Customer Onboarding Associate

Aimée Willow Connex; Nottingham; Hybrid; GBP 28.000 - 38.000; Vollzeit

Zusammenfassung

Aimee Willow Connex Limited is seeking an organised financial services operations professional to join our Nottingham-area team. Based out of the Sale office 4 days per week during probation and then hybrid 3/2, you'll handle inbound requests, due diligence, and documentation in line with internal policies.

You will work with Sales, Account Managers and Brokers, maintain records, and ensure timely payments, with a focus on accuracy and strong stakeholder relationships.

Qualifikationen

• Aptitude for accuracy and attention to detail.
• Proactive approach with initiative.
• Ability to work independently and in a team.
• Numeracy with analytical ability.
• Strong stakeholder management and communication.
• Experience in Financial Services and Asset Finance preferred.

Aufgaben

• Managing inbound requests from internal teams, ensuring policy and SLA compliance.
• Conduct customer due diligence including risk assessments and verification of ownership.
• Prepare and issue finance and securing documentation per credit approvals and regulations.
• Complete pre-payout checks ensuring asset details are correct before funds release.
• Maintain accurate system updates and communicate application status.
• Provide prompt assistance to customers, brokers and suppliers via phone and email; escalate as needed.
• Collaborate with other departments to ensure smooth communication for brokers and customers.
• Process payments to suppliers and intermediaries timely and compliantly.
• Manage post-execution tasks: portal updates, security registration, welcome docs, deposits allocation.
• Keep accurate records of customer interactions in the internal system.
• Provide overflow coverage to the customer services team.

Kenntnisse

Attention to detail

Proactive / initiative

Independent worker

Numerate / analytical

Stakeholder management

Customer-facing experience

Financial services knowledge

Asset finance knowledge

MS Office

Tools

MS Office

Jobbeschreibung

Based out of their Sale office 4 days per week during probabation and then hybrid 3/2.

Responsibilities include:

• Manging inbound requests from internal teams such as Sales, Account Managers and Broker Support, ensuring compliance with relevant policies and service level agreements.
• Conduct customer due diligence, including risk assessments, verification of beneficial ownership and validation of identity and address documents.
• Prepare and issue finance and securing documentation in line with credit approvals, regulatory requirements and internal policies.
• Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release.
• Maintain accurate system updates and communicate application status as needed.
• Provide clear, prompt assistance to internal teams, customers, brokers and suppliers via phone and email, escalating complex issues where required.
• Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers.
• Process payments to suppliers and intermediaries in a timely and compliant manner.
• Manage post-execution tasks, including portal updates, security registration, welcome documentation, an allocation of deposits.
• Keep accurate record of customer interactions and transactions using our internal system.
• Provide overflow and contingency cover to the customer services team.

Requirements:

• Able to demonstrate accuracy and strong attention to detail.
• Proven experience of working proactively and taking initiative.
• An ability to work independently as well as part of a team.
• Numerate with analytical ability.
• Able to engage with both customers and colleagues at all levels of seniority and other internal departments.
• Strong stakeholders management skills, able to develop and maintain relationships both internal and externally.
• Worked with customers, demonstrating high standards of service and providing excellent customer outcomes.
• Previous knowledge and experience of the Financial Services Industry and similar operational or customer facing roles.
• Previous knowledge and experience of the Asset Finance Industry.
• Good knowledge of Microsoft products.