Based within one of our clients who we have worked with for over 15 years, the Customer Onboarding Advisor will play a key role in delivering an exceptional experience to their customers. You will act as a trusted point of contact, supporting customers through their onboarding, ensuring their documentation is accurate, and offering clear guidance on services, products and solutions.
Working as part of a highly motivated and supportive team, the Customer Onboarding Advisor will contribute to a culture that values collaboration, professionalism, and continuous improvement. As Customer Onboarding Advisor, you will help uphold the company’s mission, vision and values by ensuring every customer receives a first‑class service and by identifying opportunities to support wider business growth.
The Customer Onboarding Advisor will be rewarded with 25 holidays plus Bank Holidays (increasing with service); contributory pension scheme; annual pay reviews; life assurance; long service rewards; free onsite parking – and more!
The role is working Monday to Friday 9am – 530pm and is fully office-based.
Role duties:
* Provide a high‑quality service to all customers, ensuring their enquiries are handled promptly and professionally.
* Act as a key point of contact for customers, advising them on service solutions and ensuring all required documentation is completed accurately and compliantly.
* Follow the registration and clearing processes for all new applicants, ensuring systems are updated in a timely manner and any issues are proactively resolved.
* Review and process all checks and documentation in line with company policy.
* Complete and respond to information requests as required.
* Use the CRM to complete all automated and manually created tasks on time.
* Manage electronic data accurately, ensuring documents are stored correctly within SharePoint in line with regulations and best practice.
* Use system reports to prioritise work effectively.
Do you:-
* Have experience working in a team within an office-based customer‑focused environment.
* Understand, or are comfortable learning, legislation relevant to the role.
* Have strong organisational skills with the ability to prioritise effectively.
* Have confidence using IT systems, including Microsoft Office and internal databases.
* Possess good financial awareness and attention to detail.
* Communicate clearly, professionally and with a customer‑centric approach.
KEYWORDS: customer service, administration, office, data, solutions, CRM
Unfortunately, due to time restrictions we cannot respond to every applicant, in the event that we haven’t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies.
We are an equal opportunities agency and welcome applicants from all backgrounds.
We are acting on behalf of the client as an Employment Agency in relation to this vacancy