Customer Onboarding Specialist
4 days ago
The Role
We are seeking a skilled Customer Onboarding Specialist to join our team at RareCruit. In this role, you will be responsible for ensuring that clients are successfully onboarded onto our systems, with all necessary requirements met.
Key Responsibilities:
- Onboard new clients, verifying their workflow and system specifications are aligned
- Collaborate with billers to determine the most effective onboarding process
- Manage multiple portals and inboxes to maintain compliance
- Elevate any issues to the Customer Relationship Manager when necessary
- Update biller details within the Onboarding and Integrations workflow system
- Perform regular compliance checks on billers requesting updates to their profile
- Forward relevant documentation to the Accounts department for review
Requirements
To succeed as a Customer Onboarding Specialist, you will need:
- 3-5 years of experience in a similar customer-facing support role
- Proficiency in Microsoft Excel, including formulas and pivot tables
- Experience within the Financial Services industry, particularly in payments, is advantageous
- A valid driver's license and reliable transportation
- Fluency in English and a good understanding of Afrikaans; additional languages are seen as beneficial
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