At a Glance
- Tasks: Help new clients onboard smoothly and efficiently while coordinating with internal teams.
- Company: Join a supportive team in a central York location with a focus on wellbeing.
- Benefits: Enjoy a competitive salary, enhanced leave, and fun team-building events.
- Other info: Great opportunity for career growth in a dynamic and friendly environment.
- Why this job: Be the first point of contact for clients and make a real difference in their experience.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office are essential.
The predicted salary is between 27000 - 33000 £ per year.
We are seeking a dedicated and detail-oriented Onboarding Agent to join our client's Compliance Department. As one of the first points of contact for new clients, you will play a pivotal role in ensuring a seamless and professional onboarding experience. This position requires a proactive individual with excellent organizational and communication skills, who can effectively coordinate between clients and internal teams.
Benefits
- Salary: Circa £25K
- Team Building: Corporate volunteering, wellbeing events, office treat days, colleague of the month awards, and festive celebrations
- Working hours: Lovely 9am-5pm working hours
- Central York so very easily accessible from anywhere
- Health & Wellbeing Benefits
- Legal Services Discounts (eligibility applies)
- Enhanced Annual Leave and Long Service Awards
- Cycle to Work Scheme (eligibility applies)
Responsibilities
- Set up and maintain new client files using the case management system.
- Add and update contacts, including beneficiaries, executors, attorneys, and other relevant parties.
- Complete client due diligence, including identification and AML checks for clients and connected individuals.
- Issue and monitor Terms of Business and standard conveyancing questionnaires, ensuring signed documents are returned and recorded.
- Coordinate the sending, receipt, and organisation of property information forms and related documentation.
- Carry out bankruptcy searches on beneficiaries.
- Work closely with colleagues, support teams, and administrative colleagues to ensure matters progress efficiently.
- Assist clients throughout the onboarding process by responding to questions, resolving issues, and providing clear and timely support.
- Review existing onboarding procedures and suggest improvements to make the process more efficient and provide a better client experience.
Qualifications
- Proficiency in Microsoft Office products and previous office administration experience.
- Experience using web-based systems such as quote platforms and client platforms.
- Self-motivation: energy; positivity; can-do attitude.
- As this role is data entry heavy, we are looking for great attention to detail.
- Good organisation and ability to prioritise.
- Great communication skills.
We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.
Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request. Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments. At Charterhouse Recruitment we are committed to protecting your personal data.
Onboarding Administrator in York employer: Charterhouse Recruitment
Join a leading manufacturing business that values collaboration and customer focus, offering a competitive salary package and opportunities for career growth. With a supportive work culture and the flexibility of remote or hub-based working, you will thrive in an environment that encourages strong relationships and sustainable growth within the public sector. Enjoy increased holiday benefits with service and a guaranteed review at six months, making this an excellent opportunity for those looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding Administrator in York
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Charterhouse Recruitment. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Charterhouse Recruitment before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Onboarding Administrator in York
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Charterhouse Recruitment:Your cover letter is your chance to shine! Tell us why you want to work at Charterhouse Recruitment specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Charterhouse Recruitment!
How to prepare for a job interview at Charterhouse Recruitment
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
