Onboarding Coordinator

2 months ago


Warrington, Warrington, United Kingdom Optionis Full time

Job Title: Onboarding Coordinator - Client Support Specialist

Job Summary:

We are seeking a highly skilled Onboarding Coordinator - Client Support Specialist to join our team at Optionis. As a key member of our client onboarding process, you will be responsible for ensuring a seamless and efficient onboarding experience for our clients.

Key Responsibilities:

  • Provide exceptional client support and communication throughout the onboarding process
  • Ensure all necessary documentation and information is collected and processed in a timely manner
  • Work closely with internal teams to ensure a smooth onboarding experience
  • Identify and resolve any client issues or concerns in a professional and timely manner
  • Develop and maintain strong relationships with clients to ensure long-term retention
  • Stay up-to-date with industry developments and best practices to continuously improve the onboarding process

Requirements:

  • Previous experience in a client-facing role, preferably in a similar industry
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong problem-solving and analytical skills
  • Proficiency in Microsoft Office applications
  • GCSE (or equivalent) in Maths and English at grade C or above

What We Offer:

  • Opportunities for career progression within Optionis
  • Comprehensive training and mentorship from industry experts
  • Access to a range of benefits, including discounts, holiday entitlement, and study support

About Us:

Optionis is a leading provider of tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK. Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand.



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