Onboarding & Client Success Specialist

Sourcefin; Johannesburg; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A financial services provider in Johannesburg is seeking a motivated Client Liaison Officer. In this role, you will guide new clients through onboarding, ensuring their satisfaction and supporting them through compliance processes. The ideal candidate has over 2 years of experience in client onboarding, preferably in the FinTech sector, and is proficient in HubSpot CRM. A strong focus on relationship building and problem-solving skills is essential. Competitive compensation and various perks are offered.

Benefits

Competitive compensation

Medical aid contributions

Access to mental wellness support

Subsidised healthy meals

Qualifications

• 2+ years in client onboarding, customer success, or account management.
• Experience in FinTech or financial services is preferable.
• Confidence in managing HubSpot automation and reporting.

Responsibilities

• Guide new clients through onboarding and product suite.
• Proactively resolve client roadblocks.
• Support clients with compliance and regulatory documentation.

Skills

Client onboarding experience

Relationship building

Problem-solving

Verbal communication

Objection handling

Tools

HubSpot CRM

Job description

A financial services provider in Johannesburg is seeking a motivated Client Liaison Officer. In this role, you will guide new clients through onboarding, ensuring their satisfaction and supporting them through compliance processes. The ideal candidate has over 2 years of experience in client onboarding, preferably in the FinTech sector, and is proficient in HubSpot CRM. A strong focus on relationship building and problem-solving skills is essential. Competitive compensation and various perks are offered.