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Financial Services Expert

1 month ago

Antrim, United Kingdom McGregor Boyall Full time

McGregor Boyall is searching for an expert to fill a permanent customer onboarding specialist position with a leading financial services company. The chosen candidate will have a vital impact on delivering exceptional service and must possess relevant expertise in managing client onboarding processes.

Key responsibilities include serving as the primary point of contact for support, enhancing customer satisfaction through insightful analysis, and identifying trends from customer data. Strong analytical and problem-solving abilities are crucial for success in this role.

We seek a highly experienced professional with at least 2 years' experience in the financial services sector, preferably in Middle Office. Excellent customer service skills, Hubspot knowledge, and a history of effective stakeholder and customer interactions are desired qualities.

This salaried position offers up to £40,000 per year, accompanied by various benefits. A 4-day office schedule is preferred. Interviews are set to commence shortly.