Client Success Coordinator

Our client, a South African financial services provider focused on facilitating fast, secure, and compliant international money transfers for both individuals and businesses, is looking for a sharp, detail-driven Client Success Coordinator to help them deliver a world-class onboarding experience to their clients. You’ll sit at the intersection of Sales, Compliance, and our Dealing Desk — ensuring every client is activated with everything in place for fast, frictionless FX execution — every time.

This is a junior role, ideal for someone eager to learn how a high-growth financial business operates behind the scenes. You’ll work closely with the Sales Support Specialist to coordinate client journeys that are not only efficient but aligned with the brand experience they are building.

This role is perfect for you if you’re organised, proactive, and love the challenge of creating smooth, efficient client journeys, this is your entry point into a role that connects people, process and technology.

WHAT YOU’LL BE DOING

Client Onboarding & Success Flow

• Manage the full onboarding journey from Sales handoff through to full FX capability — including trading, foreign investment flows, and cross-border payments.
• Guide clients through KYC, FICA, AIT (Approval for International Transfers), and SARB requirements — keeping them informed and supported every step of the way.
• Collaborate with Compliance to ensure document flows are completed quickly and accurately.
• Track client onboarding stages in real time, flag friction points early, and follow up consistently.
• Act as the central contact for onboarding and FX-related client queries

Sales & Dealing Desk Support

CRM & Process Management

Requirements

WHAT YOU BRING

Benefits

WHY JOIN THEM