Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver a top-notch onboarding experience for new customers in a dynamic digital platform.
- Company: Join a market-leading company with a friendly and supportive culture.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working from home four days a week.
- Why this job: Make a real impact by building trust and relationships with professional services customers.
- Qualifications: Experience in customer support within a law firm and confident CRM user.
- Other info: Opportunity for growth and involvement in wider operational activities.
The predicted salary is between 30000 - 42000 £ per year.
We’re looking for a friendly, proactive and detail-driven Customer Onboarding Specialist to deliver a first-class onboarding experience for new professional services customers, including law firms and lenders, joining a market-leading digital platform. This role is all about building confidence, trust and long-term relationships. You’ll guide new customers through onboarding from initial referral through to their first successful transaction, ensuring they feel supported, informed and genuinely delighted at every stage. You’ll take pride in managing interactions end-to-end, responding accurately the first time, and continuously improving processes based on customer feedback. Over time, you’ll also broaden your involvement into wider operational and customer support activities.
You will have previous experience within the mortgage or conveyancing process and be a confident user of a CRM system.
The Role- Customer Onboarding
- Manage the end-to-end onboarding of new customers in line with defined processes
- Build strong professional relationships throughout onboarding and through completion of the first transaction
- Support multiple customers concurrently, keeping them informed and confident at every stage
- Maintain accurate and up-to-date customer records within a CRM system
- First Transaction Support
- Help law firm customers identify a suitable first transaction
- Provide hands-on guidance throughout the transaction lifecycle, supporting queries through to completion
- Update progress and stage gates to support reporting and internal visibility
- Handover customers smoothly to relationship management once onboarding is complete
- Feedback, Process & Continuous Improvement
- Manage feedback, issues and concerns with an empathetic, resolution-focused approach
- Document feedback and close the loop with customers
- Work with managers to update processes, documentation and training materials
- Contribute to help centre content, knowledge bases and onboarding resources
- Collaborate with colleagues to embed a culture of continuous improvement and high-quality service
- Wider Operational Support
- Handle customer enquiries and user access queries
- Support daily administration tasks as required
- Expand knowledge and capability across broader operational activities as experience grows
- Previous experience in a customer-focused support role within a law firm environment
- Confident communicating with customers via phone, video calls and email
- Polite, articulate, cheerful and professional manner
- Strong organisation and time-management skills
- Excellent written and verbal communication skills
- High attention to detail
- Self-motivated, proactive and comfortable working autonomously and as part of a team
- Willingness to learn and continuously develop knowledge
- A genuine passion for delivering first-class customer service
- Calm and composed under pressure
- Collaborative, supportive and flexible
- Professional, reliable and demonstrates high personal integrity
- Strong analytical mindset
- Advanced Microsoft Office skills, particularly Excel
- Enthusiastic, adaptable and eager to expand skills and knowledge
This role is primarily home-based. You must be able and willing to travel to Leeds at least once per week and occasionally travel to the South for Team meetings. Attendance at industry events, roadshows and sales-led activities will also be required.
Customer Onboarding Specialist employer: Neom Recruitment Ltd
Contact Detail:
Neom Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Onboarding Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in law firms or customer onboarding. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to customer service and onboarding. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your CRM skills! If you’ve got experience with specific systems, be ready to discuss how you’ve used them to enhance customer relationships. This will definitely catch the eye of hiring managers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Customer Onboarding Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Onboarding Specialist role. Highlight your experience in customer support, especially within law firms, and showcase how you can build strong relationships with clients.
Show Off Your Communication Skills: Since this role involves a lot of interaction with customers, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear, friendly language in your application to reflect the professional yet approachable vibe we’re after.
Highlight Your Attention to Detail: We love candidates who pay attention to detail! Make sure to mention any experiences where you’ve successfully managed multiple tasks or maintained accurate records, especially in a CRM system. This will show us you’re the right fit for keeping our onboarding process smooth.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at Neom Recruitment Ltd
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Customer Onboarding Specialist role. Familiarise yourself with the onboarding process, customer relationship management, and the specific needs of law firms and lenders. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
As this role involves a lot of interaction with customers, be prepared to showcase your communication skills. Practice articulating your thoughts clearly and confidently, whether it’s through phone, video calls, or email. You might even want to prepare examples of how you've successfully communicated with customers in the past.
✨Emphasise Your Problem-Solving Abilities
Highlight your ability to handle customer feedback and resolve issues effectively. Think of specific instances where you’ve turned a negative experience into a positive one for a customer. This will illustrate your empathetic approach and commitment to continuous improvement, which are key attributes for this role.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation!