Client Onboarding Co-ordinator

This Client Onboarding Co-ordinator will play an integral part in ensuring the successful onboarding of clients at Indevaldi, providing clients with a very positive experience on each point of contact during the onboarding process.

Location: Paarl, South Africa

Schedule:

• Full-time. Open to candidates requiring part-time work with the goal of transitioning into full-time work.
• Office-based. Remote working is subject to team and operational requirements.
• Travel might sometimes be required.

• Manage, coordinate, organise and steer the onboarding of new leads and prospects from first contact with Senior or Assistant Client Managers to successful engagement letter sign-off (phase 1 of new client onboarding).
• Manage, coordinate, organise and steer new client onboarding from engagement letter sign-off to successful system deployment and team briefing (Phase 2 of new client onboardings).
• Manage, coordinate, organise and steer new client projects plan completion (phase 3 of new client onboarding).
• Manage, coordinate, organise and steer new projects, services and product requirements and deployment thereof for existing clients in collaboration with Senior and Assistant Client Managers.
• Manage all communication in these processes between Client and Assistant Client Managers and all internal and external parties and constantly liaise with all stakeholders.
• Ensure that all work performed for clients has been subject to the client onboarding processes.
• Manage, coordinate, organise and steer exiting clients and the processes for successful offboarding.
• Support and contribute to client satisfaction management processes and client relationship management processes.

• Matric.
• Certificate or Diploma in administration management.
• At least 5 years' experience in a client-facing position where customer satisfaction is a priority. Additionally, at least one year in an administrative environment preferably in an accounting, legal, or associated professional service firm with a staff complement of no less than 10 people will be beneficial.
• Basic understanding of client relationship management.
• Data management principles.
• Administration principles.
• Able to work on a Microsoft operating system.
• Experience with Microsoft Office 365 product suite including Excel, Word, Outlook.
• Client relationship management software.
• Proficient in Afrikaans and English (Read, Write and Speak).

• Produce work with a high level of accuracy.
• High attention to detail.
• Ability to always maintain discretion and privacy when dealing with sensitive and personal information.
• Ability to meet deadlines.
• Excellent data entry skills.
• Professionalism in appearance, communication and behaviour.
• Ability to communicate professionally.
• Ability to prioritise.