Customer Onboarding & Records Specialist

Role Overview

This is a specialist operational role within Customer Onboarding & Records for Protect Delivery. The role is responsible for onboarding new and existing IP customers and for creating and maintaining accurate, compliant customer records.

What You Will Do

Execute the end-to-end onboarding process for new customers and for transitions of existing customers, gather and record information and documentation, and create and maintain accurate customer records.

Why It Might Be a Fit

The ideal candidate will have experience in customer onboarding, client administration, records or data management, or a similar operational role, ideally within IP, legal or professional services.

Requirements

• Experience in customer onboarding, client administration, records or data management, or a similar operational role
• Understanding of IP services (Filing & Translations, Renewals, Recordals, Research)
• Experience working in core fulfilment, CRM or case-management systems
• Excellent attention to detail and a strong commitment to data accuracy and quality
• Working knowledge of data protection, confidentiality and client due diligence requirements
• Clear written and verbal communication skills
• Ability to manage a varied workload, prioritise effectively and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Office, particularly Excel, and a willingness to adopt new tools and automation