Customer Service Advisor

The Portfolio Group; Hinckley; On-site; GBP 24,000 - 26,000; Full time

Job summary

A consultancy group is seeking an Onboarding Account Manager based in Hinckley to engage with new clients and ensure a seamless onboarding experience. Responsibilities include scheduling onboarding calls, delivering walkthroughs, and providing support. Ideal candidates will have strong customer service experience, communication skills, and the ability to work under pressure. This role offers a supportive environment to develop your career and make a real impact on client satisfaction and retention.

Qualifications

• Previous customer service experience, preferably telephone-based.
• Confident communicator adapting to different client needs.
• Excellent listening and problem-solving skills.

Responsibilities

• Proactively contact new clients for onboarding calls.
• Deliver engaging walkthroughs of consultancy systems.
• Act as go-to support during client's first 30 days.

Skills

Customer service experience

Communication skills

Problem-solving skills

Organisational skills

Job description

Onboarding Account Manager

Hinckley HQ - 5 Days Onsite

£24,000 - £26,000

Do you thrive in a fast-paced environment where no two days are the same?

We're on the hunt for a Client Engagement & Onboarding Specialist!

In this role, you'll be the friendly first point of contact for our new clients - welcoming them onboard, guiding them through their initial setup, and making sure they get the very best out of our services from day one!

Day to Day

• Proactively contact new clients to schedule onboarding calls and ensure a smooth start
• Deliver engaging walkthroughs of our consultancy systems and tools
• Act as the go-to support during a client's first 30 days, keeping accurate records of every interaction
• Spot disengaged users and offer tailored training to re-engage them
• Take ownership of any service issues, ensuring prompt and professional resolution
• Host online demonstrations and webinars to showcase our consultancy solutions
• Hit and exceed personal KPIs while contributing to team success
• Always champion exceptional client experience to boost satisfaction and retention

YOU?

• Previous customer service experience (telephone-based preferred)
• A confident communicator who can adapt to different client needs and levels of technical know-how
• Excellent listening and problem-solving skills
• Ability to work under pressure in a fast-moving environment
• A proactive, adaptable mindset with a passion for client success
• Strong organisational skills and accountability for your own product knowledge

At our consultancy group, client relationships are at the heart of what we do. This is your chance to make a real impact on engagement and retention, while developing your career in a supportive, growth-focused environment. You'll be part of a team that values innovation, collaboration, and putting the client first-every single time.

If you're energetic, client-focused, and ready to hit the ground running, we'd love to have you on board!