Client Onboarding Advisor

Miles & Barr Estate Agents; Herne Bay; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Health & Wellbeing

Learning & Development

Holidays & Enhanced Leave

Lifestyle Perks

Security & Support

Job summary

Miles & Barr Estate Agents in Herne Bay is seeking a Client Onboarding Advisor to join our Head Office team. The role centers on guiding clients through onboarding, AML checks, and building strong relationships with sellers and buyers.

You will contribute to meeting KPIs and delivering a seamless customer experience. The successful candidate will manage onboarding steps, liaise with stakeholders, and identify upsell opportunities within a fast-paced property environment.

Qualifications

• Attention to detail and high level of accuracy.
• Strong written and verbal communication skills to interact seamlessly with clients, teammates, and stakeholders.
• You will be dedicated to delivering a first-class customer experience.
• Proficient in word, excel, powerpoint.
• Excel at juggling multiple tasks and priorities in a fast-paced setting.

Responsibilities

• Consistently meeting KPI’s in line with business needs
• Speaking to our sellers and buyers on the phone taking them through Anti Money Laundering process and building rapport with our clients
• Liaising with various stakeholders
• Upselling or cross selling depending on client requirements
• Managing onboarding processes.

Skills

Customer service

Communication

Attention to detail

Onboarding processes

AML procedures

Word

Excel

PowerPoint

Multi-tasking

Tools

Word

Excel

PowerPoint

Job description

We believe great outcomes begin with great people

Who we are;

Welcome to Miles & Barr, a trusted name in property across Kent. Now part of Lomond, the UK’s leading property group and recently named one of the Sunday times best places to work, Miles & Barr combines extensive local insight with the resources of a wider network. Our experienced team is here to guide people through every step of buying, selling, or letting their home.

An excellent opportunity has arisen to join our team as a Client Onboarding Advisor based in our Head Office in Herne Bay. The package is £30,000 OTE

The role;

• Consistently meeting KPI’s in line with business needs
• Speaking to our sellers and buyers on the phone taking them through Anti Money Laundering process and building rapport with our clients
• Liaising with various stakeholders
• Upselling or cross selling depending on client requirements
• Managing onboarding processes.

What we are looking for;

• Attention to detail and high level of accuracy.
• Strong written and verbal communication skills to interact seamlessly with clients, teammates, and stakeholders.
• You will be dedicated to delivering a first-class customer experience.
• Proficient in word, excel, powerpoint.
• Excel at juggling multiple tasks and priorities in a fast-paced setting.

Reward & Benefits;

• Health & Wellbeing – Access to our smart spending app with discounts at 900+ retailers, wellbeing resources, free counselling, and a Virtual GP service.
• Learning & Development – We’ll support your professional growth with funded qualifications and over 90 in house training programmes.
• Holidays & Enhanced Leave – Up to 28 days’ holiday plus bank holidays and enhanced family friendly leave (Neonatal, maternity, paternity, adoption & IVF).
• Lifestyle Perks – Cycle2Work scheme, Smart Tech scheme for the latest gadgets, and celebrations for long service.
• Security & Support – Life assurance cover to protect your loved ones.

At Miles & Barr, diversity and inclusion are at the heart of what we do. We welcome applicants from all backgrounds, nationalities, abilities, and perspectives.

We’re also committed to ensuring an inclusive and accessible recruitment process. If you require any adjustments or support during the application or interview stage, just let us know - we’ll be happy to help.

Join us and experience a workplace that truly values you.