Client Onboarding Specialist

2 weeks ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

Our client, a vibrant investment boutique team, is in search of a skilled Client Onboarding Specialist to join their ranks. This position calls for an individual capable of delivering top-tier client experiences. The team has shown significant growth and seeks a candidate with relevant experience and a genuine passion for client services. We need someone proactive, quick on their feet, with outstanding interpersonal and communication skills. The ideal candidate will have a positive attitude, be a problem solver, and thrive in the fast-paced world of investment client services.

Responsibilities:

  • Ensure a positive and professional client service experience
  • Deliver exceptional client service via various channels - phone, email, online, and in-person
  • Offer technical assistance on products to clients
  • Escalate urgent matters promptly for resolution
  • Proactively assist clients in obtaining necessary information
  • Assist clients with form completion and information gathering
  • Perform client due diligence checks and determine required level of diligence to comply with Anti-Money Laundering Regulations
  • Validate KYC documentation
  • Follow up on onboarding progress with administrators

Requirements:

  • Minimum requirement of a completed business degree; experience qualifications are also accepted
  • Solid understanding of Anti-Money Laundering Regulations
  • Familiarity with AML requirements for various client types - individuals, trusts, charities, and corporates
  • Self-motivated team player with keen attention to detail
  • Effective task management and prioritization skills in a demanding team setup
  • Diligent with a strong commitment to meeting deadlines
  • Client-oriented professional excelling in a dynamic environment
  • Exceptional command of English in both written and verbal communication to ensure superior client experiences

Note: If you don't hear from us within 2 weeks, consider your application unsuccessful for this role. Keep an eye on our updates online for future opportunities.


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