A prestigious financial institution is seeking an exceptional Client Onboarding Specialist to join their esteemed Client Services team. This pivotal role will play a crucial part in delivering outstanding service excellence.
The ideal candidate will possess experience in managing client onboarding processes, analyzing customer data, and identifying trends. As the first point of contact for support, you will provide insightful analysis to enhance customer satisfaction.
Key responsibilities include:
* Leading the client onboarding process
* Analyzing customer data to identify trends and opportunities for improvement
* Collaborating with stakeholders to drive business growth and customer loyalty
To succeed in this role, you will require:
* 2 years' experience within the financial services sector, ideally in a middle office capacity
* Excellent customer service skills and knowledge of Hubspot (CRM system)
* Strong analytical and problem-solving abilities
* Proven track record of effective communication with stakeholders and customers
This exciting opportunity offers a competitive salary of up to £40,000 per annum, plus additional benefits. The role requires attendance in the office for 4 days a week.
McGregor Boyall is an equal opportunity employer committed to diversity and inclusivity.