Onboarding Specialist - Brookson : Job Details

If you are looking to join a market-leading company and have phone-based customer service experience, we would love to hear from you!

For over 25 years Brookson has been supporting the self-employed, contracting, and freelance market with high quality accountancy and finance support.

We offer a wide range of accountancy and finance services tailored to the needs of our customers and we are now seeking an Onboarding Specialist to join our dynamic team.

We have offices in Warrington (our HQ), Bournemouth, and Coventry. Recently, we were acquired by People2.0, a global company specialising in workforce management solutions and global employment services, which means exciting opportunities for career development await you.

What will you be doing as an Onboarding Specialist?

As an Onboarding Specialist, you will be responsible for the onboarding of our limited company customer base. This will include welcoming all new customers to the group, working through a structured onboarding programme designed to support and educate our limited company customers in the first few weeks with us, before delivering a smooth handover to Accountancy Services, where the customer will continue their journey.

• Provide new and existing customers with a best-in-class onboarding experience.
• Advise and educate on a range of topics relevant to the annual lifecycle of a limited company, whilst resolving any queries which may arise through to resolution.
• Become the main point of contact for new customers you will ensure once a customer is signed off from onboarding, they are handed to their accountant with understanding of the basic requirements and responsibilities of a Director, how to use the online platform as well as the support model available to them.
• Promote the use of the Brookson Financial Service and generate referrals to other Brookson services where appropriate.
• Conduct outbound calls to your customers and proactively manage your diary to ensure contact with customers is completed compliantly, within SLAs.

What are the qualities that can help you thrive as an Onboarding Specialist?

Essential experience

• Strong communication and listening skills.
• Experience of working proactively managing your own time and caseloads
• Experience in delivering an exceptional standard of customer service to your clients

Desirable experience:

• Experience or qualifications gained within a finance or accounting setting
• Previous working experience within a business advisory role either in banking, insurance or accounting

In Return for joining us as an Onboarding Specialist

Here at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:

• Salary of £26,000
• Hybrid working after training
• 5% company pension contribution after 3 months
• 23 days’ annual leave, plus bank holidays and your Birthday off each year
• Free Financial Advice including Mortgages, Savings, Pensions, and more.
• Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.

Next Steps

If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria.

Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps.