1 to 3 of 3 Client Onboarding Jobs in South Yorkshire

post holder will need to be very comfortable with using multiple systems such as Office 365 (including outlook, word and excel), TaxCalc and other client databases for workflow and onboarding processes, as well as being adaptable to learning new systems. You will also be required to assist … other staff from time to time, work flexibly and to budgets on each client file. Duties/Responsibilities The successful candidate will ideally have at least two years bookkeeping and administrative experience. The key duties of the post are as follows: Answer all telephone calls and reception enquiries in … and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions. Make and record accurately client appointments within outlook. Booking jobs in when required, liaising with the client, and ensuring all information has been brought in along with updating more »

paperwork and certifications). * Contributing actively alongside Senior CS Specialists, as a Subject Matter Expert in Projects such as SalesForce, New Product introductions, Export, Client on-boarding, Warehouse setups, IT enhancements, etc. * Responding to a wide scope of inquiries and/or complaints liaising with the necessary departments where more »

able to handle everything from product questions to technical support to implement changes. You will act as technical project manager when it comes to client onboarding. This is a fast-paced environment, and you will need to be able to think on your feet and provide solutions quickly, within more »