208 Onboarding Specialist jobs in South Africa

Job Description

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:

To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).

Are you someone who can do the following:

Client Onboarding

• Facilitate onboarding of Direct and Administered Clients across jurisdictions.
• Manage KYC checks, trading line applications, legal agreements, and settlement instruction setups.
• Coordinate with Clients, Coverage Bankers, Legal, and Credit teams.
• Submit onboarding documentation and confirm completion.

Client Maintenance

• Support KYC refreshes and credit reviews.
• Assist with legal updates and trading line requests.
• Manage data clean-ups, name changes, and dormancy reviews.
• Handle ad hoc requests related to KYC, SSI, trading lines, and client documentation.

Stakeholder & Relationship Management

• Build and maintain professional relationships with internal and external stakeholders.
• Communicate effectively to resolve queries and manage expectations.
• Participate in meetings and ensure client needs are met.

Teamwork & Self-Management

• Take ownership of workflow and career development.
• Maintain ethical standards and a positive attitude.
• Collaborate with team members and contribute to collective goals.
• Stay informed on industry developments and regulatory changes.

Role Relationships

• Internal Teams: Traders, Credit, Legal, Compliance, Operations, KYC & SSI Teams
• External Stakeholders: Coverage Bankers, RMBMS, RMB London, Futures Clearing, RMB Prime Broking
• Client Base: Full RMB Client Portfolio

You will be an ideal candidate if you have the following:

• Minimum 3 years' experience in Merchant Banking (KYC, Operations, Middle Office).
• Strong understanding of trading products: Commodities, Equities, FI, FX, Derivatives.
• Detail-oriented with excellent analytical and communication skills.

Core Competencies:

• Analysis and Attention to Detail – Systematic and rule-oriented in gathering, reviewing, and evaluating data. Works with precision and highlights inconsistencies in detailed information.
• Drive for Results – Self-starter who maintains high activity levels and delivers high-quality output within deadlines. Sets demanding goals and proactively drives success.
• Problem Solving – Applies effective analysis, logic, and creativity to identify and implement solutions. Cuts to the core of issues efficiently.
• Resilience and Stress Management – Remains composed under pressure and persists in pursuing goals despite obstacles and setbacks.
• Building Relationships – Builds trust-based relationships through openness and empathy. Puts people at ease and fosters mutual respect.
• Excellence / Quality Orientation – Motivated to maintain the highest standards of quality and productivity consistently.
• Communication Skills – Communicates effectively with clients and internal stakeholders via email, phone, and meetings.

You will have access to:

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description
RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The Purpose Of The Role Is As Follows
To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).

Are You Someone Who Can Do The Following
Client Onboarding

• Facilitate onboarding of Direct and Administered Clients across jurisdictions.
• Manage KYC checks, trading line applications, legal agreements, and settlement instruction setups.
• Coordinate with Clients, Coverage Bankers, Legal, and Credit teams.
• Submit onboarding documentation and confirm completion.

Client Maintenance

• Support KYC refreshes and credit reviews.
• Assist with legal updates and trading line requests.
• Manage data clean-ups, name changes, and dormancy reviews.
• Handle ad hoc requests related to KYC, SSI, trading lines, and client documentation.

Stakeholder & Relationship Management

• Build and maintain professional relationships with internal and external stakeholders.
• Communicate effectively to resolve queries and manage expectations.
• Participate in meetings and ensure client needs are met.

Teamwork & Self-Management

• Take ownership of workflow and career development.
• Maintain ethical standards and a positive attitude.
• Collaborate with team members and contribute to collective goals.
• Stay informed on industry developments and regulatory changes.

Role Relationships

• Internal Teams: Traders, Credit, Legal, Compliance, Operations, KYC & SSI Teams
• External Stakeholders: Coverage Bankers, RMBMS, RMB London, Futures Clearing, RMB Prime Broking
• Client Base: Full RMB Client Portfolio

You will be an ideal candidate if you have the following:

• Minimum 3 years' experience in Merchant Banking (KYC, Operations, Middle Office).
• Strong understanding of trading products: Commodities, Equities, FI, FX, Derivatives.
• Detail-oriented with excellent analytical and communication skills.

Core Competencies

• Analysis and Attention to Detail – Systematic and rule-oriented in gathering, reviewing, and evaluating data. Works with precision and highlights inconsistencies in detailed information.
• Drive for Results – Self-starter who maintains high activity levels and delivers high-quality output within deadlines. Sets demanding goals and proactively drives success.
• Problem Solving – Applies effective analysis, logic, and creativity to identify and implement solutions. Cuts to the core of issues efficiently.
• Resilience and Stress Management – Remains composed under pressure and persists in pursuing goals despite obstacles and setbacks.
• Building Relationships – Builds trust-based relationships through openness and empathy. Puts people at ease and fosters mutual respect.
• Excellence / Quality Orientation – Motivated to maintain the highest standards of quality and productivity consistently.
• Communication Skills – Communicates effectively with clients and internal stakeholders via email, phone, and meetings.

You Will Have Access To

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We Can Be a Match If You Are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
25/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

We're looking for a full-time evening shift Onboarding Specialist to join our fast-growing team at Richard Yu's online education company. Our mission is simple: help everyday people launch impactful online digital arbitrage businesses that transform lives—starting with their own.

If you're someone who loves mentorship, thrives in a high-performance environment, and wants to make a real difference in people's lives, keep reading.

About Us:

Richard Yu is an online business coach with:

• 100K+ subscribers on YouTube → 
• A growing personal brand on Instagram → 

Our company is faith-driven, fast-paced, and rooted in service. We're building a world-class education platform to help people turn their knowledge into income through coaching and consulting.

About The Role:

This is a remote, full-time position. You must be available during 1PM–10PM EST, Monday to Friday. On average, you'll work up to 8 hours per day, and some days will require a little more effort of up to 9+ hours

You must currently live in North America, South America, Europe or South Africa, and speak fluent, accent-neutral English. Clear communication is non-negotiable—we're in the coaching business.

Here are the requirements:

• You must be able to commit to the hours of 1pm - 10pm EST Mon-Fri

• You will be conducting new onboarding calls daily to welcome in new students.

• You will be ensuring a smooth transition process between the sales rep and yourself and then between yourself and the coaching team.
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class onboarding experience.
• Should be proficient or at least knowledgeable about our tech stack (Loom, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired.
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change.
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential.
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfilment Team hits their KPIs

WHO THIS IS FOR:

• A coach or mentor at heart, you love helping people
• Clear, professional communicator (spoken and written English)
• Sales background
• Able to handle fast-paced environments, multiple clients, and changing priorities
• Willing to grow with us long-term (3+ years), this isn't a side hustle
• Open to feedback and constructive coaching (we'll train you, but we expect growth)
• Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, etc—or willing to learn fast

WHO THIS IS NOT FOR:

• You have another full-time job or multiple freelance clients
• You struggle with structure, deadlines, or fast execution
• You dislike being challenged to improve daily

Expected Earnings (Base): $3,000 USD /mo

TD Markets is a regulated global Forex and CFD broker offering professional trading solutions to retail and institutional clients. We pride ourselves on our transparent execution, advanced trading tools, and commitment to developing our people and partners.

We are expanding our Sales Division and are looking for a results-driven Client Onboarding Specialist to join our growing team.

Role Overview

The Client Onboarding Specialist is responsible for calling leads provided by the company and assisting the client with the onboarding process from profile verification to completion of first time deposits. The role involves proactive outreach, client onboarding, and nurturing relationships to convert leads into new and active clients.

This position is ideal for an energetic, goal-oriented individual with a passion for financial markets and sales.

Key Responsibilities

·   Actively contact leads and onboard new traders to the TD Markets platform.

·   Achieve monthly First-Time Deposit (FTD) and revenue targets.

·   Manage leads generated through marketing campaigns or other mediums.

·   Conduct product presentations, platform walk-throughs, and explain account types and benefits.

·   Maintain accurate CRM records of all client interactions and follow-ups.

·   Ensure all communication and sales practices comply with company and regulatory standards.

·   Ensure daily, weekly and monthly standards of work output are met.

Requirements

·   Experience in Forex / Financial Services Sales, Client Acquisition, or Tele-Sales.

·   Strong understanding of FX trading and financial markets (MT4/MT5 familiarity preferred).

·   Excellent communication, negotiation, and interpersonal skills.

·   Goal-driven

·   Ability to work independently and as part of a dynamic team.

·   Completed FAIS recognized qualification (advantageous).

·   Completed RE5 regulatory exam. (preferred)

Grow With Us as a Training & Onboarding Specialist (Remote) at TalentPop App
At TalentPop App, we help top eCommerce brands around the world build high-performing customer service teams—and it all starts with strong training and onboarding. We're looking for a
Training & Onboarding Specialist
who's excited to shape the learning experience of new team members and guide them toward success from day one.

This is your chance to make a real impact, support growth across the organization, and be part of a collaborative, fully remote team that values people development.

What You'll Be Doing

• Lead interactive virtual training sessions via Zoom on tools, processes, and best practices (expect to be on camera 50–70% of the time).
• Facilitate onboarding programs that prepare new hires for their roles and evaluate their readiness to advance.
• Deliver one-on-one and group coaching on topics like email marketing, customer support systems, eCommerce operations, SEO, and data analytics.
• Develop and update training materials to meet the evolving needs of different teams.
• Partner closely with team leads and managers to assess training effectiveness and identify improvement opportunities.

What You'll Need To Succeed

• 1–2 years of experience in training, onboarding, or related people development roles.
• Experience as a virtual assistant is a plus.
• Working knowledge of at least two of the following: email marketing, eCommerce website management, or data reporting/analytics.
• Hands-on experience with Shopify, Klaviyo, or similar tools.
• Strong communication and facilitation skills—you know how to guide, inspire, and support others.
• Bonus points for familiarity with Canva, Trainual, and Loom.
• A self-starter mindset with sharp attention to detail and a team-first attitude.

Technical Requirements

• Computer or laptop with at least an i5 processor (or equivalent).
• Stable internet connection with a minimum of 20 Mbps upload and download speeds.

Why Join TalentPop App?

• Fully remote work setup with flexible collaboration.
• Paid time off to rest, recharge, and stay balanced.
• Health and dental coverage to keep you feeling your best (or a monthly health stipend).
• Recognition programs and growth opportunities within the team.
• Exciting holiday incentives and other team rewards.
• Competitive hourly pay with performance-based annual increases.
• Clear career advancement pathways in a fast-growing company.
• A supportive, high-performing team that values transparency and collaboration.

We're not just building strong onboarding — we're building long-term success stories. Ready to be part of ours?

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

If you are not contacted within 14 working days, please consider your application unsuccessful.

ROCKBlue is seeking a Human Resources (HR) Assistant to join our dynamic non-profit organization.As HR Assistant you would be assisting the Human Resources Manager in overseeing all aspects of human resources practices and processes. You will have a big part in ensuring ROCKBlue has a happy and productive working environment where all team members communicate openly. Besides the learning experience, you will help us grow our Africa operations, your list of professional contacts, and have fun while doing it This position will look great on your resume and will be the perfect stepping stone to take your career to the next level.

ROCKBlue is a nonprofit that aims to solve the growing gap between reliable water supply and accelerating urban demand by leveraging its large network of highly experienced specialists. We focus on strengthening the ability of water and sanitation utilities to provide these services to the poorest individuals in cities and towns across the developing world. As HR Assistant, you will directly and indirectly assist ROCKBlue in reaching its mission, impacting the lives of millions of people. Within our organization you will learn invaluable communication skills and work with a diverse group of people, situated around the world. The small nature of our organization offers many opportunities for advancement as well as exposure to all business activities.

Responsibilities

• Assist the HR Manager
• Maintain ROCKBlue's HR office filing system on Google Drive
• Assist with the recruitment process by advertising open positions, identifying candidates by combing through CVs and scheduling screening interviews
• Working with division directors, assessing human resources needs (i.e. team members) for ROCKBlue and helping with and Assist with the onboarding process to ensure smooth transition of new team members into ROCKBlue
• Complete termination paperwork and exit interview if required
• Ad hoc assistance as needed

Requirements and Qualifications

• A Bachelor's degree in human resources or related field, and/or experience as an HR Assistant will count in your favor, but is not required
• Meticulous attention to detail
• Weekly activity planning (and desired achievements) as well as progress reporting
• Excellent communications, interpersonal, organization and collaboration skills
• The ability to multitask, manage time effectively, meet deadlines, and learn new systems, processes and skills
• Demonstrated cross-cultural sensitivity and ability to build respectful relationships with colleagues from different cultural, linguistic, and educational backgrounds
• Software skills with a preference for Google Workspace, and the ability to learn Trello, Slack and Clockify
• A stable Internet connection

Time commitment: 20 Hours per month

Remuneration: This is a VOLUNTEER position

Job Type: Part-time

Application Question(s):

• Please confirm you understand that this is a pro-bono, volunteer role.

Education:

• Bachelors (Preferred)

Experience:

• HR Assistant: 1 year (Preferred)

Work Location: Remote

The HR Officer supports the day-to-day operations of the HR department, ensuring smooth implementation of HR policies, processes, and procedures. They handle employee-related services, regulatory compliance, and act as a link between management and employees.

Key Responsibilities

· Recruitment & Onboarding

o Assist in drafting job descriptions and posting vacancies.

o Screen applications, schedule interviews, and coordinate recruitment processes.

o Facilitate onboarding and induction of new employees.

· Employee Relations

o Serve as a first point of contact for HR-related queries.

o Support employee engagement initiatives.

o Assist in handling grievances, disciplinary processes, and conflict resolution.

· HR Administration

o Maintain and update employee records (physical and digital).

o Prepare HR documents such as contracts, warnings, and performance reports.

o Ensure compliance with labour laws and internal policies.

· Performance & Development

o Track probation reviews, appraisals, and training needs.

o Coordinate employee training and development programs.

o Assist managers with performance management processes.

· Payroll & Benefits

o Provide support in processing payroll and maintaining benefits records.

o Ensure accuracy of attendance, leave, and overtime records.

· Compliance & Reporting

o Ensure HR practices align with labour legislation.

o Prepare and submit regular HR reports to management.

Key Skills & Competencies

· Strong understanding of HR principles and employment legislation.

· Excellent communication and interpersonal skills.

· High attention to detail and organizational ability.

· Proficiency in HRIS systems and MS Office.

· Ability to handle confidential information with discretion.

Qualifications & Experience

· Bachelor's degree in Human Resources, Industrial Psychology, Business Administration, or related field.

· 2–4 years' experience in HR (generalist role).

· Knowledge of local labour laws and HR best practices.

Job Type: Full-time

Pay: R20 000,00 - R25 000,00 per month

Work Location: In person