Customer Onboarding Coordinator

Role Overview

We seek a highly organized, energetic, and customer-focused professional with experience in the financial services industry, particularly within FICA, KYC, AML, and compliance-driven environments.

The successful candidate will be responsible for managing the customer onboarding process through proactive client engagement, collection and verification of onboarding documentation, and maintaining accurate client records. The role requires a strong ability to build rapport with clients, ensure compliance with regulatory requirements, and support efficient service delivery across multiple departments.

The successful candidate must demonstrate strong communication skills, exceptional attention to detail, sound time management, and the ability to collaborate effectively across multiple departments while ensuring compliance with regulatory and internal requirements. The role requires a customer-focused individual who is confident engaging telephonically and via email with clients to drive onboarding completion within required turnaround times and service level expectations

Key Responsibilities

• Client Relationship Management
• FICA, KYC & Compliance Management
• Administration and Data Maintenance on CRM / Microsoft Platforms
• Efficient Document Management & FICA Compliance
• Compliance Adherence and Quality Assurance
• Cross-Functional Coordination
• Reporting and Documentation

Desired Skills and Requirements

Qualifications & Experience

• Grade 12 or NQF 4.
• Relevant degree/diploma in Business Administration, Finance, Compliance, or a related field will be advantageous.
• Minimum 2 years of experience in Client Engagement / Customer Services.
• Minimum 2 years of experience in Project Administration / Coordination.
• Experience in onboarding, document verification, FICA/KYC administration, banking, financial services, lending, insurance, or compliance-driven environments is highly advantageous.
• Working knowledge of FICA, KYC, AML, and POPIA requirements.
• Experience with Microsoft Office Suite and CRM/workflow systems.

Core Skills and Competencies

• Strong organizational and administrative skills.
• High attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong customer engagement and relationship-building abilities.
• Ability to work independently and manage time effectively.
• Strong problem-solving abilities.
• Ability to work under pressure and meet deadlines.
• Ability to manage high volumes of customer follow-ups and onboarding activities.
• Strong telephonic communication and customer engagement skills.
• Comfortable working across multiple communication platforms and systems.

Corporate Culture Fit

• Demonstrates the ability to work independently while adhering to company standards and methodologies.
• Maintains punctuality, professionalism, and courtesy when interacting with customers, suppliers, and colleagues.
• Follows directives from supervisors and managers.
• Fulfils additional responsibilities as required.

Personal Attributes

• Time management skills.
• Excellent communication and interpersonal abilities.
• Pro-active, organised, able to multitask, and work well under pressure.
• Self-motivated with a willingness to accept responsibility and challenges.
• Outgoing, resilient, and customer-focused.
• Persistent and professional in following up on outstanding requirements.
• Strong customer service orientation and ability to build rapport quickly.

Stage Zero is committed to diversity, inclusion, and equal opportunity. In accordance with our Employment Equity objectives, preference may be given to suitably qualified candidates from designated groups.

If you have not heard from us within 2 weeks of submitting your application, please consider your application unsuccessful. Apply by sending an email and copy of your CV via the Ad or to recruitment@stagezero.co.za

Pay: R22 000,00 per month

Work Location: In person