63 Employee Onboarding jobs in South Africa

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• Deliver structured onboarding for new HubSpot clients across one or more Hubs
• Set up portals, user permissions, custom objects, pipelines, and dashboards
• Guide clients through early CRM and campaign strategy
• Configure forms, workflows, automation, email templates, and integrations
• Conduct training sessions and onboarding calls
• Coordinate with PMs, Designers, and Developerson custom needs (e.g. website upgrades andintegrations)
• Track onboarding timelines and deliverables using internal systems
• Support smooth handoff to CRM Specialists or Strategists post-onboarding
• Stay up to date on HubSpot product updates and certifications

• 2–4 years in a digital, CRM, or onboarding role (agency or tech environment)
• Solid experience with HubSpot (especially Sales, Marketing, or Service Hub)
• Strong client-facing and project coordination skills
• Great communicator—verbal and written
• Organised, deadline-driven, and confident, managing multiple projects
• Bonus: HubSpot Onboarding Accreditation or similar certifications
• Bonus: Experience with project management tools like Accelo or ClickUp
  
  

• Vibrant Culture: Engage in a lively and collaborative environment that fosters creativity and innovation.
• Competitive Remuneration: Enjoy attractive compensation packages that recognise your expertise and contributions.
• Growth Opportunities: Participate in exciting projects that offer professional development and career advancement.
• Comprehensive Benefits: Take advantage of flexible work arrangements, generous leave policies, and extensive health and wellness programs.

If you’re passionate about digital marketing andtechnology,and looking to make a significant impact within a forward-thinking agency, we’d love to hear from you!

• Great Company Culture: Be part of a dynamic and supportive team that values creativity and collaboration
• Flexible Work Options: Flexible offices and remote days to suit your productivity needs
• Year One: 20 leave days / Year Two: 22 leave days / Year Three: 24 leave days
• Office Locations: Offices in Johannesburg and Cape Town, with remote positions available
• Equipment Provided: MacBook Pro and 2nd display, ensuringyou have the tools you need.
• Professional development: Mentorship, programmes and budget, HubSpot certifications support
• Mental Health: Paid access to an organisational psychologist (up to two sessions p/month)

We believe work should be meaningful, challenging, and enjoyable. You’ll find a team that supports each other, learns fast, and celebrates often.

We run regular KPI sessions to help you grow, enjoy monthly team outings (spa days, go-karting, restaurants), and keep the snacks and great coffee flowing—daily.

A top investment management firm is looking for a Client Onboarding Specialist to join their dynamic Institutional Operations team in Johannesburg.

As the Client Onboarding Specialist within this innovative and thriving business, you will leverage your expertise in institutional investments and regulatory frameworks, including Know Your Client (KYC), Anti-Money Laundering (AML), and FICA, to facilitate the seamless onboarding of clients while maintaining the highest levels of regulatory compliance and data integrity.

This position calls for a proactive individual with strong business acumen, attention to detail, and self-motivation. Excellent interpersonal skills are essential to deliver high-quality customer service and ensure a seamless onboarding experience for clients.

• Bachelor’s Degree in a relevant field (i.e., finance, economics, investments, or law)
• Legal or Compliance certification is highly preferred
• 5+ years’ experience within a financial services or investment firm
• Demonstrated experience in client servicing/reporting
• Expert knowledge of Anti-Money Laundering (AML), Know Your Client (KYC), Client Due Diligence (CDD) and FICA
• Proven experience of working with Institutional clients

• Respond promptly and effectively to client queries, ensuring timely resolution
• Advise back-office teams on updates to client investment mandates and oversee the accurate implementation of changes
• Compile and deliver monthly and quarterly reports for all investment clients
• Prepare fund factsheets and customised reports on investment products for clients
• Identify potential risks associated with client onboarding and data management and implement appropriate mitigation measures
• Support the client-facing team in the onboarding process for new clients and investors
• Maintain a strong understanding of CDD/AML procedures and ensure high-risk cases are appropriately escalated and signed off

• Energetic and engaging personality
• Excellent interpersonal skills
• Strong business and commercial acumen
• Self-motivated and able to work independently
• Collaborative team player

If you are a dynamic finance professional looking to join a thriving company and build strong, professional relationships with institutional clients, we invite you to reach out to discuss this opportunity further.

Contract Type: Permanent

Focus: Investment Management

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Johannesburg

Salary: Negotiable

Business Segment: Insurance & Asset Management

Location: ZA, GP, Johannesburg, 30 Baker Street

Responsible for end-to-end onboarding for all regions (JHB,CPT,KZN), both local and offshore clients, including the collation and completion of all documentation (business and regulatory / compliance), completion of all business processes (BAF, SAP profile creation and maintenance), engagement with Portfolio managers and client service teams and any distribution channel (IFA, SBFC, WI, etc.) to ensure the onboarding process is as smooth and timeous as possible. The role includes, but not limited to, providing a level of administrative support across the various stakeholders (client, PM, MD on-boarding team), being the central point of contact to manage the end - to end relationship and ensuring that the onboarding experience is as streamlined and efficient as possible.

A high level of service across multiple stakeholders is required with the ability to coordinate multiple administrative tasks, applying risk management and compliance methodologies, and ensuring governance to regulatory requirements.

In addition, the individual will be required in many instances to be involved in project related initiatives deemed necessary for business.

Qualifications

Type of Qualification: Advanced Diploma
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Business Commerce
Knowledge of FAIS, FIAC and other regulatory requirements an advantage
Prior on-boarding and client experience management an advantage

Experience Required

Business Support
5-7 Years
A comprehensive and intensive knowledge of the investment industry and the different investment products available to clients.
Full knowledge of business process across the multiple teams and requirements in respect of the regulator.
3-4 Wealth Management

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Location

Lagos, Cape Town, Nairobi

Employment Type

Full time

Location Type

Hybrid

Department

Compliance & Legal

About Verto: At Verto, we're actively democratising global finance, empowering businesses in Emerging Markets with seamless payment and liquidity solutions that have already led to billions in annual processing. Recognised as 'Fintech Start-Up of the Year' and a Milken-Motsepe Prize winner, we offer you the unique opportunity to join a rapidly growing, award-winning innovator where your work directly drives financial inclusion and global economic growth. Be part of a dynamic, world-class team that values impact, fosters continuous development, and champions an inclusive culture where your contributions truly matter.

We are seeking a talented and motivated Onboarding Acceleration Specialist to join our growing team.

What You'll Be Doing:

Work closely with the Sales and Onboarding teams to ensure a smooth and efficient client transition.

Provide personalized support and guidance to clients throughout the onboarding journey, helping them with Customer Due Diligence (CDD) requirements.

Proactively identify and resolve potential roadblocks or delays in the onboarding process, such as missing or inconsistent client information.

Monitor and track onboarding progress against established timelines and key performance indicators.

Identify opportunities for process improvement and contribute to the ongoing optimisation of the onboarding function.

What You Need:

Bachelor's degree in Business, Management, or a related field.

2+ years of experience in onboarding, project management, or a related field.

Demonstrated ability to manage projects and coordinate multiple stakeholders.

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.

Strong problem-solving and analytical skills, with a proactive approach to identifying and resolving issues.

We will not be able to progress your application without all the above skills/qualifications.

What We'd Like To See:

Experience working in a fast-paced, dynamic environment.

Familiarity with financial onboarding best practices and technologies.

Understanding and interpreting Know Your Customer (KYC) and Know Your Business (KYB) documentation requirements for different countries.

Our Interview Process:

Step 1: Initial Call - A brief chat with our Talent Acquisition team to discuss your experience and interests.

Step 2: Aptitude Test

Step 3: Team Call - A call with two of the local team to talk through the specific requirements of the role and how your experience aligns.

Step 4: Case Study Presentation - We’ll test how you respond to real life scenarios, how you approach solving problems and creating process improvements.

Step 4: Offer - We aim to make a decision quickly after the final interview.

Diversity & Inclusion at Verto: Verto is an equal opportunities employer and we value diversity , anyone seeking employment at Verto is considered based on Merit,Competence, Qualifications and their Talent . We are proud to be a truly international team and we do not discriminate in our hiring process.