Service, Support and Onboarding Consultant

**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and onboarding Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...

**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...

**Customer Onboarding Specialist** **Location: Remote Department** **Operations Package: Market Related** **Reports to: COO** Customer Onboarding Specialist An onboarding specialist is the one who makes sure the customer has the first moment of success with the the platform. They must ensure that customers’ expectations have been met and that they feel...

**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...

TransUnion's Job Applicant Privacy NoticeWhat We'll Bring:Dynamics of the RoleThis is an exciting time for TransUnion GCC Africa, as the company is evolving and transforming as a fully remote organization, with HR playing a pivotal role of change agents in culture and people practices. To enable this change we are looking for a dynamic individual who...

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...

As a Client Support and Onboarding Specialist, you will be the first point of contact for new clients and play a critical role in their journey with our company. Your primary focus will be to provide exceptional support and guidance during the onboarding process, ensuring a smooth and efficient experience for our clients. Additionally, you will handle...

Application Support Consultant This role is based in Woodmead and follows a hybrid model. **Introduction** Our client is a very well-established Fin Tech company based in Woodmead, looking for an Application Support Consultant with **Universe experience** The incumbent will be responsible for client queries and support, problem solving system analysis...

TransUnion's Job Applicant Privacy Notice **What We'll Bring**: Dynamics of the Role This is an exciting time for TransUnion GCC Africa, as the company is evolving and transforming as a fully remote organization, with HR playing a pivotal role of change agents in culture and people practices. To enable this change we are looking for a dynamic individual...

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...

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 the...

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...

As a Client Onboarding Specialist at our SaaS company in the advertising industry, you will play a crucial role in ensuring the smooth and successful onboarding of new clients. Your primary responsibility will be to guide clients through the implementation process, ensuring that they have a positive experience and are equipped to fully utilize our software...

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Simmonds Street 5 To route and allocate (onboard) all customer communication received (via chat and email) to the appropriate areas for resolution in alignment with customer experience requirements. Accurately and timeously assess suspicious and unusual transactions on accounts and...

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. - 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...

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...