Client Success Associate – Finance & Onboarding in Portsmouth
Client Success Associate – Finance & Onboarding

Client Success Associate – Finance & Onboarding in Portsmouth

Portsmouth Entry level 24000 - 33600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients by managing portfolios and ensuring high satisfaction.
  • Company: A growing alternative finance provider based in Portsmouth.
  • Benefits: Starting salary of £24,000 plus benefits and career development.
  • Why this job: Join a dynamic team and make a real difference in client success.
  • Qualifications: Organised, analytical, and strong communication skills required.
  • Other info: Entry-level role with great opportunities for growth.

The predicted salary is between 24000 - 33600 £ per year.

A growing alternative finance provider in Portsmouth is looking for Client Executives to support their Client Manager. This entry-level role involves managing client portfolios, responding to queries, monitoring usage and risks, onboarding clients, and ensuring high client satisfaction.

Ideal candidates are organised, analytical team players with strong communication skills. A starting salary of £24,000 plus benefits is offered alongside career development opportunities.

Client Success Associate – Finance & Onboarding in Portsmouth employer: Fintellect Recruitment

As a growing alternative finance provider in Portsmouth, we pride ourselves on fostering a supportive and dynamic work environment where Client Success Associates can thrive. With a competitive starting salary of £24,000, comprehensive benefits, and clear pathways for career development, we empower our employees to enhance their skills while contributing to high client satisfaction. Join us to be part of a collaborative team that values organisation, analytical thinking, and effective communication.
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Contact Detail:

Fintellect Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Success Associate – Finance & Onboarding in Portsmouth

Tip Number 1

Network like a pro! Reach out to people in the finance industry, especially those who work at alternative finance providers. A friendly chat can lead to insider info and maybe even a referral!

Tip Number 2

Prepare for the interview by researching common client success scenarios. Think about how you would handle onboarding clients or resolving queries. We want to see your analytical skills in action!

Tip Number 3

Show off your communication skills! During interviews, be clear and concise when discussing your experiences. Remember, we’re looking for organised team players who can keep clients happy.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team!

We think you need these skills to ace Client Success Associate – Finance & Onboarding in Portsmouth

Client Management
Portfolio Management
Query Resolution
Risk Monitoring
Client Onboarding
Client Satisfaction
Organisational Skills
Analytical Skills
Communication Skills
Team Collaboration

Some tips for your application 🫡

Show Your Organisational Skills: In your application, highlight any experiences where you've successfully managed tasks or projects. We want to see how you keep things organised and ensure everything runs smoothly, just like you'll do for our clients!

Be Analytical: Demonstrate your analytical skills by providing examples of how you've solved problems or made decisions based on data. We love candidates who can think critically and help us monitor client usage and risks effectively.

Communicate Clearly: Strong communication is key in this role! Make sure your application is clear and concise. Use straightforward language and avoid jargon, so we can easily understand your thoughts and ideas.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Fintellect Recruitment

Know Your Client Success Basics

Before the interview, brush up on the fundamentals of client success and onboarding processes. Understand how to manage client portfolios and what it means to ensure high client satisfaction. This will show your potential employer that you’re serious about the role.

Show Off Your Organisational Skills

Prepare examples from your past experiences where you demonstrated strong organisational skills. Whether it’s managing multiple tasks or keeping track of client queries, having specific instances ready will help you stand out as a candidate who can handle the demands of the job.

Communicate Clearly and Confidently

Since strong communication skills are key for this role, practice articulating your thoughts clearly. During the interview, listen carefully to questions and respond thoughtfully. This will not only showcase your communication abilities but also your analytical thinking.

Research the Company and Industry

Familiarise yourself with the alternative finance sector and the specific company you’re interviewing with. Understanding their services and client base will allow you to tailor your responses and demonstrate genuine interest in the position.

Client Success Associate – Finance & Onboarding in Portsmouth
Fintellect Recruitment
Location: Portsmouth
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  • Client Success Associate – Finance & Onboarding in Portsmouth

    Portsmouth
    Entry level
    24000 - 33600 £ / year (est.)
  • F

    Fintellect Recruitment

    50-100
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