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...

Client Onboarding Specialist is required at a Financial Services company. This is an important administrative role, where you will be providing provide support to the client facing team for the onboarding of new clients and investors, for local and cross jurisdictional structures. Provide day - to - day assistance for end to end on-boarding process of new...

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...

Hello The world is a mess right now. So, we’re shaking it up even more - in a good way - and specifically in the financial fund management and admin service space. Just the words “finance” and “admin” sound pre-historic. But we’re adding faster thinking, intuitive tech and a great people touch to a field that’s been a bit sluggish of late. In...

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...

CA Financial Appointments is seeking a highly skilled Financial Services Onboarding Specialist to join their team. This role has a focus on the client onboarding function.The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and possess strong Excel skills.We offer a competitive salary range of...

**Onboarding Specialist** **About the Role**: We are looking for a highly organised and enthusiastic Onboarding Specialist to join our growing team. This role will play a vital part in ensuring our new clients experience a smooth and successful transition into using and adopting our software and platform. You will be the primary point of contact for clients...

Greenpoint Degree educated Communication skills are paramount and experience in dealing with clients would be required Strong relationship management (internal & external) Good organisational skills Exceptional attention to detail Ability to work under pressure Onboarding specialist assisting new and existing clients Providing potential new clients with...

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...

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...

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...

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...

**Investor Services Administrator (Trainee)** **The Role** Position: Investor Services Administrator (Trainee) Department: Debt Location: South Africa, Cape Town **About Apex** Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group...

We are seeing an Administrator at Sanne, reporting to a Manager within the Alternative Assets team. You will typically be responsible for providing quality and efficient client service to investors. **Key Responsibilities**: - Working closely with Managers, Associate Directors and other staff as part of the team; - Responding to investor services related...

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...

**The Role**: The System Support Specialist for Investor Portal products, who facilitates analysis of client’s system requirements, assist with new clients’ onboarding's as well as provide business as usual system support. **Key Responsibilities**: - Analysis of client’s system requirements pre implementation; - Assist with new clients’ onboardings...

**Job description**: **The Role**: The System Support Specialist for Investor Portal products, who facilitates analysis of client’s system requirements, assist with new clients’ onboarding's as well as provide business as usual system support. **Key Responsibilities**: - Analysis of client’s system requirements pre implementation; - Assist with new...

We are seeking an Administrator, reporting to an Assistant Manager within the Hedge Division of Sanne, to Conduct and maintain appropriate investor identification and verification, take ownership of and process investor transactions and deal with investor queries. This includes conducting and maintaining appropriate investor identification and verification...