Customer Onboarding Specialist

1 week ago

Chester, United Kingdom The Business Connection Full time

We are delighted to be working with our successful and established client, who are seeking their next Customer Onboarding Specialist to join their financial team based in Chester. Our client are an award winning and recognised leader in their field, boastingexcellent employee benefits and fantastic progression routes.

One of our clients core values is to grow a sustainable, customer focused and innovative service that supports and champions the financial health of their clients. As the next Client Onboarding Specialist you will be representing this business with thatvalue in mind, maintaining excellent customer service at all times. Reporting directly to the Operations Manager, you will be responsible for supporting the sales team in delivery of the business plan by receiving finance proposals and keying them into theCRM system. You will follow defined process steps to check companies and individuals through the onboarding journey which will include due diligence checks and following compliance procedures.

In addition, you will be responsible for generating finance documentation and progressing to pay out, maintaining first class communication skills to ensure exceptional service to the customers.

**Salary**: £23,000, increasing to £25,000 after probation is passed.

Working Hours: Monday - Friday 09:00 - 17:30

**Key Responsibilities**:

- Accurately inputting data into the CRM system.
- Undertake personal identity checks, plus Fraud and PEP checks where appropriate.
- Undertake Business credit and verification checks
- Preparation of legal documentation which will include finance agreements and security documents
- Ensuring bank verification is complete
- To follow processes correctly and in a timely manner to ensure that service level agreements are met
- Manage own cases from inception to pay out to suppliers following due diligence procedures
- Prepare and send out executed documentation
- Handle and resolve broker queries in a timely manner and to a high standard
- Effective communication skills, both written and verbal, and ability to tailor communication to a variety of audiences
- Understand the background of the query, do required research with the provided tools, and respond appropriately
- Build appropriate meaningful relationships with the network demonstrating a practical ‘can do’ attitude and becoming a trusted point of contact for queries through to resolution
- Connect with customers at a professional level and build rapport with them
Contribute to the positive development of a diverse and inclusive culture

**Minimum Requirements**:

- Previous customer service experience **within financial services**:

- Good written and verbal communications skills
- Good organisational skills
- Reliable, honest and can contribute to create a thriving culture
- Knowledge of regulatory policies within the financial services sector
- Knowledge of onboarding procedures including due diligence and KYC

KEYWORDS: Customer Service, Financial, KYC, Banking, Administration

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