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Client Onboarding Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Greenbean Full time
Client Onboarding Administrator Role

We are seeking a skilled Client Onboarding Administrator to join our Assisted Asset Transfers team at Greenbean.

Key Responsibilities:
  • Oversee the asset transfer process from beginning to end, ensuring seamless client onboarding and query handling.
  • Act as a strong advocate for customers, striving to deliver the best possible outcomes.
  • Collaborate with adviser firms and customers to resolve queries and ensure a smooth transfer process.
What You'll Bring:
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong problem-solving and analytical skills.
About Greenbean:

Greenbean is a leading provider of Assisted Asset Transfers services. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.