Client Onboarding & Success Advisor

Miles & Barr Estate Agents

Herne Bay

On-site

GBP 27,000 - 33,000

Full time

4 days ago

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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.