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- Tasks: Coordinate onboarding processes and enhance customer experience for UK & Luxembourg clients.
- Company: Join a leading firm in Depositary Services with a focus on customer success.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Why this job: Be the first point of contact and make a real difference in customer journeys.
- Qualifications: Strong customer service skills and ability to manage multiple projects.
- Other info: 12-month role with opportunities for growth and learning in the funds industry.
The predicted salary is between 36000 - 60000 £ per year.
Join us as an Onboarding Specialist. In this key role, you’ll contribute to the delivery of a market leading customer journey in Depositary Services. You’ll be planning, managing and delivering the set up of new customers, as well as managing in-life changes throughout their fund's life cycle. As the first point of contact in the post sales process, you’ll play a vital part in identifying ways to improve our customer experience. We’re offering this role for a period of 12 months.
What you’ll do:
- As an Onboarding Specialist, within Depositary Services, you’ll be coordinating the delivery of technical onboarding processes for both UK & Luxembourg clients.
- You’ll be collaborating with customers and their providers to coordinate onboarding requirements and assisting customers with setting and meeting their business goals.
- Monitoring the onboarding progress, managing issues and identifying and escalating customers at risk of not meeting their goals.
- Coordinating in-life client changes, including managing account maintenance requests with third-party custodians.
- Maintaining an understanding of customer workflows and identifying opportunities to improve and automate business processes.
- Updating and maintaining accurate customer records and constructively channelling customer feedback to drive continuous improvement.
The skills you’ll need:
- Excellent customer service skills and experience of resolving customer issues and queries received through a range of channels.
- Excellent communication skills, with a proven ability to engage and articulate customer needs to influence and drive good outcomes.
- The ability to deliver multiple projects simultaneously by developing working partnerships, both internally and externally.
- A background of working in a customer success department.
- The ability to absorb complex information and implement solutions in a simple way.
- Knowledge or previous experience of working in the Funds industry, this would be beneficial but not essential.
Onboarding Specialist (12 months) employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Specialist (12 months)
✨Tip Number 1
Network like a pro! Reach out to current or former Onboarding Specialists on LinkedIn. Ask them about their experiences and any tips they might have for you. Building connections can give you insights that set you apart.
✨Tip Number 2
Practice your communication skills! Since this role is all about engaging with customers, try role-playing common scenarios with friends or family. The more comfortable you are, the better you'll shine in interviews.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past where you resolved customer issues or improved processes. Be ready to share these stories during interviews to demonstrate your value.
✨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 at StudySmarter.
We think you need these skills to ace Onboarding Specialist (12 months)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Onboarding Specialist role. Highlight your customer service skills and any relevant experience in managing onboarding processes or working in customer success. We want to see how you can contribute to our team!
Showcase Your Communication Skills: Since this role involves a lot of interaction with clients, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t hesitate to share examples of how you've effectively engaged with customers in the past.
Highlight Problem-Solving Abilities: We love candidates who can think on their feet! In your application, mention specific instances where you've resolved customer issues or improved processes. This will show us that you have the ability to manage challenges and enhance the customer experience.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at NatWest Group
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Onboarding Specialist role and its responsibilities. Familiarise yourself with the customer journey in Depositary Services and think about how you can contribute to improving it. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Customer Service Skills
Since this role heavily relies on excellent customer service, prepare examples from your past experiences where you've successfully resolved customer issues or improved their experience. Be ready to discuss how you engage with customers and articulate their needs effectively.
✨Demonstrate Project Management Abilities
The ability to manage multiple projects is crucial for this role. Think of specific instances where you've coordinated various tasks or projects simultaneously. Highlight your organisational skills and how you prioritise tasks to meet deadlines, as this will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the onboarding processes, how success is measured in the role, or what challenges the team currently faces. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
