Client Onboarding & Fulfilment Specialist

Fnbnamibia; Johannesburg; On-site; ZAR 558,000 - 668,000; Full time

Benefits offered by this job

Networking opportunities

Challenging work

Innovation opportunities

Job summary

RMB in Johannesburg is seeking a Client Fulfilment Operations Specialist to support centralized processing of product and channel requests, ensuring that all legal documents are accurate and compliant.

You will vet documents, provide updates to clients on activation status, manage onboarding for online platforms and product activations, and collaborate with IT, Risk and Compliance to ensure timely, audit-ready delivery.

Qualifications

• Bachelor of Commerce in a related field.
• 2 to 5 years' experience in Client Experience and Value Management.

Responsibilities

• Receive, review, and validate documentation for product and channel requests from clients or internal stakeholders, ensuring alignment with the bank’s fit-for-processing standards.
• Vet documentation for accuracy and completeness and execute approved requests.
• Maintain proactive communication with clients, providing regular updates on activation status, managing expectations, and ensuring timely resolution.
• Accurately process new and existing client requests for channel onboarding (e.g., online platforms, host-to-host integrations) and product activations.
• Verify and manage client information, ensuring accurate updates in internal systems and maintaining detailed records of all setup processes for audit and reporting purposes.
• Engage in document management by indexing validated documentation, archiving outdated records, and ensuring the most current documentation is maintained.
• Interpret legal and banking documentation across various entity types to support request resolution and ensure regulatory compliance.
• Act as the first point of contact for resolving product or channel-related issues during setup, liaising with internal teams such as IT, Risk, and Compliance to ensure seamless delivery.
• Collaborate with Product Managers to understand product requirements and timelines, ensuring efficient and timely delivery to meet client deadlines.
• Conduct regular reviews of fulfilment processes to identify opportunities for improvement, maintain accuracy, and ensure compliance.
• Identify and escalate potential risks within processes and contribute to continuous improvement initiatives based on client feedback.
• Build and maintain strong relationships with clients and stakeholders, adhering to service level agreements to foster trust and satisfaction.

Skills

Client Experience

Value Management

Education

Bachelor of Commerce

Job description

RMB in Johannesburg is seeking a Client Fulfilment Operations Specialist to support centralized processing of product and channel requests, ensuring that all legal documents are accurate and compliant.

You will vet documents, provide updates to clients on activation status, manage onboarding for online platforms and product activations, and collaborate with IT, Risk and Compliance to ensure timely, audit-ready delivery.