Specialist, Onboarding

1 week ago

Johannesburg, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Insurance & Asset Management Location: ZA, GP, Johannesburg, 30 Baker Street Responsible for end-to-end onboarding for all regions (JHB,CPT,KZN), both local and offshore clients, including the collation and completion of all documentation (business and regulatory / compliance), completion of all business processes (BAF, SAP profile creation and maintenance), engagement with Portfolio managers and client service teams and any distribution channel (IFA, SBFC, WI, etc.) to ensure the onboarding process is as smooth and timeous as possible. The role includes, but not limited to, providing a level of administrative support across the various stakeholders (client, PM, MD on-boarding team), being the central point of contact to manage the end - to end relationship and ensuring that the onboarding experience is as streamlined and efficient as possible. A high level of service across multiple stakeholders is required with the ability to coordinate multiple administrative tasks, applying risk management and compliance methodologies, and ensuring governance to regulatory requirements. In addition, the individual will be required in many instances to be involved in project related initiatives deemed necessary for business. Qualifications Type of Qualification: Advanced DiplomaField of Study: Business CommerceType of Qualification: First DegreeField of Study: Business CommerceKnowledge of FAIS, FIAC and other regulatory requirements an advantagePrior on-boarding and client experience management an advantageExperience Required Business Support 5-7 YearsA comprehensive and intensive knowledge of the investment industry and the different investment products available to clients.Full knowledge of business process across the multiple teams and requirements in respect of the regulator.3-4 Wealth Management Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or #J-18808-Ljbffr

  • Onboarding Specialist

    1 week ago

    Johannesburg, South Africa Energy at Work Full time

    Job Purpose The customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption. Their focus will be on reducing customer effort,...

  • Onboarding Specialist

    1 week ago

    Johannesburg, South Africa Energy at Work Full time

    Job Purpose The customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption. Their focus will be on reducing customer effort,...

  • Onboarding Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa FP Markets (First Prudential Markets) Full time R104 000 - R208 000 per year

    FP Markets is a well-established global CFD broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies and we are currently looking to recruit a full-time Onboarding (Back Office) Specialist inJohannesburg.This is a great opportunity to work in a varied role and be overseen by and mentored by a team of industry...

  • Onboarding Specialist

    3 days ago

    Johannesburg, Gauteng, South Africa FP Markets Full time R400 000 - R600 000 per year

    FP Markets is a well-established global CFD broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies and we are currently looking to recruit a full-time Onboarding (Back Office) Specialist in Johannesburg.This is a great opportunity to work in a varied role and be overseen by and mentored by a team of industry...

  • Client Success

    4 days ago

    Johannesburg, South Africa Infotelligent Full time

    A data start-up is seeking a Client Support & Onboarding Specialist to enhance client experiences. In this role, you will be the key point of contact for new clients, ensuring smooth onboarding through support via Zoom and assistance via email. Ideal candidates will have at least 2 years of experience in client support or customer service, strong...

  • Onboarding Specialist

    6 days ago

    Johannesburg, South Africa FP Markets (First Prudential Markets) Full time

    Onboarding Specialist (Johannesburg, Forex) Direct message the job poster from FP Markets (First Prudential Markets) FP Markets is a well-established global CFD broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies and we are currently looking to recruit a full-time Onboarding (Back Office) Specialist in...

  • Forex Onboarding Specialist — Growth

    6 days ago

    Johannesburg, South Africa FP Markets (First Prudential Markets) Full time

    A leading global CFD broker in Johannesburg is seeking an Onboarding Specialist to assist with client onboarding and support back-office tasks. The successful candidate will possess strong computer skills and excellent communication capabilities in English, with experience in FX being a plus. This full-time role offers a multicultural team environment,...

  • Onboarding Specialist

    1 week ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello Future Onboarding Specialist, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart. Now,...

  • Onboarding Specialist

    6 days ago

    Johannesburg, South Africa FP Markets Full time

    Overview FP Markets is a well-established global CFD broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies and we are currently looking to recruit a full-time Onboarding (Back Office) Specialist in Johannesburg . This is a great opportunity to work in a varied role and be overseen by and mentored by a team of...

  • FX Onboarding

    2 days ago

    Johannesburg, South Africa Fp Markets Full time

    A leading global CFD broker in Johannesburg is seeking an experienced Onboarding Specialist to assist clients with onboarding procedures, handle customer inquiries, and support various departments. The ideal candidate should possess strong computer skills, have knowledge in FX, and be fluent in English. This full-time position offers competitive remuneration...