2 of 2 Permanent Client Onboarding Jobs in Southampton

Trainee Fund & Corporate Administrator - Client Onboarding Job ID: Location: Southampton Reports to Operations Manager - Client Onboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result … we are looking for a Trainee Fund & Corporate Administrator to join the Group's Client Onboarding specialist team. The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training/qualifications. Key More ❯

cover Pension scheme Company-wide trips abroad we've done Benidorm, Corfu where's next? Monthly sales incentives and prizes Professional growth Full onboarding, product training, and sales support Clear progression pathway into senior roles What you'll be doing As a Field Sales Executive, you'll represent … key decision-makers ️ Managing your pipeline through our CRM and ensuring accurate follow-ups ️ Working closely with internal teams to ensure a smooth onboarding process for new clients Who we're looking for You'll thrive in this role if you're a natural relationship builder, a strong More ❯