Client Onboarding

Outsourced CFO is looking for a Client Onboarding Specialist who will focus on creating delighted client experiences during the onboarding phase while identifying areas that would need to be scoped to ensure a world class finance function is available to the client.Key Performance Areas:Delighted Client OnboardingApproach client onboarding with a focus on...

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...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

A global media intelligence company is seeking a Client Onboarding & Implementation Specialist who is fluent in English and German. The role is based in Cape Town, focusing on providing a seamless onboarding experience for clients and ensuring swift adoption of key features. Applicants should have a degree and at least two years of experience in a...

**Onboarding Manager** **About the Role**: We are looking for a highly organized and motivated Onboarding Manager to join our expanding team. In this pivotal role, you will be instrumental in guaranteeing that our new clients undergo a seamless and triumphant transition into utilising and embracing our software and platform. Serving as the primary liaison...

Client Onboarding Specialist is required at a Financial Services company. This is an important administrative role, where you will be providing provide support to the client facing team for the onboarding of new clients and investors, for local and cross jurisdictional structures. Provide day - to - day assistance for end to end on-boarding process of new...

Onboard new client information - Proactively suggest process and system improvements - Support the use of technology in all processes **Role Purpose** The Onboarding Analyst will onboard new client information in bulk, while continuously improving the efficiency and accuracy of processes using technology. The Onboarding Analyst will be confident in dealing...

We’re looking for an organized, client-focused Onboarding Coordinator to act as the bridge between the Sales and Operations team. In this role, you’ll guide new clients through a smooth, professional onboarding process—collecting information, coordinating with internal teams, and ensuring a seamless transition into ongoing operations. **Key...

Overview Job title: Client Onboarding & Implementation Specialist - German Speaker Job Location: Western Cape, Cape Town Deadline: October 12, 2025 Quick Recommended Links Jobs by Location Job by industries As a Meltwater Client Onboarding & Implementation Specialist to support the EMEA market, your primary responsibility is to facilitate a seamless...

Client Service Consultant: Onboarding (Prescient Fund Services) The Transfer Agency Client Service team aims to provide excellent levels of client service to all investors in a timely and accurate manner. Recognising its key position as the conduit between the client and the broader Prescient Fund Services operational teams. As part of the onboarding...