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Form of workAbout us
Onboarding Co-Ordinator
Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!
We are a top ten accountancy firm in the UK and are the number one largest SME practice.
The role
To coordinate and manage the onboarding of new clients
This is the first experience a client has of Azets after the sale process so it is vital that we provide an efficient service and positive experience whilst complying with regulations and procedures. The key activity is to onboard new clients to the business in line with the agreed terms of engagement.
Undertaking a series of, sometimes complex checks on the client and all linked parties, to comply with our anti money policy, verifying and validating the documentation and ensuring the clients’ situation is corroborated by the information provided.
Key accountabilities
The Key responsibilities can be summarised as:
- Lead onboarding calls with Clients.
- Advise and guide clients of the onboarding process.
- Liaise with Direct Line Manager/ key stakeholders to ascertain priorities for on-boarding of new client payrolls and ad-hoc projects.
- Work with the Onboarding Administrator to ensure a seamless transition for the client.
- Onboard clients on to our preferred software.
- Check and balance customer data before and after data conversions.
- Set all new clients up in the agreed format.
- Ensure clients are onboarded inline with our standard process.
- Identify and effectively manage service creep to ensure services remains profitable.
- Ensure all essential system fields are complete before handing over to a Payroll Team.
- Supporting and completing an in-depth handover with the ongoing processing teams following on from a new payroll setup and taking responsibility for the ongoing success.
- To continually update the Onboarding Manual.
- Effectively manage expectations, both internally and externally.
Skills & experience
- Maintain a high level of technical payroll, pensions, and systems knowledge through CPD
- Excellent verbal and written communication skills.
- Attention to Detail Solid Problem-Solving abilities, adapting to the ever-changing environment and reacting quickly to overcome challenges
- Being able to build strong mutual relationships with potential customers and new clients
- The ability to handle pressure well whilst managing conflicting priorities
- Be highly responsive in communication both internally and externally
For us, the personal attributes of each of our employees are what makes us authentic in the marketplace. We look for people who can collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people’s opinions. We are looking for someone who wants to be more than just a team member, but who wants to join a family of like-minded individuals.
Other
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues -
Contact us
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