Investor and Client Onboarding Specialist

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role...

Job Title: KYC Client Onboarding SpecialistAt The Recruitment Council, we are seeking a highly skilled KYC Client Onboarding Specialist to join our dynamic team. This role is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to account openings, AML/KYC compliance, and tax...

KYC Client Onboarding SpecialistRole OverviewThe Senior Client Onboarding Specialist plays a crucial role within the Middle Office/Investment Operations team at The Recruitment Council. This position is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to account openings, AML/KYC...

Job Description:The Recruitment Council is seeking an experienced KYC Client Onboarding Specialist to join our team in Steenberg, Tokai. This role offers an exciting opportunity to make a significant impact on the onboarding process, ensuring compliance and enhancing the overall client experience.About the Role:This position plays a critical role within the...

KYC Client Onboarding SpecialistLocation: Steenberg, TokaiReporting Line: Operations ManagerOverviewThe KYC Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to...

About the RoleWe are seeking an experienced Client Onboarding Specialist to join our team at CA Financial Appointments. In this role, you will be responsible for managing the client onboarding process from start to finish.

About Rory Mackie & AssociatesWe are an international asset management company specialising in delivering tailored financial solutions. Our dedication to building long-term relationships with clients is unparalleled, and we pride ourselves on comprehensive services and a focus on sustainable, regulated asset management.Job OverviewThis role involves...

Job OverviewThe Recruitment Council is seeking a highly organized and detail-oriented Client Onboarding Specialist to join our team in Westlake, Cape Town.About the RoleWe are looking for an individual with 1-2 years of experience in a relevant onboarding role, preferably with a solid understanding of compliance processes. Familiarity with applicable...

Job SummaryWe are seeking a highly skilled Investor Reporting Specialist to join our team at TFG Finance and Advisory.The successful candidate will be responsible for reporting on and analysing the performance of the Group for both external and internal stakeholders.The role is primarily focused on drafting and coordinating the annual integrated report,...

Job SummaryWe are seeking a highly skilled Investor Reporting Specialist to join our team at TFG Finance and Advisory. The successful candidate will be responsible for reporting on and analyzing the performance of the Group for both external and internal stakeholders.Key ResponsibilitiesManage Investor Relations and all critical components...

Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on...

Job Description:As a Client Service Consultant at The Recruitment Council, you will play a pivotal role in the onboarding process for both individual and legal entity clients.Key Responsibilities:Manage the client onboarding process, ensuring accurate account creation for individuals and legal entities through DocFox (KYC application) and 4Axis (unit...

Job DescriptionAs a Client Onboarding Specialist at Dynexity, you will play a crucial role in managing client data across various products and platforms. Your responsibilities will include data analysis, verification, maintenance, and remediation of new and existing client data.Key Responsibilities:Ensure high-risk client matters receive appropriate...

Our client’s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this...

Well-respected fund services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities: Manage client onboarding process, account creation for individuals and legal entities Verify DocFox authorised daily, and necessary FICA requirements met before loading investor...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

Our client's Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this...

Are you ready to be a part of a dynamic fintech company that's reshaping the private markets landscape? We are on a mission to empower investors with innovative solutions that unlock the potential of alternative asset classes. Through cutting-edge technology, we're revolutionizing how investors manage and navigate their portfolios. Aligned with our core...