Customer Onboarding Specialist

1 day ago

London, Greater London, United Kingdom Pick for Britain Full time

We are seeking a highly skilled Customer Onboarding Specialist to join our team at Pick for Britain. This is an exciting opportunity to work in the Funds industry and make a real difference in the customer experience.

The successful candidate will be responsible for coordinating the delivery of technical onboarding processes, collaborating with customers and their providers to coordinate onboarding requirements, and assisting customers with setting and meeting their business goals.

Key Responsibilities
  • Monitoring the onboarding progress, managing issues, and identifying and escalating customers at risk of not meeting their goals
  • Maintaining an understanding of customer workflows and identifying opportunities to improve and automate business processes
  • Updating and maintaining accurate customer records and constructively channelling customer feedback to drive continuous improvement
Requirements

To succeed in this role, you will need to have excellent customer service skills and experience of resolving customer issues and queries received through a range of channels. You will naturally have excellent communication skills, with a proven ability to engage and articulate customer needs to influence and drive good outcomes.

We expect you to have:

  • The ability to deliver multiple projects simultaneously by developing working partnerships, both internally and externally
  • A background of working in a customer success department
  • The ability to absorb complex information and implement solutions in a simple way
  • Knowledge or previous experience of working in the Funds industry, which would be beneficial but not essential
About the Role

This is a challenging and rewarding role that requires a high level of organization and attention to detail. You will be working closely with our customers and their providers to ensure a seamless onboarding experience.

In return, we offer a competitive salary of £**30,000-£40,000** per annum, depending on experience, plus a range of benefits including professional development opportunities and a supportive team environment.

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