Client Onboarding Specialist

Job Title: Client Onboarding SpecialistThe Recruitment Council seeks a highly organized and detail-oriented Client Onboarding Specialist to play a crucial role in enhancing client onboarding experiences. As a key member of our team, you will be responsible for leading the client onboarding process, ensuring compliance with regulatory standards, and providing...

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...

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...

Overview: The Recruitment Council is seeking a highly skilled KYC Client Onboarding Specialist to join our team. As a key member of our Middle Office / Investment Operations team, this role will be 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...

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...

**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...

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...

About The Recruitment CouncilWe are committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and our operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients.Key Responsibilities:">Manage the client...

**Responsibilities**: - Ensuring a positive and professional client service experience - Providing clients with technical assistance on our products - Ensuring urgent matters are escalated for prompt resolution - Proactively following up and assisting clients in obtaining outstanding information - Where applicable, assisting clients with the completion of...

Nestify is a leading international property management and lettings company that is changing the face of hospitality. Whether guests or tenants need two days, two months or two-year stays, Nestify offers a unique and professional experience. As a tech-based company, and 24/7 contactless service, we're ensuring guests from all over the world get the stay they...

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...

Duties and ResponsibilitiesThis Compliance Administrator role will involve checking client FICA documents, completing customer onboarding packs, and liaising with sales and support teams regarding client compliance status. You will also be assisting with support-related queries related to banking and other compliance matters, as well as performing general...

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...

The Recruitment Council seeks a skilled KYC Client Onboarding Specialist to join our team. This role is ideal for individuals who are passionate about client service and have solid experience in onboarding and regulatory compliance.Job Description:We are looking for a highly organized and detail-oriented individual to oversee the end-to-end onboarding...

**Onboarding Specialist** **About the Company** Nestify is an established international property management company that operates in the United Kingdom, France, Ireland and the United Arab Emirates. The company is owned, driven, and managed by a group of passionate individuals and a team of highly skilled experts. The Company employs talented individuals...

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...

TalentCru is seeking a Client Onboarding and Transition Expert to join our team. This role involves completing client onboarding, account setup, and maintenance of client information, as well as instructing custodians to set up cash, scrip, YIELDX, and call accounts.The successful candidate will have a strong understanding of segregated and unitized funds,...

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...