Client Onboarding Specialist

Placements24; Upington; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme

Medical aid

Retirement fund

Professional development

Hybrid work model

Upington office

Job summary

Placements24 is seeking a meticulous Client Onboarding Specialist to join our fintech team in Upington, Northern Cape. You will guide new clients through setup, verification, and activation, ensuring a smooth onboarding experience and accurate documentation.

In this hybrid role, you’ll balance on-site collaboration at the Upington office with remote work. The successful candidate has 3+ years in onboarding or account management, strong regulatory knowledge, and excellent communication to support

Qualifications

• Minimum 3 years in client onboarding or related role.
• Strong knowledge of financial services regulations.
• Excellent communication and organizational skills.
• Experience with CRM systems.

Responsibilities

• Manage end-to-end onboarding for new clients.
• Guide setup and configuration of accounts and services.
• Address client inquiries and resolve onboarding issues.
• Collaborate with sales, compliance, and operations.
• Maintain records of onboarding progress.
• Develop onboarding materials and procedures.
• Identify challenges and implement solutions.
• Conduct initial client training on platform usage.

Skills

Client onboarding

Account management

Regulatory compliance

Communication

Cross-functional collaboration

Tools

CRM software

Job description

About the Role Our client, a rapidly expanding fintech company, is seeking a meticulous and proactive Client Onboarding Specialist to join their team in **Upington, Northern Cape**. This role is critical for ensuring a smooth and efficient onboarding process for new clients, helping them integrate our client's financial services seamlessly. You will be responsible for guiding clients through setup, verification, and initial service activation, acting as a key point of contact during this crucial phase. This position offers a hybrid work model, allowing for a balance between on-site collaboration in our **Upington** office and the flexibility of remote work. We are committed to providing our team with a supportive and productive work environment.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients, ensuring all documentation and verification steps are completed accurately.
• Guide clients through the setup and configuration of their accounts and services.
• Address client inquiries and resolve any issues that arise during the onboarding process promptly.
• Collaborate with internal departments (sales, compliance, operations) to facilitate a seamless client experience.
• Maintain detailed records of client onboarding progress and status updates.
• Develop and refine onboarding materials and procedures to improve efficiency and client satisfaction.
• Proactively identify potential client challenges during onboarding and implement solutions.
• Conduct initial client training sessions on platform usage and key features.

Requirements

• A minimum of 3 years of experience in client onboarding, account management, or a similar client-facing role, preferably in the financial services or fintech industry.
• Strong understanding of compliance and regulatory requirements within the financial sector.
• Excellent communication, interpersonal, and organizational skills.
• Proficiency in using CRM systems and onboarding software.
• Ability to manage multiple client onboarding processes simultaneously.
• A proactive, detail-oriented approach and a commitment to client success.
• Ability to work effectively in a hybrid environment, balancing on-site and remote responsibilities.
• Familiarity with financial products and services is essential.

Benefits

• Our client offers a competitive annual salary and a performance-based bonus scheme.
• Comprehensive medical aid and retirement fund benefits are provided.
• Employees have access to professional development opportunities and training programs.
• The hybrid work model supports a healthy work-life balance.
• This role is based in our modern **Upington, Northern Cape** office, providing a professional and collaborative workspace with access to all necessary facilities.
• You will be part of a growing and dynamic team.