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On boarding Specialist

Company: XE
Location: Irvine
Posted on: February 16, 2020

Job Description:

The Corporate On Boarding team is the first line of corporate client interaction and the first point of contact for all inbound corporate contact and queries (e.g. phone or email). The role is compliance-driven with a heavy time management and customer support aspect. We are looking to add a sales-driven, motivated, and passionate team member to this expanding role.

Examples of Key Responsibilities include:

  • Respond to and process all inbound corporate registrations and queries providing clear explanations and expectations of registration and possible documentation requirements;
  • Respond to inbound queries relating to the usage of the Xe online platform for corporate clients or transfer to the best internal team to assist.
  • Qualify and overcome objections appropriately - clearly articulating features, advantages and benefits of the service.
  • Engage with clients to identify and understand their requirements - adhering to business processes and guidelines.
  • Outbound corporate service support (including responding to emails, chasing up outstanding information for clients to activate their account).
  • Liaise with the appropriate internal team to ensure query resolution in a timely and professional manner, taking ownership and escalating if required.
  • Build and maintain effective working relationships internally to ensure prompt query resolution for the customer, referring queries as required;
  • Put the customer at the center of everything that we do, demonstrating brand values through all contact with the customer;
  • Gather information about clients current and future requirements - promoting and suggesting additional Xe and affiliate/partner services as appropriate;
  • Ensure company CRM systems are accurately updated to show a clear audit trail of all client contact (written and verbal);
  • Treat customers fairly living out our core values of customer excellence, respect and integrity;
  • Achieve personal/team SLAs and productivity targets.
  • Maintain current and up to date knowledge of internal policies, procedures and processes and awareness of changes to legal and regulatory frameworks that may impact Xe and its clients;

    Requirements

    • Bachelor's degree preferred
    • Effective communication skills
    • Previous experience within banking / financial services would be advantageous
    • Understanding and experience with compliance and AML Regulations preferred
    • Experience within corporate sales desirable
    • Coachable and willingness to learn
    • Ability to clearly articulate features, advantages and benefits "FABs" of products and services;
    • Able to resolve customer issues, queries and complaints in calm, courteous and professional manner;
    • Able to demonstrate strong attention to detail and numeracy skills;
    • Ability to work in a team environment and have fun.

      Benefits

      • $45,000- $50,000 salary, depending on experience
      • Quarterly commission scheme
      • 401k Retirement Savings
      • Employee Stock Purchase Plan (ESPP)
      • Educational Assistance Plan
      • Employee Assistance Plan
      • Paid Time Off Benefits:
      • Paid Vacation
      • Holidays
      • Paid Birthday leave

Keywords: XE, Irvine , On boarding Specialist, Other , Irvine, California

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