Onboarding Advisor | Travel Members & Seamless Setup

Protected Trust Services; Sunderland; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Company pension

On-site parking

Bike to Work Scheme

Training and development

Job summary

Protected Trust Services is hiring an On-Boarding Advisor in Sunderland. You will support onboarding new members, review applications, issue contracts, and gather essential business information.

The role involves coordinating handover calls via Teams or in person and maintaining clear records. The ideal candidate is highly organised, detail-focused, and enjoys delivering excellent customer service in a fast-paced environment.

Qualifications

• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Experience in onboarding or process-driven roles is a plus.

Responsibilities

• Assist in onboarding new members and issuing contracts.
• Review applications and gather key information.
• Coordinate handover calls via Teams or in person.
• Maintain accurate records in internal systems.
• Support smooth integration into the PTS network and respond to queries.

Skills

Administrative skills

Organisational skills

Communication skills

Customer service

Microsoft Office

Tools

CRM platforms

Job description

Protected Trust Services is hiring an On-Boarding Advisor in Sunderland. You will support onboarding new members, review applications, issue contracts, and gather essential business information.

The role involves coordinating handover calls via Teams or in person and maintaining clear records. The ideal candidate is highly organised, detail-focused, and enjoys delivering excellent customer service in a fast-paced environment.