Client Onboarding Specialist

Placements24; Stellenbosch; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Placements24 is seeking a Client Onboarding Specialist in Stellenbosch, Western Cape, for a premier financial services provider. You will guide new clients through onboarding, manage documentation, and coordinate with sales, legal, compliance and operations to ensure a smooth integration.

In this role, you will educate clients on platform features, troubleshoot onboarding issues, and maintain accurate CRM records while ensuring regulatory compliance and exceptional client experience.

Qualifications

• Experience in client onboarding and documentation management.
• Familiarity with KYC procedures or willingness to learn.
• Ability to coordinate with sales, legal, compliance and operations.

Responsibilities

• Manage end-to-end onboarding for new clients with accurate documentation.
• Conduct client verification and KYC per regulatory requirements.
• Coordinate with sales, legal, compliance and operations for a cohesive onboarding experience.
• Educate clients on platform features, services and best practices during onboarding.
• Troubleshoot and resolve issues during the client setup process.
• Maintain accurate client records in the CRM and onboarding systems.
• Develop and refine onboarding workflows and documentation to improve efficiency.
• Act as primary contact for new clients during initial engagement period.
• Proactively communicate updates to clients and internal stakeholders.
• Ensure compliance with financial regulations and company policies.

Skills

Detail-oriented

Proactive

Organizational skills

Communication skills

Onboarding experience

Tools

CRM software

Onboarding systems

Job description

About the Role

Our client, a premier financial services provider, is seeking a detail-oriented and proactive Client Onboarding Specialist to join their established team in Stellenbosch, Western Cape . This critical role focuses on ensuring a seamless and efficient onboarding process for new clients, setting the stage for long-term success and satisfaction. You will guide clients through the necessary steps, manage documentation, and coordinate with internal departments to facilitate a smooth integration. We are looking for an individual with excellent organizational skills, strong communication abilities, and a commitment to providing an exceptional client experience. This position offers a unique opportunity to work within the dynamic financial sector, contributing to a reputable organization that values precision and client relationships. The successful candidate will be instrumental in building trust and rapport from the very first interaction.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients, ensuring all documentation is completed accurately and efficiently.
• Conduct client verification and KYC (Know Your Customer) procedures in line with regulatory requirements.
• Coordinate with sales, legal, compliance, and operational teams to ensure a cohesive onboarding experience.
• Educate clients on platform features, services, and best practices during the onboarding phase.
• Troubleshoot and resolve any issues that arise during the client setup process.
• Maintain accurate and up-to-date client records in the CRM and onboarding systems.
• Develop and refine onboarding workflows and documentation to improve efficiency and client satisfaction.
• Act as a primary point of contact for new clients during their initial engagement period.
• Proactively communicate updates and progress to clients and internal stakeholders.
• Ensure compliance with all relevant financial regulations and company policies.

Requirements

• Proven experience in a client onboarding,