At a Glance
- Tasks: Manage customer onboarding and ensure compliance with policies while providing excellent service.
- Company: Dynamic financial services company based in Manchester with a supportive team culture.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in the financial services industry.
- Why this job: Join a fast-paced environment where you can make a real difference in customer experiences.
- Qualifications: Attention to detail, proactive attitude, and experience in customer service or finance.
The predicted salary is between 30000 - 40000 £ per year.
Based out of their Sale office 4 days per week during probation and then hybrid 3/2.
Responsibilities include:
- Managing inbound requests from internal teams such as Sales, Account Managers and Broker Support, ensuring compliance with relevant policies and service level agreements.
- Conduct customer due diligence, including risk assessments, verification of beneficial ownership and validation of identity and address documents.
- Prepare and issue finance and securing documentation in line with credit approvals, regulatory requirements and internal policies.
- Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release.
- Maintain accurate system updates and communicate application status as needed.
- Provide clear, prompt assistance to internal teams, customers, brokers and suppliers via phone and email, escalating complex issues where required.
- Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers.
- Process payments to suppliers and intermediaries in a timely and compliant manner.
- Manage post-execution tasks, including portal updates, security registration, welcome documentation, and allocation of deposits.
- Keep accurate record of customer interactions and transactions using our internal system.
- Provide overflow and contingency cover to the customer services team.
Requirements:
- Able to demonstrate accuracy and strong attention to detail.
- Proven experience of working proactively and taking initiative.
- An ability to work independently as well as part of a team.
- Numerate with analytical ability.
- Able to engage with both customers and colleagues at all levels of seniority and other internal departments.
- Strong stakeholder management skills, able to develop and maintain relationships both internally and externally.
- Worked with customers, demonstrating high standards of service and providing excellent customer outcomes.
- Previous knowledge and experience of the Financial Services Industry and similar operational or customer-facing roles.
- Previous knowledge and experience of the Asset Finance Industry.
- Good knowledge of Microsoft products.
Customer Onboarding Associate - Manchester employer: Aimeewillow
As a Customer Onboarding Associate in our Sale office, you will be part of a dynamic team that values accuracy, initiative, and strong stakeholder management. We offer a hybrid working model post-probation, fostering a supportive work culture that prioritises employee growth and collaboration across departments. With a focus on compliance and customer satisfaction, you'll have the opportunity to develop your skills in the Financial Services Industry while enjoying a rewarding career in a vibrant Manchester location.
We think you need these skills to ace Customer Onboarding Associate - Manchester
Customer Due Diligence
Risk Assessments
Verification of Beneficial Ownership
Validation of Identity and Address Documents
Finance Documentation Preparation
Regulatory Compliance
Pre-Payout Checks
