Asset Finance Onboarding Specialist

Job Description

Job Title: Asset Finance Onboarding Specialist

Salary: £25,000-27,000

Location: Chester


We are delighted to be working with our successful and established client, who are seeking their next Customer Onboarding Specialist to join their financial team based in Chester. Our client are an award winning and recognised leader in their field, boasting excellent employee benefits and fantastic progression routes.


One of our clients core values is to grow a sustainable, customer focused and innovative service that supports and champions the financial health of their clients. As the next Client Onboarding Specialist you will be representing this business with that value in mind, maintaining excellent customer service at all times. Reporting directly to the Operations Manager, you will be responsible for supporting the sales team in delivery of the business plan by receiving finance proposals and keying them into the CRM system. You will follow defined process steps to check companies and individuals through the onboarding journey which will include due diligence checks and following compliance procedures.


In addition, you will be responsible for generating finance documentation and progressing to pay out, maintaining first class communication skills to ensure exceptional service to the customers.




Working Hours: Monday – Friday 09:00 – 17:30


Key Responsibilities:

Accurately inputting data into the CRM system.

Undertake personal identity checks, plus Fraud and PEP checks where appropriate.

Undertake Business credit and verification checks

Preparation of legal documentation which will include finance agreements and security documents

Ensuring bank verification is complete

To follow processes correctly and in a timely manner to ensure that service level agreements are met

Manage own cases from inception to pay out to suppliers following due diligence procedures

Prepare and send out executed documentation

Handle and resolve broker queries in a timely manner and to a high standard

Effective communication skills, both written and verbal, and ability to tailor communication to a variety of audiences

Understand the background of the query, do required research with the provided tools, and respond appropriately

Build appropriate meaningful relationships with the network demonstrating a practical ‘can do’ attitude and becoming a trusted point of contact for queries through to resolution

Connect with customers at a professional level and build rapport with them

Undergo the required training and regulatory training, applying it where it’s required throughout day-to-day activities

Contribute to the positive development of a diverse and inclusive culture


Minimum Requirements:

Previous customer service experience within financial services

Good written and verbal communications skills

Good organisational skills

Reliable, honest and can contribute to create a thriving culture

Knowledge of regulatory policies within the financial services sector

Knowledge of onboarding procedures including due diligence and KYC

KEYWORDS: Customer Service, Financial, KYC, Banking, Administration


Job Type: Full-time

Salary: £25,000.00 per year


Schedule: Monday to Friday


Unfortunately due to time restrictions we cannot respond to every applicant, in the event that we haven’t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies.


We are acting on behalf of the client as an Employment Business in relation to this vacancy.


We are an equal opportunities agency and welcome applicants from all backgrounds.

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Posted: 22/05/2024

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