1 to 2 of 2 Client Onboarding Jobs in Cheshire

Onboarding and Customer Service - Asset Finance Chester - onsite Our client, a growing banking organisation based in Chester is looking for an experienced Onboarding and Customer Service professional to join their team. You will be responsible for supporting the sales team in the delivery of the … plan by receiving finance proposals from the broker network and keying them into the CRM system as well as taking clients through the onboarding journey and undertaking due diligence checks. You will be responsible for generating finance and security documentation and progressing your deals to pay out. First more »

SLAs. * Facilitate training initiatives for yourself and the team, collaborating with other management members for comprehensive development. * Ensure thorough documentation and auditing of new client onboarding processes. * Manage procurement of software, tools, and equipment within budgetary constraints for the technical teams. * Conduct annual performance appraisals for all … of technical support staff management, including recruitment, disciplinary actions, and performance targets in collaboration with HR and the Managing Director. * Support Account Managers in client reviews, leveraging technical insights to enhance customer relationships. Requirements: * Preferably MCP certified or holds an equivalent current Microsoft qualification. * Possession of a valid UK more »