Customer Onboarding Specialist
3 weeks ago
About the Role
We are seeking a highly skilled Customer Onboarding Specialist to join our team at PXP Financial. As a key member of our onboarding team, you will play a crucial role in ensuring a seamless customer experience.
Key Responsibilities
- Support the configuration of customer processing systems and ensure project completion within given timescales.
- Establish customer communication contacts and deliver regular updates via telephone and email.
- Gather required information from merchants, partners, and acquirers to ensure project completion to the highest standard.
- Ensure relevant information is correctly stored and regularly updated in line with departmental processes.
- Be highly responsive and proactive to emails and queries received via email or phone.
- Maintain systems with required information on orders/projects to be handed over to the Support team.
- Collaborate with internal and external departments/teams to ensure a quick and smooth onboarding.
- Perform investigations to diagnose and resolve issues in quick time.
- Facilitate client introductions to discuss onboarding plans.
- Daily project reviewing and follow-up.
Requirements
- Proficient Microsoft Windows/Office knowledge.
- Professional and confident verbal and written communication.
- Ability to work efficiently and confidently with other departments within the business.
- Demonstratable professional interpersonal skills.
- Demonstratable excellent customer service skills.
- Ability to help and motivate team members to ensure delivery of outstanding customer service.
What We Offer
- Attractive package and other employee benefits, including hybrid working, 25 days holiday, free onsite parking, and more.
- Offices close to transport links.
- Small and friendly team.
- Group Bonus Scheme.
- A diversified range of activities in an international environment.
- Supportive and dynamic team with ambitious objectives.
- Open communication culture.
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