Client Onboarding Specialist - London, United Kingdom - F5

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Sales Operations and Onboarding Specialist
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Junior

Mid Level:

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£33,000 - £38,000 per annum:

Central London (Hybrid working, 2-3 days in the office):

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FinTech
A well-established FinTech company have an opening to join their Sales Operations team.

The main responsibilities include overseeing the end-to-end onboarding process for their clients, producing documentation, and managing ongoing client relationships.

You will receive full training with a progression route to account management or sales.

Responsibilities:

Onboard new clients and manage existing clients accounts.
Provide sales support.
Create Know Your Client (KYC) documents and ensure they are kept up to date.
Ensure all client information, contact details and service details are managed and tracked in the CRM software.
Analyse data within the CRM software.
Suggest and implement improvements to the sales and onboarding processes
Prepare and track onboarding documentation including legal documents and presentations.

Skills:

Microsoft Office (Word, PowerPoint, and Excel).
Experience working in client and/or stakeholder facing roles.
Excellent time management skills, with the ability to juggle multiple tasks and work to deadlines.
Knowledge of CRM Tools is beneficial (they use Salesforce)
Experience working in finance or sales is beneficial.

Benefits