Client Onboarding Specialist

Placements24; Paarl; On-site; ZAR 250,000 - 420,000; Full time

Benefits offered by this job

Health and wellness benefits

Paid time off

Professional development opportunities

Modern office in Paarl

Pension fund contribution

Life insurance

Employee assistance program

Job summary

Placements24 in Paarl, Western Cape is seeking a Client Onboarding Specialist to guide new clients through setup, provide training, and be the main point of contact during onboarding. This on-site role emphasizes strong organization, clear communication, and proactive client engagement.

You will collaborate with sales and account teams to ensure a seamless handover and gather feedback to improve the onboarding experience for our fintech clients.

Qualifications

• Proven experience in a client onboarding, customer support, or account coordination role.
• Excellent communication, presentation, and interpersonal skills.
• Strong organizational and time management abilities.
• Detail-oriented with a focus on accuracy and completeness.
• Proficiency with CRM software and other relevant business tools.
• Ability to explain complex information clearly and concisely.
• Proactive approach to problem-solving and client assistance.
• Experience in the financial services or technology sector is a plus.
• Bachelor's degree or equivalent practical experience.
• Ability to work effectively in a team environment in Paarl, Western Cape.

Responsibilities

• Guide new clients through the entire onboarding process, from account setup to initial product utilization.
• Provide clear and concise instructions and support to clients during their onboarding journey.
• Conduct introductory calls and training sessions for new clients.
• Ensure all necessary documentation and compliance requirements are met during onboarding.
• Troubleshoot and resolve any issues that arise during the client setup phase.
• Maintain accurate records of client onboarding progress and status in the CRM system.
• Collaborate with sales and account management teams to ensure a seamless handover of new clients.
• Gather feedback from new clients to identify areas for improving the onboarding experience.
• Develop and update onboarding materials and resources for clients.
• Act as a primary point of contact for new clients until they are fully onboarded and comfortable.

Skills

Client onboarding

CRM proficiency

Time management

Detail-oriented

Communication

Problem solving

Teamwork

Training delivery

Presentations

Customer support

Education

Bachelor's degree

Tools

CRM software

Job description

About the Role

Our client, a fast-growing fintech company, is seeking a detail-oriented and customer-focused Client Onboarding Specialist to join their operations team in **Paarl, Western Cape**. This role is critical in ensuring a smooth and positive initial experience for new clients as they integrate with our platform and services. You will guide clients through the setup process, provide necessary training, and act as their initial point of contact for any onboarding-related queries. Success in this role requires excellent organizational skills, clear communication, and a proactive approach to client engagement. This is an on-site position, based in **Paarl, Western Cape**, fostering direct interaction and collaboration. Join us and play a key role in setting our clients up for success from day one.

Key Responsibilities

• Guide new clients through the entire onboarding process, from account setup to initial product utilization.
• Provide clear and concise instructions and support to clients during their onboarding journey.
• Conduct introductory calls and training sessions for new clients.
• Ensure all necessary documentation and compliance requirements are met during onboarding.
• Troubleshoot and resolve any issues that arise during the client setup phase.
• Maintain accurate records of client onboarding progress and status in the CRM system.
• Collaborate with sales and account management teams to ensure a seamless handover of new clients.
• Gather feedback from new clients to identify areas for improving the onboarding experience.
• Develop and update onboarding materials and resources for clients.
• Act as a primary point of contact for new clients until they are fully onboarded and comfortable.

Requirements

• Proven experience in a client onboarding, customer support, or account coordination role.
• Excellent communication, presentation, and interpersonal skills.
• Strong organizational and time management abilities.
• Detail-oriented with a focus on accuracy and completeness.
• Proficiency with CRM software and other relevant business tools.
• Ability to explain complex information clearly and concisely.
• Proactive approach to problem-solving and client assistance.
• Experience in the financial services or technology sector is a plus.
• Bachelor's degree or equivalent practical experience.
• Ability to work effectively in a team environment in **Paarl, Western Cape**.

Benefits

• Annual salary of R .
• Comprehensive health and wellness benefits.
• Paid time off and company holidays.
• Opportunities for professional development and skill enhancement.
• Collaborative and dynamic work environment.
• Potential for bonuses based on performance.
• Modern office facilities in **Paarl, Western Cape**.
• Pension fund contribution.
• Life insurance.
• Employee assistance program.