Onboarding Coordinator

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Bibby Financial Services have an exciting opportunity available for an experienced and driven Onboarding Coordinator to join us on a permanent, full-time basis. You will be based in the Basingstoke officeand, in return, you will receive a competitive salary plus benefits.

We've supported small and medium-sized enterprises (SMEs) since 1982 and today we support more than 12,000 businesses worldwide. We are proud to help businesses, both big and small to grow and thrive in domestic and international markets.

Why us?

We're in the business of relationships. We know real value lies in real people, and it takes a motivated mindset and can-do attitude to belong here. It can be fast-paced and full-on, but we can handle it. We're a collective of "got your back", we collaborate together, take ownership and deliver for our clients every time. That way, everybody wins. In return, we're all empowered to get the job done because we're trusted to get it right. It's why we were hired in the first place. We want you to make the choices you believe in - we'll believe in them too.

As our Onboarding Coordinator, we will reward you and your hard work with:

- Private healthcare for you and your family

- Company pension scheme

- Wide range of flexible benefits, such as gym membership, technology, or health assessments

- Access to an online wellbeing centre

- Range of discounts from many businesses

- 25 days holiday which increases with service and options to buy or sell more.

Every day brings a new challenge as we interact with a variety of colleagues and clients, making sure their needs are met. We are sociable and support each other on the ups and downs of the working day.

As our Onboarding Coordinator, you will provide efficient sales and administration support to the sales/onboarding team and deliver excellent customer service to all prospective clients and existing clients. You will also efficiently and effectively conduct client take on's in support/absence of the Onboarding Manager and liaise with the Prospects, Sales Team and Relationship Managers to enable a smooth take on/handover of all new clients.

Your key duties as our Onboarding Coordinator will include:

- Raising offer letters and documents for prospective clients in a timely manner with accuracy, as and when requested

- Checking of legal documentation once signed by the prospective client and completion of the necessary searches e.g money laundering

- Ensuring no legal documentation is outstanding. If necessary liaise with prospect or banks ( for Waivers/Deeds of Priority)

- Assisting in the production, maintenance and completion of weekly and monthly sales analysis and reports and internal reports (if applicable)

- Establishing and maintaining professional and expert relationships with prospect clients and providing guidance and training on systems and facility management

- Working together with the sales teams to achieve their sales targets of new deals and minimum fees

- Ensuring that the customer relationship management system (CRM) Microsoft Dynamics is accurately maintained in a timely manner and all-new client gains and losses are reported within the agreed timescales.

- Ensuring best practice is shared and implemented within the operating company and the Group.

What we are looking for in our ideal Onboarding Coordinator:

- Proven experience of working in a sales-related environment

- Customer service experience

- Numeracy and literacy

- IT - Microsoft Office, in particular Excel

- Administration, Planning and Organising

- Attention to detail, excellent communication, tenacity, Customer service skill and ability to work alone whilst being a team player

There's no place quite like BFS and we're proud of that. And it's all down to you - you make us the people with which every ambitious business loves to work.

If you would like to join our team, please click 'apply' today to be considered as our Onboarding Coordinator- we would love to hear from you!

We're absolutely committed to being a truly inclusive place to work, where everyone has an equal opportunity to reach their true potential. Let us know if you need adjustments to support you through any stage of the Recruitment process.