Onboarding Specialist
Onboarding Specialist
Posted on :
05-08-2025
Employer Active
1 Vacancy
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Job Description
Exclusive Client of R77 Elite Talent
Our exclusive client a licensed Payment Institution is committed to delivering exceptional services through a fully featured customer-centric platform. Their innovative financial solutions simplify multi-currency transactions and empower cross-border growth. By combining regulatory expertise with advanced technology they support international businesses in achieving secure efficient and compliant operations.
Key Responsibilities:
- Guide clients through the full onboarding process offering resources training and introductions to key internal stakeholders.
- Collect review and verify all required documentation (e.g. contracts KYC/AML) to ensure compliance with internal standards and regulatory obligations.
- Conduct initial training sessions to familiarise clients with products services and support channels.
- Serve as the main point of contact during onboarding addressing queries and resolving concerns promptly.
- Collaborate with Compliance Operations and IT teams to ensure a smooth and efficient onboarding journey.
- Maintain accurate client records in CRM and other systems throughout the onboarding lifecycle.
- Gather and analyse client feedback to drive continuous improvement in onboarding procedures.
- Identify and implement process improvements to enhance client experience and onboarding efficiency.
Requirements:
- A qualification in Business Marketing or a related field is preferred.
- 12 years of experience in client services account management or a similar customer-facing role.
- Excellent verbal and written communication skills.
- Strong organisational skills and the ability to manage multiple clients and tasks simultaneously.
- Demonstrated ability to build and maintain strong client relationships.
- Attention to detail with a proactive problem-solving approach.
- Proficiency in Microsoft Office; CRM system experience is a plus.
- Ability to work both independently and collaboratively.
- Knowledge of regulatory and compliance environments related to the financial services industry is an advantage.
Why Join
- Competitive salary package.
- Genuine opportunities for professional growth and career development.
- Work in a dynamic supportive and collaborative team.
- Take ownership of the onboarding process and make a direct impact on client satisfaction.
Employment Type
Full Time
Key Skills
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