Client Onboarding Director
2 days ago
We are seeking a highly skilled Client Onboarding Director to join our team at Frank Consult.
About the Role:
- Lead a team of onboarding analysts in ensuring the smooth and timely onboarding of new clients.
- Manage client pipelines and implementation schedules, conducting consultations with new clients to understand their business needs.
- Document and scope business requirements to align with our system, developing ad-hoc reports/data insights to meet client needs.
- Analyse and standardise new business requirements, implementing necessary changes, resolving client disputes, and managing post-implementation client success.
- Handle data collation, clean-up, and standardisation from various sources, planning, managing, and assigning tasks within onboarding projects.
- Onboard and train new team members, setting team goals and KPIs, monitoring team performance, and ensuring alignment with company strategies.
About You:
- You have a bachelor's degree in Accounting, Economics, Statistics, Finance, or a related field.
- You have a minimum of 2 years' leadership experience, preferably in the South African financial services/financial planning industry.
- You possess strong analytical thinking, problem-solving, and adaptability to various software tools, as well as excellent communication skills in English and Afrikaans.
- You are detail-oriented, highly accurate, and organised, with advanced Excel skills.
Salary Range:$90,000 - $120,000 per year.
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