Client Onboarding Analyst - Paarl

Introduction

Are you equal parts "people person" and data-driven problem solver? If you enjoy building meaningful relationships and find genuine satisfaction in organizing and refining data in Excel, this role offers the perfect launchpad for your career.

As a Client Onboarding Analyst, you will serve as the essential link between our client's valued customers and cross-functional internal teams. You won’t just be managing tasks; you will take true ownership of the onboarding experience, ensuring every new customer journey starts off smoothly, accurately, and on schedule. Working within a supportive team where everyone has each other's backs, you will have continuous opportunities to learn, develop your skills, voice product improvements, and make a tangible impact from day one.

Duties & Responsibilities

• Drive Client Success:  Act as the primary bridge and trusted point of contact between external clients and internal delivery teams to execute timely, seamless project onboarding.

• Master the Data:  Collate, process, and clean up complex data sets from diverse sources using Excel, ensuring high integrity and accuracy across all deliverables.

• Keep Projects on Track:  Coordinate and execute project-related administrative tasks, managing timelines and dependencies across multiple active accounts simultaneously.

• Innovate & Improve:  Actively identify operational bottlenecks and propose product refinements to continuously elevate the customer onboarding journey.

• Champion Relationship Building:  Establish trusting, professional relationships with stakeholders through proactive, clear communication and attentive service.

Desired Experience & Qualification

• Spreadsheet Proficiency:  Sound practical knowledge of Microsoft Excel, with the ability to comfortably process, organize, and clean up large data sets.

• Bilingual Communication:  Exceptional written and verbal communication skills in both  English and Afrikaans .

• Accountability & Organization:  Proven ability to manage deadlines, organize multiple client accounts at once, and maintain high attention to detail.

• Mindset & Cultural Fit:  A collaborative team player with an "approach and own" attitude, high intellectual curiosity, and the resilience to embrace change.

• Experience:  2+ years of professional experience in a client-facing, project coordination, or account support role.

• Education:  A Bachelor’s degree or diploma in Business Administration, Finance, or a related discipline.