Fintech Client Onboarding & Success 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

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