Commercial Administrator Client Onboarding

**Great opportunity within financial services** ** Thorough on boarding and training plan** ** Hybrid working - 2 days from home**

Our successful client based in Bradley Stoke, Bristol, support businesses to access the finance they need to achieve their business growth plans.

They are now recruiting into their client onboarding team and looking for someone with excellent administration, attention to detail, communication and personal organisation skills.

In terms of experience you will ideally already have some understanding of financial services or general accounting, but this is not essential. Experience working within an administrative role that requires high levels of attention to detail is however required.

Key responsibilities will include:

• Carry out all onboarding checks with clients to ensure compliance with internal and regulatory requirements, utilising the onboarding checklist
• Raising all legal documentation for new clients
• Liaising directly with the prospective client to ensure all information required is received promptly, highlighting any delays or concerns to the sales-person
• Responding to and resolving queries raised during the on boarding process in a timely manner – both internally and externally
• Setting up new clients on the online platform/portal
• Setting up all required credit limits for each new client
• Sending out all welcome documents and passing over to relationship managers for ongoing support
• Assessing outstanding invoice debt and regular chasing/credit control to maintain acceptable levels of business risk.
• Ensuring accuracy of required documentation, management of customer data, working to set KPIs, customer facing role including occasional attendance at meetings with customers within your portfolio.

Alongside hybrid working this role offers 35 hour working week with varied start and finish time options, 25 days holiday plus BH and additional holiday purchase scheme, Gym membership discount.

There is a full and detailed job description available, so if this role offers the type of challenge you are looking for in your career then apply today.

Change Recruitment Services Limited provides services as an Agency and an Employment Business, and is committed to equal opportunities for all candidates