WeDo Business Finance is expanding and we’re looking for a Take On Support Executive to join our Operations team at our Oldham office!
We offer a vibrant, supportive, and friendly workplace, with plenty of opportunities for career growth within the company. We take pride in seeing our team succeed and thrive.
In this role, you’ll report to the Take On Manager and serve as a key point of contact between the Sales team, Operations Team, and prospective clients, ensuring the smooth onboarding of new clients.
Key Responsibilities:
- Guide customers proactively through the onboarding process, ensuring an exceptional experience at every step.
- Prepare legal documents and conduct verifications for new prospects.
- Assist in setting up new client and debtor accounts in our systems.
- Collaborate with external clients to facilitate payments and manage debt verifications.
- Review funding criteria for new clients.
- Cultivate strong relationships both internally and externally to ensure outstanding customer experience.
- Perform due diligence on new clients and customers.
- Complete AML (Anti-Money Laundering) checks.
- Provide support to prospects and new clients during the transition process, helping them navigate systems and procedures smoothly.
What we’re looking for:
- Experience in the invoice finance sector
- Confident telephone manner
- IT literate with Microsoft packages
- Strong attention to detail and accuracy
- Ability to work on your own initiative and prioritise workload
Salary and benefits:
- Competitive salary subject to experience
- 25 days’ holiday, plus bank holidays, and your birthday off
- Critical illness cover, Death in Service, and pension contributions
- Full training will be provided
- Potential for career progression within the finance business or another company within the group
The successful candidate will have experience in an onboarding role, with an understanding of the process and/or end-to-end customer onboarding journey, within an invoice finance environment, financial services, or a related fintech environment.