SRM Recruitment is delighted to be partnering with a growing and dynamic company that values collaboration, efficiency, and excellent customer service. They foster a supportive work environment where employees can develop their skills and contribute to the success of the business.

We are recruiting for a Client Onboarding Administrator on behalf of our client, an industry-leading organisation. The role is focused on supporting the onboarding and migration of new customers onto the company's service platform. The successful candidate will be responsible for managing administrative tasks, maintaining records, generating compliance and sales reports, and providing ongoing support to the Sales and Relationship teams.

Hatfield
1 day a week working from home (after probation)
37.5 hours per week - flexible hours between 8am - 6:30pm
Salary: £26,000 - £27,000 + excellent benefits package
Free parking

Key Responsibilities

Support the full process of onboarding and migrating new clients onto the company's system.
Manage the Projects & team inboxes, ensuring timely responses.
Create and manage sales and compliance reports using Excel on a daily, weekly, and monthly basis.
Maintain and update the central database of client accounts.
Assist with compliance tasks, including processing applications through regulatory systems.
Draft and send agreements and amendments to clients for service launches and contract changes.
Provide data analysis to identify trends and opportunities within key client groups.
Support price changes and renewal adjustments.
Monitor and coordinate ongoing onboarding projects, ensuring smooth transitions.
Provide general administrative support to the client relationship management team and assist with ad hoc reporting.

Person Specification

Proficiency in Microsoft Office Suite, particularly Excel (formulas, pivot tables, data analysis).
Strong organisational skills with the ability to prioritise multiple tasks effectively.
High attention to detail to ensure accuracy in reports, data entry, and project documentation.
Ability to manage workloads in a fast-paced environment and meet deadlines.
Proactive problem-solver with a self-motivated, can-do attitude.
Strong team player with a professional and approachable manner.

This vacancy is being advertised by SRM Recruitment - Welwyn Garden City office.

If you are interested in this role or looking for something similar, please contact our Senior Consultant Lizzie Burgess directly for a confidential discussion.

Our Welwyn Garden City team specialise in permanent, temporary & contract recruitment in Accountancy & Finance, Human Resources, Marketing & Creative, Office Support and Procurement & Supply Chain.