Client Onboarding Specialist

8 months ago


London, United Kingdom F5 Full time

**Sales Operations and Onboarding Specialist**
- **Junior - Mid Level**:

- **£33,000 - £38,000 per annum**:

- **Central London (Hybrid working, 2-3 days in the office)**:

- **FinTech**

A well-established FinTech company have an opening to join their Sales Operations team.

The main responsibilities include overseeing the end-to-end onboarding process for their clients, producing documentation, and managing ongoing client relationships.

You will receive full training with a progression route to account management or sales.

**Responsibilities**:

- Onboard new clients and manage existing clients accounts.
- Provide sales support.
- Create Know Your Client (KYC) documents and ensure they are kept up to date.
- Ensure all client information, contact details and service details are managed and tracked in the CRM software.
- Analyse data within the CRM software.
- Suggest and implement improvements to the sales and onboarding processes
- Prepare and track onboarding documentation including legal documents and presentations.

**Skills**:

- Microsoft Office (Word, PowerPoint, and Excel).
- Experience working in client and/or stakeholder facing roles.
- Excellent time management skills, with the ability to juggle multiple tasks and work to deadlines.
- Knowledge of CRM Tools is beneficial (they use Salesforce)
- Experience working in finance or sales is beneficial.

**Benefits**
- 5% Pension
- Discretionary bonus scheme
- 25 days holiday plus bank holidays and your birthday off
- Private healthcare and medical cashback plan
- Gym membership contribution
- Annual £1,000 towards a new skill of your choice
- Annual £3,000 per year towards childcare costs for dependants ages 5 and under

Pay: Up to £38,000.00 per year

**Benefits**:

- Company pension
- Gym membership
- Life insurance
- Referral programme
- Relocation assistance

Schedule:

- 8 hour shift
- Flexitime
- Monday to Friday

Work Location: In person



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