29 Client Onboarding jobs in South Africa

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Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

An exciting opportunity exists within the CIB Client Onboarding team for a Specialist QA who will be involved in the 1st and 2nd tier checking, validation, control and reporting of all requirement in the Regulatory Know Your Customer (KYC) and Anti-Money Laundering and Sanctions process and procedures for all client relationships in accordance with regulatory requirements, policy guidelines, business rules and legal framework.

Job Description

Job Description

Key Accountabilities

• Complete quality assurance to minimize business risk exposure
• Assist with the update of business standards to detect fraud
• Audit primary FICA in line with the FIC Act and AML policy
• Send recommendation to risk and compliance team for procedure update
• Ensure regular engagement with stakeholders and drive service delivery
• Evaluate the effectiveness of controls in the area
• Be a key player in ensuring correctness of system updates to align to business procedure
• Identifying relevant sections to be monitored and the frequency of monitoring in order to ensure the consistent application of the compliance methodology and assessment of findings.
• Embedding the compliance culture in business to robustly manage regulatory and reputational risks.
• Formulating, updating and implementing control procedures and policies that will ensure adequate risk management to enable business
  
  

• Relevant Higher Diploma
• 5 years KYC experience
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Quality Assurance
• Industries Banking and Financial Services

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Join Our Innovative Team!

Are you passionate about modern IT operations, database management, and cloud technologies? We are looking for a Software Engineer who thrives in complex, mission-critical environments. The project is a client onboarding solution that needs to be implemented in different jurisdictions.

What You’ll Do:

Design and optimise SQL scripts and database processes.

Leverage Oracle Java and Oracle DB to build robust solutions.

Manage containerised environments on OpenShift clusters.

Administer Linux/Unix systems for reliability and performance.

Collaborate with cross-functional teams to deliver strategic solutions.

Drive ITSM best practices (Change, Incident, Problem).

Travel to African countries for implementations is required.

What We’re Looking For:

Deep expertise in SQL scripting

Oracle Java

Oracle DB

Linux/Unix.

Openshift/clusters experience

AWS exposure is a plus.

Strong communicator with analytical thinking and team spirit.

7+ years of development experience

Join Our Innovative Team!

Are you passionate about modern IT operations, database management, and cloud technologies? We are looking for a Software Engineer who thrives in complex, mission-critical environments. The project is a client onboarding solution that needs to be implemented in different jurisdictions.

What You’ll Do:

Design and optimise SQL scripts and database processes.

Leverage Oracle Java and Oracle DB to build robust solutions.

Manage containerised environments on OpenShift clusters.

Administer Linux/Unix systems for reliability and performance.

Collaborate with cross-functional teams to deliver strategic solutions.

Drive ITSM best practices (Change, Incident, Problem).

Travel to African countries for implementations is required.

What We’re Looking For:

Deep expertise in SQL scripting

Oracle Java

Oracle DB

Linux/Unix.

Openshift/clusters experience

AWS exposure is a plus.

Strong communicator with analytical thinking and team spirit.

7+ years of development experience

Meltwater Cape Town, Western Cape, South Africa

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Meltwater Cape Town, Western Cape, South Africa

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Description

What We’re Looking For:

As a Meltwater Client Onboarding & Implementation Specialist to support the EMEA market, your primary responsibility is to facilitate a seamless onboarding experience for new Meltwater clients, ensuring the swift adoption of key features. Reporting to the Regional Onboarding & Adoption Manager, you will prioritise account setup and provide customized team training to ensure alignment with clients' objectives. Your role involves close collaboration with account teams and clients to ensure efficient knowledge transfer, precise solution installation, and configuration that surpasses client expectations.

Joining Meltwater means immersing yourself in a culture of continuous growth and development. Our environment is tailored to nurture your leadership skills, encourage collaboration, and uphold principles of inclusive leadership. Collaborate with seasoned professionals and influential leaders who are committed to guiding you towards success.

Partner with us, and you'll integrate into a vibrant community that recognizes and celebrates your contributions, empowering you to make a meaningful impact.

What you will do:

• Collaborate seamlessly with colleagues across various teams, including Client Acquisition, Client Success, CX, Training, Global Support, and Product, to provide a tailored and flawless experience for your accounts.
• Initiate and nurture relationships with clients within the first 30 to 60 days of their subscription.
• Lead and manage client implementations to ensure smooth transitions.
• Establish yourself as a trusted advisor and expert across Meltwater's SaaS platforms.
• Assist in configuring and setting up the application to meet clients' desired outcomes effectively.
• Construct and manage complex Boolean logic queries and analytics for insightful data extraction.
• Develop and set-up customized reports and dashboards tailored to individual client parameters to assess the impact of their marketing, public relations, and social media outreach campaigns.
• Conduct both online and in-person training sessions to facilitate platform proficiency among clients.
• Coordinate and prioritize project tasks, manage timelines, and maintain comprehensive project plans.
• Drive engagement and adoption, fostering enthusiasm and passion through meaningful client interactions.
• Effectively communicate project status and deliverables with internal and external teams to ensure project success.
• Uphold client satisfaction through proactive follow-up, responsiveness, and clear communication.
• Track milestones and document client interactions and insights to enhance overall client experience and relationship management.
  
  

• A Bachelor's degree or higher and a minimum of 2 years of relevant experience in a client-facing role within software implementation, support or client management
• Excellent written and verbal communication skills in English and German.
• A strong executive presence, coupled with excellent verbal and written communication skills, enables you to effectively convey ideas and build rapport.
• Empathy and an innate ability to understand customer needs, fostering rapid relationship development.
• Business acumen and a comprehensive understanding of diverse departmental and industry requirements.
• A customer-centric mindset, recognizing the significance of maintaining robust customer relationships.
• Strong problem-solving skills and exceptional organizational abilities, encompassing prioritization, scheduling, and time management.
• Demonstrated proficiency in presentation skills, adept at facilitating online meetings, delivering comprehensive training sessions, and collaborating with clients to address concerns.
• A deep understanding of and passion for media, news, and current affairs.
• Experience in crafting complex Boolean queries, underscoring your proficiency in data analysis and extraction techniques.
• Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 2 days a week.
• The ability to legally work in the country of hire is required for this position.
  
  

• Enjoy flexible paid time off options for enhanced work-life balance
• Meltwater demonstrates a commitment to your well-being by contributing towards Discovery Health, ensuring robust healthcare coverage
• Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
• Energetic work environment with a hybrid work style, providing the balance you need
• Benefit from our family leave program, which grows with your tenure at Meltwater.
• Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Other
• Industries Information Services and IT Services and IT Consulting

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ISTA Personnel Solutions South Africa is a dynamic and fast-growing BPO company based in South Africa, specializing in providing top-tier operational support to U.S.-based companies. We are not a recruitment agency—we are a dedicated extension of our clients' teams, delivering high-quality service with precision, efficiency, and a personal touch.

We are hiring!

We are currently looking for a detail-oriented and proactive Payroll Software Onboarding Specialist to join our team on a part-time basis. As we continue to grow, we are seeking someone who can grow with us — starting with 10 hours a week, with the opportunity to increase as our client base expands.

We are looking to onboard someone ASAP . If you're excited about being a foundational part of a growing business, we would love to hear from you!

PLEASE NOTE:

• Work Environment: This is a fully remote working role.
• Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and support for a wired Ethernet connection is mandatory
• Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered
  
  

• Guiding new clients through the onboarding process of a new payroll software
• Acting as a key point of contact for client setup and initial support
• Learning systems and processes to ensure smooth client transitions
• Supporting the payroll function in collaboration with the broader team
  
  

• Experience or strong understanding of payroll processes
• HR administration experience will be an added benefit
• Quick learner with the ability to grasp new software and tools
• Strong communication and client service skills
• Organized, detail-focused, and self-driven
• Comfortable working independently in a remote environment
  
  

• Flexible part-time hours (start with 10 hours/week)
• Remote work opportunity
• Be part of a growing company with long-term potential
• Play a pivotal role in client success and company growth
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Human Resources
• Industries IT Services and IT Consulting

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Our client’s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this role will also involve participation in a remediation project, but the primary focus remains client onboarding.

Key Responsibilities:

• Manage the client onboarding process, ensuring accurate account creation for individuals and legal entities through DocFox (KYC application) and 4Axis (unit registry system).
• Daily authorisation of DocFox and ensuring FICA requirements are fulfilled before loading investors onto T-Cube.
• Ensure all client accounts are fully authorised and approved in DocFox.
• Maintain proactive communication with clients to obtain outstanding documentation and provide regular feedback.
• Create new client accounts in 4Axis, ensuring all required Tags are accurately updated.
• Capture all regulatory classifications (FATCA, OECD, ASISA, SARB) and tax classifications (DWT, IWT) for clients.
• Update daily checklists and submit them to the Team Leader for final review and approval.
• Collaborate with Compliance and Internal Audit to ensure adherence to FICA RMCP requirements.
• Review high-risk client submissions in collaboration with Compliance.
• Oversee client static data changes and perform necessary verification call-backs.
• Implement process controls using workflow management, ensuring audit trail and escalating aged items as required.
• Review existing client accounts to ensure FICA compliance, remediating where necessary.

Experience:

• 1-2 years of experience in a client onboarding or related role, with a solid understanding of onboarding processes.
• Knowledge of key legislation, including FICA, FATCA, and DWT.
• Experience in the Unit Trust Manco environment, including account reconciliations (Inflow & Outflow accounts).
• Intermediate proficiency in Excel.

Qualifications:

• Relevant tertiary qualification preferred, with Matric as a minimum.

Key Competencies:

• Highly methodical, capable of working within defined processes and structures.
• Strong time management skills and ability to meet deadlines under pressure.
• Excellent organisational skills, with keen attention to detail.
• Strong problem-solving ability and ability to work independently.
• Team-oriented with a positive and client-centric mindset.
• Excellent communication skills, both verbal and written.
• Integrity, honesty, and accuracy in all tasks.
• This role offers a dynamic work environment, combining client interaction and operational efficiency, while ensuring compliance with industry regulations.