Specialist, Onboarding

Standard Bank Group; Johannesburg; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Standard Bank Group is seeking an Onboarding Specialist to deliver a seamless onboarding experience for Financial Advisers, Specialist Investment Consultants, Broker Consultants and DFMs in Johannesburg. You will work with multiple teams to ensure accuracy, compliance, and high service standards.

The role requires 3–5 years in onboarding or related fields, a bachelor’s degree, and strong problem-solving, communication, and relationship-building skills to optimise processes and support a

Qualifications

• 3–5 years of experience in onboarding, customer service, or operational roles.
• Bachelor’s Degree or Advanced Diploma (NQF 07) in Business Administration, Financial Services, Operations Management, or related fields.
• Experience with onboarding systems and process improvements.

Responsibilities

• Ensure accurate and up-to-date onboarding records per SOPs and performance criteria.
• Improve onboarding quality, standards, and efficiency through specialised work.
• Identify root causes of problems and implement solutions within guidelines.
• Plan and optimise task execution to drive onboarding process improvements.
• Collaborate with distribution teams to onboard IFAs, Tied Advisers, and DFMs.
• Develop relationships with advisers and staff to smooth onboarding.

Skills

Attention to detail

Organisational skills

Problem-solving

Analytical thinking

Teamwork and collaboration

Resilience and adaptability

Effective communication

Continuous learning

Education

Bachelor’s Degree or Advanced Diploma in Business Administration or related field

Job description

Location: ZA, Gauteng , JHB, EC and CPT, Melrose Arch

Business Segment: Insurance & Asset Management

This role is ideal for a proactive and detail-oriented professional who is passionate about delivering high-end, personalised service to financial advisers while driving business objectives and enhancing digital solutions.
As an Onboarding Specialist, you will play a key role in ensuring a seamless onboarding process for Financial Advisers, Specialist Investment Consultants, Broker Consultant and Discretionary Fund Managers (DFMs). You will work collaboratively with various teams to deliver an outstanding onboarding experience and provide specialised support throughout the process.

Qualifications

Key Responsibilities

• Ensure accurate and up-to-date records of onboarding activities in line with standard operating procedures and performance criteria.
• Execute specialised work to improve the quality, standards, and efficiency of onboarding processes.
• Proactively identify problems, determine root causes, and implement effective solutions in line with business guidelines.
• Plan and optimise task execution, contributing to process improvements in onboarding.
• Collaborate with distribution teams to ensure seamless onboarding of IFAs, Tied Advisers, and DFMs.
• Develop strong relationships with adviser and their office staff to facilitate a smooth onboarding experience.
• Work with marketing and other departments to develop materials and content that enhance the onboarding journey.
• Ensure compliance with regulatory and company requirements in onboarding and new business servicing processes.
• Maintain and update onboarding processes and procedure documentation with version control.
• Use management information and analytics to identify areas for improvement and drive implementation.
• Attain mastery of onboarding systems, platform functionality, and product knowledge to provide expert guidance.
• Train new team members, advisers, and adviser office staff on processes, systems, and products.
• Manage risks and compliance in alignment with company policies and Treating Customers Fairly (TCF) principles.
• Contribute to knowledge sharing and continuous learning within the team.
• Product-related system applications (Intermediate)
• Service delivery and training (Intermediate)
• Query resolution (Intermediate)
• Customer liaison and relationship management (Intermediate)
• Research and information gathering (Basic)
• Process optimization and improvement (Basic)
• Trust and integrity
• Attention to detail and organisational skills
• Problem-solving and analytical thinking
• Teamwork and collaboration
• Resilience and adaptability
• Effective communication and influencing skills
• Driving excellence and continuous learning

Qualifications & Experience

• 3- 5years of experience in a similar onboarding, customer service, or operational role.
• Bachelor’s Degree or Advanced Diploma (NQF Level 07) in Business Administration, Financial Services, Operations Management, or related fields.

This role offers an exciting opportunity to contribute to a high-performing team and make a meaningful impact on the adviser onboarding experience. If you thrive in a fast-paced environment and are passionate about process efficiency and customer experience.

Additional Information

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.