Customer Onboarding Executive

3 months ago


Chester, United Kingdom Roberts Webb Recruitment Full time

Were looking for the most client focused, proactive and friendly individuals (who enjoy working in a busy, customer facing and technology driven environment) to join our client - a growing team near Chester.

Due to growth in the department, they are looking for a Client Onboarding Executive to manage a portfolio of clients, welcome them as new clients and work closely to ensure they are getting the most out of the partnership.

The company are doing exceptionally well, they have a brilliant reputation and the industry they work in is fascinating. Theres lots of opportunity for you to grow and develop in this role, and its an excellent role to start your career path with them.

**Location**: Hybrid working (3-4 days in the office initially)

**Salary**: £21k-28k DOE

**Benefits**: Excellent - including, 25 days holiday, pension, private medical, free parking

**Hours**:Monday to Friday 9.00-5.30pm (with flexibility)

**Key Responsibilities**
- Working closely with your clients (typically new clients who have signed up with the business) to ensure they have a smooth onboarding process
- Doing online demos to showcase the software and technology platforms they will be using
- Explore what the customer is hoping to gain from the partnership and lead interactive conversations, educate your clients and deliver excellent advice and guidance.
- Talk your clients through processes and be proactive rather than reactive to ensure they are getting a brilliant service
- Offer to show them other products/services that may be of interest to them
- Utilise the CRM system and update excel spreadsheets daily
- Handle client data in a protective and secure way
- Working closely with the rest of your team to support and meet team deadlines

What skills and experience will you need? Excellent communication skills - we want to see that you genuinely enjoy interacting with others and love providing a friendly and proactive service for your clients Solid computer skills - including excel and CRM systems Previous customer facing experience - e.g. retail roles, customer services, client success, account management, recruitment etc Must be driven, enjoy working in a busy and varied role Confident in talking to your customer about other services/products that may be of interest - having a good understanding of how to upsell and cross-sell without being pushy Why you'll want this role? You'll receive excellent training and have a supportive and talented team around you There's a lot of scope to learn and progress within the company You'll be working for a company with an amazing culture - social events, charity focused, modern working environment, flexibility Roberts Webb Recruitment are acting as a Recruitment Agency in relation to this vacancy.



  • Chester, United Kingdom The Curve Group Full time

    **Asset Finance - Onboarding and Customer Service Specialist** **Chester** **£25k** **Onsite - hybrid potential on completion of probation** Our client, a growing banking organisation is looking for an experienced Onboarding and Customer service professional to join their Chester team. **Job purpose** The Asset Finance Onboarding and Customer Service...

  • Onboarding Lead

    3 months ago


    Chester, United Kingdom InterQuest Group Full time

    Our client who offers finance to customers who are not accepted by the mainstream lenders and has built up a reputation for providing a strong product range are recruiting a Customer Onboarding Manager to based from their office in Chester, where there is a hybrid working policy in place. The role will pay a competitive salary and comes with a range of...


  • Chester, United Kingdom Bank of America Full time

    **Job Title: Assessment and Onboarding Professional - NFRR Shared Operations** **Corporate Title: Vice President** **Location: Chester** **Role Description**: - Identify report(s) based on existing criteria for the transfer into the Global NFRR Shared Operations team and initiate engagement with Report Preparer, Compliance Reg POC and associated...


  • Chester, Cheshire, United Kingdom Searchability (UK) Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Onboarding Officer to join our team at Searchability (UK) Ltd.Key ResponsibilitiesAssist in the onboarding process for new financial clients, ensuring a seamless and efficient experience.Collaborate with cross-functional teams to identify and implement process improvements.Develop and maintain strong...


  • Chester, Cheshire, United Kingdom Searchability Full time

    About the Role:The Financial Onboarding Officer will be responsible for managing the onboarding process for lending products, ensuring the seamless processing of legal documentation and handling customer queries with the highest level of service.Key Responsibilities:Perform due diligence checks and manage cases through to completionWork closely with...


  • Chester, United Kingdom Destination2.co.uk Full time

    **Role: Customer Liaison Executive** **Who we are**: Destination2 Ltd and HolidayGems Ltd are part of Travcorp Holdings Ltd and are two of the most innovative and progressive online tour operators in the UK, selling holidays nationwide to a variety of long and short-haul destinations. Our inspirational business has grown from strength to strength in both...


  • Chester, United Kingdom Destination2.co.uk Full time

    **Role: Customer Resolution/Liaison Executive** **Who we are**: Destination2 Ltd and HolidayGems Ltd are part of Travcorp Holdings Ltd and are two of the most innovative and progressive online tour operators in the UK, selling holidays nationwide to a variety of long and short-haul destinations. Our inspirational business has grown from strength to...


  • Chester, Cheshire, United Kingdom Pontoon Solutions Full time

    Pontoon Solutions is seeking a highly organized and customer-focused individual to provide 6 months of paternity cover in our Implementation Advisors team.About the Role:We are looking for an experienced professional to join our team as an Implementation Advisor. As a key member of our team, you will be responsible for providing a smooth onboarding...


  • Chester, United Kingdom Destination2.co.uk Full time

    We are seeking enthusiastic and highly motivated Customer Service Executives to join our successful team in our Ellesmere Port Office, Chester. **Who we are**: Destination2 Ltd and HolidayGems Ltd are part of Travcorp Holdings Ltd and are two of the most innovative and progressive online tour operators in the UK, selling holidays nationwide to a variety of...


  • Chester, United Kingdom Recruit4Staff Full time

    Recruit4staff is proud to be representing their client, a leading Travel company in their search for an experienced **Customer Resolution Executive** to work in their busy office based in **Chester.** **For the successful Customer Resolution Executive our client is offering**: - £23,000 - £25,000 per annum - Days role, Monday - Friday 9 am-5:30 pm -...


  • Chester, United Kingdom Applause IT Full time

    **Customer Service Executive - Travel bookings** **Circa £22,000 + Bens (Some weekend working at higher rate throughout the year)** **On-site - Chester, commutable via Liverpool, Warrington, Wirral, and North Wales.** Applause IT are looking to hire a Customer Service Executive for our client, a Global Travel company based near Chester. They are renowned...


  • Chester, United Kingdom Charterhouse Recruitment Services Full time

    **Onboarding and Legal Liaison** We are working with a unique and exciting company in Chester, who are looking to expand their operations team. You will be responsible for your own caseload, building rapport and working closely with external parties. The position requires someone with legal/paralegal experience to allow an understanding of incoming queries,...


  • Chester, United Kingdom PSi Talent Full time

    As a Customer Service Executive, you will be responsible for handling and managing customer complaints and concerns in a timely and efficient manner and within minimum standards and regulatory timeframes. You will serve as the primary point of contact for customers who have issues with the companies products or services, working to resolve their complaints...


  • Chester, United Kingdom PSi Talent Full time

    As a Customer Service Executive, you will be responsible for handling and managing customer complaints and concerns in a timely and efficient manner and within minimum standards and regulatory timeframes. You will serve as the primary point of contact for customers who have issues with the companies products or services, working to resolve their complaints...

  • Commercial Executive

    3 months ago


    Chester, United Kingdom Comparitec Full time

    **Brief overview** This role is to support the Head of Marketplaces in meeting key commercial goals through leveraging and maximizing relationships with third party providers. The providers we work with offer financial solutions for our customer base which can sit across Credit Card, Loan and non standard financial proposals and the team this role sits in...


  • Chester, United Kingdom Top Recruit Ltd Full time

    **THE COMPANY** Our client is a leading online tour operator based in the UK, selling holidays nationwide. **THE ROLE** Our client is looking for a Customer Service Executive. Key responsibilities: - Fulfil all customer enquiries to an exceptional standard. - Manage a high-volume of calls and queries from clients from documentation to booking details. -...


  • Chester, United Kingdom Datascope Systems Ltd Full time

    DataScope Systems is a dynamic, entrepreneurial and highly innovative SME based at Aviation Park just outside of Chester. First established in 2004, we’ve grown significantly over recent years and now have over 100 staff supporting customers in the UK, across Europe, the Americas and Asia. We provide a range of data collection, analytical systems and apps...


  • Chester, United Kingdom Pareto Law Full time

    Job Title: Customer Success Executive Our client is one of the fastest growing property and construction tech companies in the UK. Building a world class SaaS business and solving challenges for construction customer service teams, they have big future plans. **Customer Success Executive **Package: - A competitive basic salary of £32-£40k! - Commission...


  • Chester, Cheshire, United Kingdom Pareto Full time

    Position Title: Client Relationship ExecutiveLocation: Macclesfield/CheshireCompensation: £28k base salary (+ £10k OTE)With over three decades of expertise in the sector, our client empowers engineers, architects, and manufacturers to achieve their objectives. They are seeking a driven individual with a natural aptitude for building relationships to...


  • Chester, United Kingdom Destination2.co.uk Full time

    **Role: Land Operations Executive** **Who we are**: Destination2 Ltd and HolidayGems Ltd are part of Travcorp Holdings Ltd and are two of the most innovative and progressive online tour operators in the UK, selling holidays nationwide to a variety of long and short-haul destinations. Our inspirational business has grown from strength to strength in both...