Onboarding Coordinator (Ref: V615)


Posted: 29/11/2018


Full time

£18,000 - £19,000

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an Onboarding Coordinator to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As an Onboarding Coordinator, you will primarily be responsible for onboarding new clients while providing excellent customer service throughout the process. You’ll be proactively promoting the company’s products and will actively seek client retention.

So, if you have a strong customer focus and previous experience in a customer service environment, then we want to hear from you.

The key responsibilities for the role will include, but are not limited to:

To ensure all telephone and email enquiries are resolved to the client’s satisfaction.

To manage the expectations of a portfolio of clients through effective communication and ownership.

Build client interest in products offered by adding value at every available opportunity.

To retain existing clients through both reactive and proactive retention.

To work well as part of a team, be open-minded towards the ideas and views of others and contribute to building team spirit.

To generate ideas for improvements to processes and the overall client experience.

To communicate with clients in a professional and compliant manner.

To achieve individual and departmental performance targets.

To build rapport with clients as part of providing an excellent service.

To ensure information is transferred accurately from system to system and that client data is kept up to date.

To maintain a strict level of client confidentiality at all times.


Person Specification

Previous experience in a customer service environment.

Ability to communicate clearly with a strong customer focus.

Experience of achieving required targets.

Excellent soft skills with the ability to build rapport.

Retention skills.

Personal workload organisational and time management skills.

Ability to deal with difficult situations in an assertive and supportive manner.

Ability to work as part of a team with an active and valuable contribution.


Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Apply now

To apply, please upload your CV and Cover Letter and submit your details below.

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