, and process within your area, ensuring effective delivery of regulated financial services operations in line with internal standards and regulatory requirements.
Key responsibilities
1. Leading and developing a team of Team Leaders and Customer Service Administrators to deliver high-quality service outcomes
2. Ensuring departmental SLAs and performance targets are consistently achieved
3. Driving an excellent customer experience through strong people leadership and operational control
4. Managing workforce planning, resource allocation, and capacity across the team
5. Coaching, mentoring, and developing colleagues to support performance and career progression
6. Conducting regular 1:1s, performance reviews, and formal performance management processes where required
7. Building strong employee engagement and fostering a positive, high-performing team culture
8. Overseeing recruitment activity to ensure teams are appropriately resourced
9. Supporting the delivery of training, onboarding, and ongoing professional development
10. Acting as an escalation point for complex customer issues and ensuring timely resolution
11. Reviewing customer complaints and feedback to identify trends and drive service improvements
12. Working with internal stakeholders to resolve issues, prioritise workloads, and improve the customer journey
13. Driving continuous improvement in processes, systems, and service delivery
14. Supporting the safe rollout of new products, services, and system changes into live operations
15. Ensuring all procedures and controls are up to date, clearly documented, and followed consistently
16. Identifying, managing, and mitigating operational and regulatory risks within your area
17. Maintaining strong awareness of regulatory requirements, ensuring compliance with relevant standards and frameworks
18. Engaging with internal and external audits as required
19. Promoting fair customer outcomes, including appropriate support for vulnerable customers
20. Ensuring issues are dealt with fairly, efficiently, and in line with regulatory expectations
21. Leading regular team meetings and structured communication forums
22. Working closely with other operational and support functions to deliver joined-up service outcomes
23. Contributing to wider departmental planning, strategy, and operational improvements
About you
24. Experience in a financial services or regulated customer service leadership role preferred
25. Strong understanding of customer service operations and delivery within a service environment
26. Proven people leadership experience, including managing Team Leaders and/or large operational teams
27. Strong knowledge of financial services products (pensions experience beneficial)
28. Good understanding of regulatory requirements, including conduct expectations and customer outcomes focus
29. Experience working in a structured, SLA-driven operational environment
30. Strong communication skills, both written and verbal
31. Excellent organisational and prioritisation skills in a fast-paced environment
32. Strong analytical, problem-solving, and decision-making ability
33. High attention to detail with a focus on accuracy and control
34. Ability to build strong relationships across multiple internal stakeholders
35. Strong coaching, mentoring, and performance management capability
36. Commercial awareness and understanding of operational efficiency drivers
37. Proficient in Microsoft Office (Word, Excel, Outlook)
About AJ Bell
AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.
Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.
We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.
What we offer
38. 27 days holiday, increasing with service + buy/sell scheme + bank holidays
39. 8% Pension with matched contributions
40. Discretionary bonus scheme
41. Share schemes (including free shares and BAYE)
42. Health Cash Plan and discounted private healthcare
43. Free onsite gym
44. Enhanced family leave (subject to qualifying criteria)
45. Travel and bike loan schemes
46. Employee Assistance Programme
Life at AJ Bell
47. Regular social events including summer and Christmas parties
48. Learning and development opportunities tailored to you
49. Casual dress code
50. Friendly, supportive team environment
Our ways of working
We offer hybrid working, with a minimum of 60% of your working time per month spent in the office.
For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.
We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.