Onboarding & Customer Services Specialist

Full Time
Cheshire, Chester
Posted 2 months ago

Job Title: Onboarding & Customer Services Specialist

Location: Chester

Salary: £23k

About the Company:

Our client were founded by the agricultural industry to provide bespoke financial products for farmers, agricultural businesses and everyone who loves the British countryside.

Job Description: 

The Asset Finance Onboarding and Customer Service Specialists report to the Asset Finance Operations Manager. You will be responsible for supporting the sales team in delivery of the business plan by receiving finance proposals from the broker network and keying them into the CRM system. You will be responsible for undertaking defined process steps to check companies and individuals through our onboarding journey, this includes performing all due diligence checks and you will need to have the ability to investigate any queries escalating with our compliance area if required.  You will be responsible for generating finance and security documentation and progressing your deals to pay out. First class communications skills will deliver exceptional service to both the customers and broker networks.

Skills and Experience needed (essential or preferred) :-


  • Previous customer service experience
  • 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
  • Previous experience in a financial services environment
  • Asset finance and / or Agricultural experience

For more information or to send applications please send your details to Melanie Phillips on melanie@cfrecruitment.co.uk

Job Features

Job CategoryAsset Finance, Customer Service

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