Customer Onboarding Advisor

Posted 1 day 3 hours ago by Workwell Group

Permanent
Full Time
Other
Cheshire, Chester, United Kingdom, CH1 1
Job Description

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