Client Onboarding Specialist

Placements24; Mossel Bay; Hybrid; ZAR 260,000 - 420,000; Full time

Benefits offered by this job

Hybrid work

Career development

Medical aid

Team events

Office in Mossel Bay

Job summary

Placements24 is seeking a Client Onboarding Specialist for Mossel Bay, Western Cape, in a hybrid role splitting time between our Mossel Bay office and remote work. You will guide new clients through setup and ensure a smooth initial experience, building trust from day one.

The role emphasizes managing multiple accounts, configuring systems, providing training, and collaborating with sales and support to deliver a cohesive client journey.

Qualifications

• Proven experience in client onboarding or account management.
• Excellent communication and interpersonal skills.
• Hybrid work readiness and Mossel Bay base.

Responsibilities

• Guide new clients through onboarding from initial setup to full utilization of services.
• Collect and verify necessary client documentation and information.
• Configure client accounts and systems according to their specific needs.
• Provide training and support to new clients on how to use the platform effectively.
• Address client inquiries and resolve any issues during onboarding.
• Collaborate with sales and support teams to ensure a cohesive client experience.
• Develop and refine onboarding materials, tutorials, and documentation.
• Monitor client progress during onboarding and identify potential risks.
• Gather feedback from new clients to identify areas for improvement.

Skills

Client onboarding

Account management

CRM software

Training and support

Education

Diploma or degree in a relevant field

Tools

CRM software

Job description

About the Role Our client, a fast-growing FinTech company, is seeking an organized and detail-oriented Client Onboarding Specialist to join their team in Mossel Bay, Western Cape. This role is pivotal in ensuring a seamless and positive initial experience for new clients. Operating under a hybrid model, you will split your time between our modern Mossel Bay office and remote work, providing flexibility while fostering team collaboration. The ideal candidate will be adept at managing multiple client accounts, guiding them through the setup process, and ensuring they are set up for long-term success. Your primary focus will be to make the onboarding process as smooth and efficient as possible, building trust and strong relationships from day one.

Key Responsibilities

• Guide new clients through the entire onboarding process, from initial setup to full utilization of services.
• Collect and verify necessary client documentation and information.
• Configure client accounts and systems according to their specific needs.
• Provide training and support to new clients on how to use the platform effectively.
• Address client inquiries and resolve any issues that arise during the onboarding phase.
• Collaborate with sales and support teams to ensure a cohesive client experience.
• Develop and refine onboarding materials, tutorials, and documentation.
• Monitor client progress during the onboarding period and identify potential risks.
• Gather feedback from new clients to identify areas for improvement in the onboarding process.

Requirements

• Proven experience in client onboarding, customer support, or account management.
• Excellent communication and interpersonal skills, with the ability to explain technical concepts clearly.
• Strong organizational skills and attention to detail.
• Proficiency with CRM software and onboarding platforms.
• Ability to manage multiple projects and deadlines effectively in a hybrid environment.
• A proactive approach to problem-solving and client service.
• Experience in the financial services or technology sector is a plus.
• Must be based in or near Mossel Bay, Western Cape, and comfortable with a hybrid work arrangement.
• A diploma or degree in a relevant field is advantageous.

Benefits

• Competitive annual salary of ZAR.
• Hybrid work arrangement offering flexibility.
• Opportunities for professional development and career advancement within a growing company.
• A positive and supportive team culture.
• Contribution towards medical aid.
• Regular team events and social activities.
• Convenient office location in Mossel Bay.