Client Onboarding Consultant

1 month ago


Sandton, South Africa HR Studio (Pty) Ltd Full time

We’re looking for…

An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the implementation timeline.

Who are you?

- You have experience in process improvement, change management, and achieving overall operational excellence.

- You have an eye for detail and great time management skills.

- You are able to make informed decisions using available resources and sound judgment.

- You are able to identify and resolve problems promptly, skillfully gathering and analyzing information.

- You have a proven ability to manage client escalations to timely resolution, leading to increased client satisfaction and retention.

- You have experience with, and knowledge of, excellent customer service practices, with the ability to apply them effectively.

What’s the role?

You will be responsible for:

- Client Service Management: Set expectations and deliver service for a portfolio of clients who are onboarding, offboarding, or making changes to their healthcare benefits.

- Requirements Gathering: Collect and document requirements for each client’s plan design.

- Project Planning: Develop work plans, schedule estimates, resource allocation plans, and implementation priorities.

- Progress Tracking: Monitor progress, communicate project status regularly, and identify and resolve issues related to implementation.

- Implementation Management: Ensure timely, factual, and quality tracking, analysis, reporting, and communication throughout the implementation process.

- Expectation Management: Proactively manage plan expectations and commitments by partnering with all project stakeholders.

- Account Management Collaboration: Work with Account Management to track, document, and close items according to the communicated plan and client specifications.

- Business Partner Engagement: Collaborate closely with key business partners throughout the project lifecycle.

- Testing Support: Support and monitor testing activities during client engagements, including system configuration testing and troubleshooting.

- Challenge Resolution: Provide feedback on implementation challenges, identify potential delays, and escalate issues as needed.

- Documentation Maintenance: Maintain comprehensive documentation of all client and project-related activities, requirements, and status updates.

- Adherence to Project Plans: Follow the project plan for onboarding and offboarding, assisting clients with deliverables at each step to ensure adherence to the timeline.

- Material Updates: Update and maintain materials for client use to support effective utilization of the platform.

- Client Support: Offer support to clients during and after the implementation process.

- Post-Implementation Analysis: Analyze each completed implementation to update the project plan, review opportunities for improvement, and provide feedback to the team and business partners.

Boxes to tick…

- Matric

- Bachelor’s degree or equivalent experience preferred

- 2+ years of experience implementing software products for clients, in a healthcare environment

- Experience with benefit administration platforms such as Javelina preferred

- Advanced knowledge of and experience in project management and/or benefits administration highly desired.

- You are willing to work through the year-end holiday season as needed to address client go-live issues and support implementations.

- You are proficient in Microsoft Office.

- You can maintain confidentiality and exercise discretion with sensitive information.

Working Hours: 2pm - 11pm

#J-18808-Ljbffr



  • Sandton, South Africa HR Studio Full time

    We're looking for… An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the...


  • Sandton, South Africa Investec Full time

    About the RoleThe Sales Support Consultant will be responsible for providing exceptional support to the TPS Sales Bankers with day-to-day client requests and onboarding processes. This role includes an in-depth knowledge of the Transactional Products and Solutions products and processes to fully support Sales consultants in delivering a great client...


  • Sandton, South Africa HR Studio Ltd Full time

    Job DescriptionWe are seeking a highly skilled Client Onboarding Consultant to join our team at HR Studio Ltd.The ideal candidate will have experience in process improvement, change management, and achieving overall operational excellence. They will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new...


  • Sandton, South Africa HR Studio Ltd Full time

    Job DescriptionWe are seeking an experienced Client Onboarding Consultant to join our team at HR Studio Ltd.About the RoleThe successful candidate will be responsible for ensuring a smooth onboarding experience for our clients, including software configuration, training, and troubleshooting.Key ResponsibilitiesClient Service Management: Set expectations and...


  • Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...


  • Sandton, South Africa HR Studio Full time

    We're looking for a skilled Client Onboarding Specialist to join our team at HR Studio.Key Responsibilities:Client Service Management: Set expectations and deliver service for a portfolio of clients who are onboarding, offboarding, or making changes to their healthcare benefits.Requirements Gathering: Collect and document requirements for each client's plan...


  • Sandton, South Africa HR Studio Full time

    We're looking for a highly skilled and experienced Senior Client Onboarding Specialist to join our team at HR Studio.The ideal candidate will have a strong background in client onboarding and implementation, with a proven track record of delivering successful projects on time and within budget.Key Responsibilities:Client Service Management: Set expectations...


  • Sandton, South Africa HR Studio Ltd Full time

    **Job Title:** Client Onboarding Consultant**Job Summary:We are seeking a skilled Client Onboarding Consultant to join our team at HR Studio Ltd. As a Client Onboarding Consultant, you will play a critical role in ensuring the smooth onboarding and offboarding of clients, as well as the successful implementation of software products in the healthcare...


  • Sandton, South Africa The Recruitment Council Full time

    Join one of South Africa’s leading Independant FSP’s as a Transfers and Onboarding consultant and you will be responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon...

  • Onboarding Expert

    3 weeks ago


    Sandton, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking an experienced Onboarding Specialist to join our team at FirstRand Bank Limited. The successful candidate will be responsible for ensuring a smooth client onboarding experience, from initial application to account opening, while maintaining the highest level of compliance and accuracy.Key ResponsibilitiesClient Onboarding:...


  • Sandton, South Africa HR Studio Full time

    Job SummaryWe are seeking an exceptional Client Onboarding Consultant to join our team at HR Studio. The ideal candidate will possess a strong background in project management and benefits administration, with experience in implementing software products for clients in the healthcare industry.ResponsibilitiesClient Service Management: Set expectations and...

  • Onboarding Agent

    6 days ago


    Sandton, South Africa VALR Full time

    About Us: VALR is Africa's largest crypto exchange by trade volume, founded in 2018 and headquartered in Johannesburg, South Africa. Serving over 1 million users globally, including 1,100 corporate and institutional clients, we’re licensed by the Financial Sector Conduct Authority (FSCA) in South Africa, with additional approvals to offer services in...

  • Onboarding Specialist

    3 weeks ago


    Sandton, South Africa FirstRand Bank Limited Full time

    Description Hello Future Onboarding Specialist, 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,...


  • Sandton, South Africa Investec Full time

    Description  The TPS Sales Support Team is a specialist team dedicated to supporting with client onboarding and supporting TPS Sales Bankers with day-to-day client requests. Key Responsibilities • Engaging with clients to obtain required KYC documentation and effectively providing relevant progress updates to Sales consultant and client •...


  • Sandton, South Africa HR Studio Ltd Full time

    We are seeking a highly skilled Implementation Consultant to join our team at HR Studio Ltd. As a key member of our client onboarding team, you will be responsible for ensuring a seamless and successful implementation process for our clients.Key Responsibilities:Client Service Management: Set clear expectations and deliver exceptional service to a portfolio...

  • Recruitment Consultant

    5 months ago


    Sandton, South Africa PMG Recruitment Full time

    About the roleWe are looking for a competent and results driven Recruitment Consultant to managethe recruitment needs of the business. This individual will work with the HR Manager tounderstand the recruitment needs of managers, to source candidates via the appropriatechannels, to screen candidates according to the role requirements, to scheduleinterviews...


  • Sandton, South Africa SAP Full time

    About the RoleWe are seeking a highly skilled Senior SAP Data Migration Consultant to join our team in delivering technical solutions for finance and data migration. As a key member of our global delivery team, you will be responsible for working with clients to translate their business requirements into deliverables using DMLT Conversion and Migration...


  • Sandton, South Africa FirstRand Bank Limited Full time

    Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests. Apply appropriate sales processes within unit to achieve sales targets. Converting leads to sales by opening active accounts to achieve annual targets. Hello Future Client Service Consultant ...


  • Sandton, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled Client Group Solutions Manager to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for enabling business to identify opportunities to expand existing business or generate new business through interacting with clients.Key ResponsibilitiesEnable business to identify...

  • Client Maintenance

    1 month ago


    Sandton, South Africa Investec Full time

    Description As part of Investec Client Operations (ICO), the Investment Corporate and Institutional Banking (ICIB) Client Maintenance and Product Activation manage the ongoing updating and ensuring correctness satisfying the regulatory requirements around anti-money laundering and counter terrorist financing. They also manage the activation of products...