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Onboarding Specialist
2 months ago
We are seeking a highly skilled and motivated Onboarding Associate to join our team at PXP Financial. As an Onboarding Associate, you will play a critical role in ensuring the smooth onboarding of our customers, providing exceptional customer service, and contributing to the success of our business.
Key Responsibilities- Support the configuration of customer processing systems and ensure the successful completion of onboarding projects.
- Establish and maintain effective communication with customers, partners, and internal teams to ensure seamless onboarding processes.
- Gather and verify required information from customers and partners to ensure accurate and timely project completion.
- Collaborate with internal and external teams to ensure a quick and smooth onboarding experience for customers.
- Investigate and resolve issues in a timely and efficient manner.
- Facilitate client introductions and onboarding plans.
- Proficient Microsoft Windows/Office knowledge.
- Excellent verbal and written communication skills.
- Ability to work efficiently and confidently with other departments within the business.
- Demonstratable professional interpersonal skills.
- Excellent customer service skills.
- Attractive package and 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 dynamic and supportive work environment.