Customer Experience & Onboarding Specialist

ANNA Money(5 days ago)

Cardiff, United KingdomOnsiteFull TimeJunior$46,951 - $63,448 (estimated)CX

About this role

A Customer Experience & Onboarding Specialist in the CX department of the Financial Services industry is responsible for guiding new clients through the onboarding process and ensuring a positive experience. They serve as a point of contact for customer queries, facilitate onboarding procedures, and support customer retention efforts. The role emphasizes customer satisfaction and effective communication within the financial context.

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Required Skills

Customer Service
Onboarding
Communication
Financial Services
Problem Solving

About ANNA Money

anna.money

ANNA Money is a UK-based business account designed to automate your accounting and HMRC tax filings. Marketed as “The Business Account That Does Your Taxes,” it targets sole traders, startups, and limited companies by automating bookkeeping and tax reporting. The platform combines business banking with tax automation to simplify financial administration and compliance for UK businesses.

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