Onboarding Specialist-4

7 months ago

Johannesburg, South Africa FirstRand Full time

Job Description

To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA)
- Collaborate closely with relevant business units and RMB product houses as per strategy to identify revenue opportunities
- Drive opportunities for revenue growth and cost reduction such as adoption of digital and other self service options across client base
- Ensure full understanding of customer needs to deliver a quality service
- Ensure customer service solutions are aligned to the business operational plan; Organisational values and service standards
- Communicate how customer service solution will be implemented and secures buy-in
- Ensure product knowledge and advice is technically accurate and provide customers with relevant information to keep them informed of products and service options
- Ensure resolution of customer queries and complaints timeously and ownership of issues
- Analyse customer feedback to help improve customer service
- Propose ideas to improve customer service
- Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
- Engage in cross-functional relationships to obtain and to provide work support
- Communicate with the client across all onboarding stages to keep the client informed of the status
- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
- Research, enable and consult on improvements and opportunities to harness technology and platform enablement
- Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies and minimise redundancy
- Monitor customer feedback reports and align processes to maximise efficiencies
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
- Engage with customers to understand their unique requirements, drive value optimisation and advise best options for product integration and wealth management
- Manage the growth of active customer account base
- Provide input into the development of the business area tactical strategy in achievement of the overall business strategy
- Develop and implement an area operational plan in achievement of Business objectives
- Respond to KYC status of clients while managing the requests received to on-board all new clients to the Bank (includes client product and channel requirements)
- Receive requests to facilitate on boarding or share KYC documentation with other lenders (eg. agency, syndication and distribution)
- Receive requests to issue KYC confirmation certificates to 3rd parties (eg to Vistra for Plover SARL)
- Prepare on-boarding documentation with existing client data and from third party sources to the extent available
- Communicate outstanding requirements to client in a client centric manner
- Receive responses from clients
- address all queries and review returned documentation (including FATCA/CRS) within agreed SLA time (includes escalation to Compliance if required)
- Conduct screening and provide risk rating to EBS KYC Fulfilment for capturing into CDS
- Send complete KYC documentation to EBS fulfilment for creation of GS profile and capturing
- Complete facilitation and pre-population of account documentation for account opening, account maintenance and account closure processed for new and existing clients by collating necessary documents and forms and sending documents to the respective fulfilment area for processing and enactment.
- Comply with all relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to KYC and privacy.
- Is the custodian for all client data within allocated portfolio, ensuring data integrity
- Maintain and updating of client mandates including account signatories, resolutions and telephonic mandates.
- Draft necessary letters as required by client from the bank, within authorized mandates (e.g. letters of good standing).
- Assess own performance against competencies and skills required delivery
- Identify development needs and select effective solutions to address own development need
- Prepare a personal development plan with management to implement and review as required
- Monitor own progress against development plan and measure impact of results
- Assess own performance against competencies and skills required delivery
- Identify development needs and select effective solutions to address own development need
-

  • Client Onboarding Specialist

    1 month ago

    Johannesburg, Gauteng, South Africa Curiska Full time

    Job Title: Client Onboarding SpecialistOverviewCuriska is seeking a Client Onboarding Specialist to oversee the end-to-end onboarding process of new clients, focusing on client data management, AML/KYC compliance, and tax identification across various products and platforms.Key Responsibilities• Assist in onboarding new clients and investors across local...

  • Specialist: Onboarding

    2 weeks ago

    Johannesburg, South Africa Liberty Group South Africa Full time

    Job title : Specialist: OnboardingJob Location : Gauteng, JohannesburgDeadline : December 21, 2024Quick Recommended Links Jobs by Location Job by industries PurposeTo provide specialist advice and support and to work collaboratively within their team and across other teams in the business to deliver exceptional onboarding customer experiences.Minimum...

  • Specialist: Onboarding

    2 weeks ago

    Johannesburg, South Africa Liberty Group South Africa Full time

    Job title : Specialist: Onboarding Job Location : Gauteng, Johannesburg Deadline : December 21, 2024 Quick Recommended Links Jobs by Location Job by industries Purpose To provide specialist advice and support and to work collaboratively within their team and across other teams in the business to deliver exceptional onboarding customer...

  • Onboarding Specialist

    1 month ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    Prism Placements and this global payroll services provider are looking for an Onboarding Specialist with excellent communication skills to join their team. Experience & Requirements: - Relevant B-degree with good academics - Min 3-5yrs experience in a similar role where youve handled multiple tasks simultaneously and produced excellent customer service in...

  • Payroll Onboarding Specialist

    3 weeks ago

    Johannesburg, South Africa Exclusively Remote Full time

    Payroll Onboarding Specialist3pm to 11pm Monday - Friday Job Description:We are seeking a skilled and detail-oriented Payroll Onboarding Specialist to join our team. In this role, you will play a critical part in the client onboarding process by demonstrating the features and functionalities of our sophisticated payroll software. Your responsibilities will...

  • Onboarding Specialist

    1 month ago

    Johannesburg, South Africa Prism Placements Full time

    Prism Placements and this global payroll services provider are looking for an Onboarding Specialist with excellent communication skills to join their team. Experience & Requirements:Relevant B-degree with good academicsMin 3-5yrs experience in a similar role where youve handled multiple tasks simultaneously and produced excellent customer service in a...

  • Onboarding Specialist

    1 month ago

    Johannesburg, South Africa Prism Placements Full time

    Prism Placements and this global payroll services provider are looking for an Onboarding Specialist with excellent communication skills to join their team. Experience & Requirements:Relevant B-degree with good academics Min 3-5yrs experience in a similar role where youve handled multiple tasks simultaneously and produced excellent customer service in a...

  • Client Onboarding Specialist

    4 weeks ago

    Johannesburg, Gauteng, South Africa Curiska Full time

    OverviewCuriska seeks a skilled Client Onboarding Specialist to oversee the end-to-end onboarding process of new clients, focusing on client data management, AML/KYC compliance, and tax identification across various products and platforms.Key Responsibilities:Support the Team: Assist in onboarding new clients and investors across local and...

  • KYC / AML Onboarding Specialist

    1 month ago

    Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time

    Job Title: KYC / AML Onboarding SpecialistAbout the Role: We are seeking a skilled KYC / AML Onboarding Specialist to join our team at Curiska (Pty) Ltd. The successful candidate will be responsible for leading the client onboarding process, ensuring accurate and efficient completion of necessary documentation, and compliance with regulatory requirements.Key...

  • Onboarding Specialist: Expert Customer Experience

    2 weeks ago

    Johannesburg, Gauteng, South Africa Liberty Group South Africa Full time

    Job OverviewLiberty Group South Africa is seeking a highly skilled Onboarding Specialist to join our team. As an Onboarding Specialist, you will play a critical role in delivering exceptional customer experiences.Key ResponsibilitiesProvide specialist advice and support to ensure seamless onboarding processesWork collaboratively with distribution teams to...

  • Onboarding Specialist

    6 months ago

    Johannesburg, South Africa FirstRand Full time

    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...

  • Onboarding Specialist

    2 weeks ago

    Johannesburg, South Africa Rand Merchant Bank Full time

    Job title : Onboarding SpecialistJob Location : Gauteng, JohannesburgDeadline : December 04, 2024Quick Recommended Links Jobs by Location Job by industries Job DescriptionHello 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...

  • Onboarding Specialist

    2 months 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,...

  • Kyc Onboarding Specialist

    6 months ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello Future KYC Onboarding Specialist Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients’ holistic balance...

  • Onboarding Coordinator

    1 month ago

    Johannesburg, Gauteng, South Africa Prism Placements Full time

    About the Role:We are seeking a highly skilled Onboarding Specialist to join Prism Placements and contribute to the success of our global payroll services provider.Key Responsibilities:Deliver exceptional customer service in a fast-paced environment.Handle multiple tasks simultaneously with minimal supervision.Utilize advanced MS Excel skills to drive...

  • Senior Onboarding Specialist

    4 weeks ago

    Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Onboarding Specialist to join our team at Curiska (Pty) Ltd. This is an excellent opportunity for someone looking to take on a challenging role in the financial services industry.Job DescriptionSupport the onboarding process of new clients and investors across local and cross-jurisdictional structures,...

  • Onboarding Specialist

    3 months ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Please note this is a 6-month fixed term contract To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).- Collaborate closely with relevant business units and RMB product houses as per strategy to identify revenue opportunities- Drive opportunities for...

  • Financial Services Onboarding Specialist

    1 month ago

    Johannesburg, Gauteng, South Africa Curiska Full time

    **Job Title: Client Accounts and Applications Analyst**At Curiska, we are looking for a highly skilled professional to join our team as a Client Accounts and Applications Analyst. This role is focused on managing the onboarding process of new clients, ensuring compliance with AML/KYC regulations, and maintaining accurate records.**Key...

  • Service, Support and Onboarding Consultant

    6 months ago

    City of Johannesburg, Gauteng, South Africa Zeal HR Full time

    **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...

  • Conversion Agent-Onboarding Specialist

    9 hours ago

    Sandton, Johannesburg, South Africa Ubuntu Markets Full time

    Requirements for this role:  Call Centre Sales experience in Financial Sector Background Only.  At least 2 + years’ work experience in a Financial Call Centre Environment.  Matric.  Good Command of English.  Excellent Telephone Etiquette  Excellent Interpersonal skills.  Driven Individuals  Strong Character to close on Leads...