Client Onboarding Specialist - Financial Services Tech

Placements24; Kimberley; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive medical benefits

Remote-friendly policy

Paid time off

Professional development

Job summary

Placements24 is seeking a meticulous Client Onboarding Specialist for a fully remote role. The position focuses on streamlining new client integration, ensuring secure data handling and regulatory compliance, and providing clear guidance throughout setup and activation.

You will coordinate with sales, product, and support teams to deliver a smooth onboarding journey from inception to completion. The ideal candidate has 3+ years in onboarding or related roles, strong CRM skills, and excellent

Qualifications

• Minimum of 3 years of experience in client onboarding, account management, or customer support.
• Strong understanding of client relationship management and project coordination.
• Excellent organizational and time-management skills with multi-client workload.
• Clear communication to explain technical processes to clients.
• Proficient in using CRM software and other client management tools.
• Familiarity with regulatory requirements is a plus.
• Ability to work independently and remotely with high productivity.

Responsibilities

• Guide new clients through onboarding from setup to platform activation.
• Collect and verify required documentation in compliance with regulations.
• Configure client accounts and services per needs and agreements.
• Provide clear instructions and support during onboarding.
• Collaborate with sales, product, and tech support for a seamless experience.
• Address issues and questions during onboarding period.
• Develop and maintain onboarding documentation and guides.
• Monitor client progress and identify potential delays.
• Gather feedback to improve onboarding process.
• Ensure client data is handled securely and confidentially.
• Meet onboarding timelines and satisfaction targets.

Skills

Onboarding experience

CRM proficiency

Regulatory knowledge

Communication skills

Project coordination

Remote work

Education

Bachelor's degree in Business, Finance, IT, or related field

Tools

CRM software

Project management tools

Documentation tools

Job description

About the Role

Our client, a cutting-edge FinTech company, is looking for a meticulous Client Onboarding Specialist to streamline and enhance the new client integration process. This role is critical in ensuring a smooth and efficient transition for new clients, setting them up for success with our client's innovative financial technology platforms. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a keen understanding of financial services or technology onboarding procedures. This is an excellent remote opportunity for detail-oriented professionals eager to contribute to a fast-growing FinTech firm. You will be the primary guide for new clients, facilitating their setup and initial engagement. While this role is fully remote, it offers the flexibility to work from anywhere within South Africa.

Key Responsibilities

• Guide new clients through the entire onboarding process, from initial setup to full platform activation.
• Collect and verify necessary client documentation and information in compliance with regulatory requirements.
• Configure client accounts and systems according to their specific needs and service agreements.
• Provide clear and comprehensive instructions and support to clients during the onboarding phase.
• Collaborate with sales, product, and technical support teams to ensure a seamless client experience.
• Address and resolve any issues or questions that arise during the onboarding period.
• Develop and maintain clear onboarding documentation and guides for clients.
• Monitor client progress and proactively identify potential challenges or delays.
• Gather feedback on the onboarding process to identify areas for improvement.
• Ensure all client data is handled securely and confidentially.
• Achieve established onboarding timelines and client satisfaction targets.

Requirements

• Minimum of 3 years of experience in client onboarding, account management, or customer support, preferably in FinTech or financial services.
• Excellent understanding of client relationship management and project coordination.
• Strong organizational and time-management skills, with the ability to manage multiple clients simultaneously.
• Superb communication and interpersonal skills, with the ability to explain technical processes clearly.
• Proficiency in using CRM software and other client management tools.
• Familiarity with financial regulations and compliance requirements is a plus.
• Ability to work independently and remotely, maintaining high productivity.
• Bachelor's degree in Business, Finance, IT, or a related field is preferred.
• Detail-oriented with a commitment to accuracy and data integrity.
• Must be legally authorized to work remotely in South Africa.

Benefits

• Competitive salary and potential for performance-based bonuses.
• Comprehensive medical and retirement benefits.
• Generous paid time off and company holidays.
• Opportunities for professional growth and development in the FinTech industry.
• Fully remote work arrangement providing excellent work-life balance.
• Access to cutting-edge financial technology tools and platforms.
• Company-sponsored training and workshops.
• A collaborative and innovative work culture.