Client Onboarding Specialist

3 weeks ago


Warrington, Warrington, United Kingdom Optionis Full time

Job Description

We are seeking a skilled Onboarding Services Coordinator to join our team and support the Accounatncy and Parasol teams.

At Caroola, we specialize in providing 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.

We prioritize offering unparalleled support to our clients, easing their workload and helping them grow with us.

You will:

Be responsible for onboarding new clients into Parasol and Caroola, providing a dedicated point of contact and excellent customer service.

Handhold clients through each step, proactively promoting the company's partnerships based on the client's needs.

Ensure all telephone and email enquiries are resolved to the client's satisfaction.

Nurture clients and manage expectations through regular communication and building relationships.

Take ownership and accountability of all work produced.

Build client interest in products offered by adding value at every available opportunity.

Retain existing clients through both reactive and proactive retention.

Work well as part of a team, be open-minded towards the ideas and views of others, and contribute to building team spirit.

Generate ideas for improvements to processes and the overall client experience.

Communicate with clients in a professional and compliant manner.

Welcome feedback provided as part of the quality assessment framework and demonstrate improvement in performance.

Achieve individual and departmental performance targets.

Adapt positively to change and meet the changing requirements of the work environment.

Actively support department and company initiatives.

Prepare and contribute towards regular performance development reviews, highlighting potential development requirements and training needs.

Requirements:

Previous experience in a customer-focused environment.

Ability to communicate clearly.

Experience of achieving required targets.

Accountability of own work.

Excellent soft skills with the ability to build rapport.

Retention skills.

Strong customer focus.

Ability to be innovative and use own initiative.

Personal workload organisational and time management skills.

Ability to encourage and motivate others.

Ability to deal with difficult situations in an assertive and supportive manner.

Ability to work as part of a team with active and valuable contribution.

An understanding of and adherence to all confidentiality aspects required.

An understanding of and adherence to all relevant health and safety procedures.

Excellent computer and keyboard skills with experience of using Microsoft Office applications.

GCSE (or equivalent) in Maths and English at grade C or above.



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