Customer Onboarding Advisor

As a Customer Onboarding Advisor, you’ll guide new contractors and customers from referral and registration through to activation. Your goal is to create a simple, proactive and confidence-building onboarding experience while balancing customer care, accuracy, compliance and commercial awareness.

What You’ll Be Doing

• Welcome new customers and provide clear, timely guidance throughout registration and onboarding.
• Make proactive outbound contact, follow up outstanding actions and remove barriers that could delay activation.
• Explain identity, Right to Work, compliance and onboarding requirements in clear, practical language.
• Take ownership of onboarding cases, maintain accurate CRM records and keep customers informed of progress and next steps.
• Introduce Workwell Plus and Care Packages where they provide a genuine customer benefit.
• Work towards agreed customer, quality, compliance and conversion KPIs.
• Support a smooth and positive onboarding journey from initial enquiry through to activation.

We’d Love to Hear from Someone Who

• Has customer service, onboarding, sales or lead-conversion experience in a fast-paced environment.
• Is a confident and professional communicator with a friendly, reassuring approach.
• Takes ownership, stays organised and can manage customers at different stages of their journey.
• Can make detailed requirements feel simple, using empathy, patience and sound judgement.
• Is comfortable making outbound calls, following up actions and working towards agreed KPIs.
• Balances commercial awareness with doing what is right for the customer.
• Is a fast learner who embraces technology, teamwork, feedback and continuous improvement.

What We Can Offer You

• Uncapped bonus opportunity through successful Workwell Plus and Care Packages sales
• 25 days annual leave (increasing with service) plus bank holidays
• Pension
• Health Assured
• Life Assurance
• Cycle to Work Scheme
• Employee awards and recognition
• Long Service Recognition
• Annual Pay Review
• Employee Referral Scheme

Brand: Workwell Contractor Solutions
Territory: EMEA
Location : Chester, United Kingdom
Salary : £25,275
Workplace : Office
Experience : Mid
Hours : 37.5

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →