--- title: "New Business Specialist (Client Activation & Onboarding) at Capital.com" canonical: "https://jobhunter.my/vacancies/job-e2ee8dcccbfe074d-new-business-specialist-client-activation-onboarding-capital-com" date_posted: "2026-09-03T09:31:35.230Z" verified: "2026-09-08T01:12:21.599Z" --- # New Business Specialist (Client Activation & Onboarding) **Company:** Capital.com **Location:** City of Johannesburg, Gauteng **Remote signal:** No **Published:** 2026-09-03T09:31:35.230Z **Verified by JobHunter:** 2026-09-08T01:12:21.599Z ## Job description Responsibilities: • Manage the client journey from approved application through account funding, first trade and early-stage engagement, with an appropriate handover to the Premium Client Manager where relevant. • Proactively contact newly approved clients to welcome them, understand any barriers to activation and guide them through the next steps in their onboarding journey. • Support the conversion of approved applications into funded and active accounts by reducing friction, answering process and platform-related questions and coordinating the resolution of outstanding matters. • Introduce new clients to Capital.com’s platform features, trading tools, risk-management functionality and educational resources through clear and practical onboarding support. • Help clients build confidence in using the platform while ensuring all communications remain fair, balanced, accurate and within the boundaries of a non-advisory service. • Drive early client engagement and retention through proactive outreach, structured follow-ups and personalised communication that demonstrates Capital.com’s commitment to the client experience. • Identify clients whose onboarding has stalled or who have become inactive and conduct appropriate re-engagement and reactivation activity. • Identify clients who may benefit from a higher-touch relationship and coordinate an effective handover to the Premium Client Manager, where appropriate. • Maintain accurate and complete CRM records, including client interactions, onboarding status, follow-ups, activation progress and agreed actions. • Work closely with Compliance, Operations, Customer Support, Marketing and the Premium Client Manager to resolve client matters and improve the end-to-end onboarding experience. • Provide structured feedback on recurring client questions, onboarding obstacles, platform usage and reasons for non-activation to support continuous process improvement. • Support approved client webinars, platform demonstrations, seminars, events and other engagement initiatives where required. • Maintain a strong understanding of financial markets, competitor activity and Capital.com’s product and service offering. Requirements: • 2–4 years’ experience in client onboarding, customer success, account management, business development, sales support, or a related financial-services environment. • Bachelor’s degree or relevant recognised qualification in Commerce, Business Management, or a related field. • Eligibility to be appointed and registered as a FAIS representative (RE5 Exam) including meeting the Fit and Proper requirements • Good understanding of financial markets and an interest in online trading, including products such as FX, indices, equities, commodities and CFDs. • Excellent verbal and written communication skills, with the ability to explain platform features and processes clearly and confidently. • A commercially minded and client-focused approach, with the ability to balance activation outcomes, client experience and regulatory requirements. • Comfortable conducting proactive outbound client engagement by telephone, email and video call. • Strong organisational skills and the ability to manage a high-volume pipeline of clients, follow-ups and onboarding actions. • Ability to identify client needs and obstacles without providing financial advice or personalised trading recommendations. • High attention to detail and disciplined use of CRM and client-management systems. • Ability to work effectively in a fast-paced, regulated environment. • Fluent in English. • Additional South African language skills would be beneficial but are not essential. • Understanding of the South African financial-services environment, retail investor behaviour and client conduct expectations. • Awareness of FSCA expectations regarding fair client communication, financial promotions, non-advisory services and conduct risk. What You Will Get In Return: • Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated. • Work-Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid • Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry. • Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team. • Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks! • Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits! • Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community. - [Open the employer's vacancy](https://jobs.lever.co/capital/7cbdbb5a-d2b8-4f4a-b032-497f4a75a3c1) - [Browse the public pilot](https://jobhunter.my/vacancies) > JobHunter is a monitoring service. Verify availability and application terms on the employer's page.