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Onboarding Co-ordinator

7 months ago

Warrington, United Kingdom Optionis Full time

Job Description

We are looking to recruit a Onboarding Co-ordinator to support our Accounatncy and Parasol teams

Caroola is a group of market-leading brands that specialise in providing tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK. Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand. Our top priority is to offer unparalleled support to our clients, easing their workload and helping them grow with us. This is who we are, and what we do.

You will:

Role Overview:

Within the role, you'll be responsible for onboarding new clients into Parasol and Caroola, giving them a dedicated point of contact. You will be hand holding the clients through each step, providing excellent customer service to ensure we retain them through the process. You will also be proactively promoting the company’s partnerships based on the client’s needs.

Role and Responsibilities:

To ensure all telephone and email enquiries are resolved to the client’s satisfaction. To nurture clients and manage expectations through regular communication and building relationships. Take ownership and accountability of all work produced. Build client interest in products offered by adding value at every available opportunity. To retain existing clients through both reactive and proactive retention. To work well as part of a team, be open minded towards the ideas and views of others and contribute to building team spirit. To generate ideas for improvements to processes and the overall client experience. To communicate with clients in a professional and compliant manner. To welcome feedback provided as part of the quality assessment framework and demonstrate improvement in performance. To achieve individual and departmental performance targets. To adapt positively to change and meet the changing requirements of the work environment. Actively support department and company initiatives. Prepare and contribute towards regular performance development reviews, highlighting potential development requirements and training needs. To take ownership and find the right resolution for the client. To effectively manage a portfolio of clients by organising time effectively to prioritise tasks. To build rapport with clients as part of providing an excellent service. To maintain a strict level of client confidentiality at all times. To maintain a high level of personal drive and professionalism at all times. To take the highest standard of accountability for all aspects of the work.

Skills & Requirements:

Skills and Experience Required:

Previous experience in a customer focused environment. Ability to communicate clearly. Experience of achieving required targets. Accountability of own work. Excellent soft skills with the ability to build rapport. Retention skills. Strong customer focus. Ability to be innovative and use own initiative. Personal workload organisational and time management skills. Ability to encourage and motivate others. Ability to deal with difficult situations in an assertive and supportive manner. Ability to work as part of a team with active and valuable contribution. An understanding of and adherence to all confidentiality aspects required. An understanding of and adherence to all relevant health and safety procedures. Excellent computer and keyboard skills with experience of using Microsoft Office applications. GCSE (or equivalent) in Maths and English at grade C or above.

Additional Information:

What we offer you:

Opportunities for career progression within Caroola Group. Comprehensive training and mentorship from industry experts. Access to the Caroola Hub of Benefits including: Discounts at Restaurants, Hospitality, Travel, Gym Memberships etc., Holiday Entitlement: 25 days plus Bank Holidays Study support - Progress your career in your chosen field without worrying about finding the time, the right guidance or the money to do it Wellbeing: Caroola supports the mental health of its people. Take advantage of our mindfulness resources including our dedicated team of qualified Mental Health First Aiders. My Savings Pal - Earn cashback. Make your salary go further with big discounts on all of your shopping.