Hybrid Customer Experience, Onboarding Specialist

Posted 4 hours ago

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About the role

  • Customer Experience & Onboarding Specialist at ANNA, managing customer queries and onboarding processes for small businesses. Engaging with customers directly and handling complex compliance cases.

Responsibilities

  • Support wider customer experience queries, not strictly bound to Onboarding-related ones - you would be equipped to provide general app and business advice
  • Handle complex KYB/KYC cases, including enhanced due diligence where required
  • Independently review, assess, approve or decline business customers during onboarding
  • Make risk-based decisions — and confidently stand behind them
  • Communicate directly with customers via chat, email, and phone to request info, explain outcomes, and guide them through the process
  • Balance excellent customer experience with regulatory and fraud risk (no nonsense)
  • Work closely with the rest of CX, Compliance, Risk, and Product to continuously improve onboarding flows
  • Spot patterns, raise red flags, and help ANNA sharpen its claws 🐾****
  • You won’t just follow rules — you’ll apply them intelligently.

Requirements

  • Experience working in a regulated, policy-driven, or audited environment** (Not “supported onboarding” or “assisted reviews” — you’ve actually done the work)
  • Comfortable with challenging information and asking for clarification
  • Independent approval and decline decision-making experience
  • Direct customer communication experience (chat, email, and/or phone)
  • Confidence in balancing customer empathy and strong regulatory awareness to achieve compliant results
  • If you haven’t made real onboarding decisions yourself, this role won’t be the right fit — and that’s okay 🧡
  • ✨ Ideal Background Signals (nice, but not mandatory)
  • You’ll likely feel right at home if you’ve previously worked as a:
  • Onboarding Analyst / KYB Analyst in a UK fintech environment
  • Enhanced Due Diligence (EDD) analyst with customer contact
  • SME onboarding specialist (especially for business accounts)
  • Payments or banking compliance analyst with strong CX exposure**

Benefits

  • £1,000 annual Continuous Learning budget
  • £1,000 “Take A Break” wellbeing budget
  • Private Bupa healthcare
  • Growth share program
  • Perkbox access (fitness, rewards, mental health support)
  • Cycle to Work & Nursery Care salary sacrifice schemes
  • Regular social events (virtual & in-person)
  • Half days on Bank Holidays with full-day pay
  • 28 days annual leave — plus more after two years
  • A day off for your birthday 🎂
  • A culture where your voice genuinely counts

Job title

Customer Experience, Onboarding Specialist

Job type

Experience level

Mid levelSenior

Salary

£27,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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