Onboarding Coordinator

5 days ago

Warrington, Warrington, United Kingdom Optionis Full time

About the Role:

We are seeking a highly skilled and experienced Onboarding Coordinator to join our team at Optionis. As an Onboarding Coordinator, you will play a critical role in ensuring a seamless onboarding experience for our clients, providing exceptional customer service and support throughout the process.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored onboarding solutions.
  • Coordinate and execute onboarding activities, ensuring timely and efficient completion of tasks.
  • Provide proactive support and guidance to clients, addressing any concerns or issues that may arise during the onboarding process.
  • Collaborate with internal stakeholders to ensure effective communication and coordination throughout the onboarding process.
  • Identify opportunities to improve onboarding processes and implement changes to enhance the client experience.
  • Maintain accurate and up-to-date records of client onboarding activities and progress.

Requirements:

  • Proven experience in a customer-facing role, with a strong track record of delivering exceptional customer service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
  • Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Proficiency in Microsoft Office applications, with experience of using CRM systems and other software tools.
  • GCSE (or equivalent) in Maths and English at grade C or above.

What We Offer:

  • Opportunities for career progression and professional development within Optionis.
  • Comprehensive training and mentorship from industry experts.
  • Access to a range of benefits, including discounts on restaurants, travel, and gym memberships.
  • 25 days' annual leave, plus Bank Holidays.
  • Study support and wellbeing initiatives, including mindfulness resources and mental health first aiders.

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