Service, Support and Onboarding Consultant

**Onboarding Consultant**: - financial services / investment services The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage experience. Our client is based in...

**SALES ONBOARDING SPECIALIST - JOB DESCRIPTION** **REPORTS TO**: Managing Director **SUMMARY OF POSITION**: The Sales Onboarding Specialist is responsible for overseeing the customer onboarding process, ensuring that customers are set up for success with our product. They track market developments, create strategies, set up sales plans, and maintain...

An exciting opportunity exists with a Healthcare IT Company for a Software Consultant to onboard and upsell to medical practices digitally. **Roles and Responsibilities**: - Manage and take full ownership of an allocated base of Healthcare practices; - Develop strong relationships with allocated practices; - Work with the company's Sales Consultants to...

About the RoleWe are seeking a highly skilled Financial Services Onboarding Manager to join our team in Rosebank, JHB. 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 compliance, and tax identification across various products and...

Babble is a leading technology business that is reimagining how we do work. Founded in 2001, the company works with over 4,000 organisations in a wide range of sectors - including financial, health and education, travel and accommodation, and public services - by sourcing deploying and supporting locally the very best cloud solutions. Babble’s growth over...

About us, purpose, experience and qualifications **about us**: **purpose**: - The role is responsible for holistically managing requests including client onboarding and ensures that the requests are attended to within the agreed service level agreements (SLA). The role will be required to organize, streamline and oversee the onboarding of New to Bank and...

Onboard new client information - Proactively suggest process and system improvements - Support the use of technology in all processes **Role Purpose** The Onboarding Analyst will onboard new client information in bulk, while continuously improving the efficiency and accuracy of processes using technology. The Onboarding Analyst will be confident in dealing...

SEEKING**:CUSTOMER ONBOARDING SPECIALIST** FOR: Full-Time Position REMUNERATION: Competative Salary + Incentives ABOUT US: Trade Shield is a fast-growing tech start-up that harnesses the power of AI to provide our clients with powerful insights into the credit they extend to businesses. Trade credit drives business in global markets and Trade Shield aims...

Join one of South Africa’s leading Independant FSP's as a Transfers and Onboarding consultant and you will be responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon...

- Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. - Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. - Managing and updating investor reporting systems. -...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. - Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. - Managing and updating investor reporting systems. - Accounting...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. Managing and updating investor reporting systems. Accounting for...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...

We are seeking a skilled Compliance Consultant to join our team. In this role, you will be responsible for ensuring that our client onboarding process meets the highest standards of regulatory compliance. This includes managing and updating investor reporting systems, accounting for transactions, and assisting with the preparation of investor reporting.Key...

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 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,...

**Job Advertisement: IT Operations Consultant** **Company**: My Client **Location**: Johannesburg **Position**: IT Operations Consultant **Role and Responsibilities**: As an IT Operations Consultant, you will play a pivotal role in ensuring the operational stability and availability of our IT systems. Your responsibilities will include: **Essential...

HOMEWARE SALES CONSULTANT **INTRODUCTION**: An exciting opportunity has become available for a Homeware Sales Consultant, with a leading supplier of high-quality fabrics, rugs, wallpaper and homeware for both local and international markets. The position is based in Hazelwood, Pretoria. **REQUIREMENTS**: National senior certificate - At least 3 years...

Sabre is a technology company that powers the global travel industry. By leveraging next-generation technology, we create global technology solutions that take on the biggest opportunities and solve the most complex challenges in travel. Positioned at the center of the travel, we shape the future by offering innovative advancements that pave the way for a...

An exciting opportunity has become available for a Business Consultant with digital marketing experience, within a Business Consulting company. The position is based in Sandton, Johannesburg. **REQUIREMENTS**: - Matric - Bachelor's degree in Business Administration, Management, Finance, or a related field. An MBA or relevant master's degree is preferred -...