Onboarding Lead – Financial Advice Customer Experience

Skipton Building Society; Skipton; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave + bank holidays

Pension contribution (up to 10%)

Staff mortgages and product access

Flexible working

Private medical & wellbeing app

Cycle-to-work

Discounts on partner retailers

Job summary

Skipton Building Society is hiring a Customer Contact Lead for a 12-month secondment at head office in Skipton. The role focuses on guiding customers through onboarding for Financial Advice, keeping them informed and supported, and collaborating with advisers to ensure smooth progress.

The position requires strong relationship-building and a commitment to excellent service. You'll gain knowledge and new skills while exploring progression paths within Financial Advice, with hybrid-style work

Qualifications

• Experience within a Financial Advice environment is beneficial.
• Excellent communication and customer service skills.

Responsibilities

• Own the customer onboarding journey for Financial Advice customers, keeping them informed and engaged.
• Coordinate with advisers and operational teams to move cases forward.
• Identify opportunities to improve the customer journey and overall service experience.

Job description

Skipton Building Society is hiring a Customer Contact Lead for a 12-month secondment at head office in Skipton. The role focuses on guiding customers through onboarding for Financial Advice, keeping them informed and supported, and collaborating with advisers to ensure smooth progress.

The position requires strong relationship-building and a commitment to excellent service. You'll gain knowledge and new skills while exploring progression paths within Financial Advice, with hybrid-style work