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...

About the RoleWe are seeking an experienced Client Onboarding Specialist to join our team at CA Financial Appointments. In this role, you will be responsible for managing the client onboarding process from start to finish.

Job OverviewThe Recruitment Council is seeking a highly organized and detail-oriented Client Onboarding Specialist to join our team in Westlake, Cape Town.About the RoleWe are looking for an individual with 1-2 years of experience in a relevant onboarding role, preferably with a solid understanding of compliance processes. Familiarity with applicable...

KYC Client Onboarding SpecialistRole OverviewThe Senior Client Onboarding Specialist plays a crucial role within the Middle Office/Investment Operations team at The Recruitment Council. 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...

Job Description:The Recruitment Council is seeking an experienced KYC Client Onboarding Specialist to join our team in Steenberg, Tokai. This role offers an exciting opportunity to make a significant impact on the onboarding process, ensuring compliance and enhancing the overall client experience.About the Role:This position plays a critical role within the...

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...

Job Description:As a Client Service Consultant at The Recruitment Council, you will play a pivotal role in the onboarding process for both individual and legal entity clients.Key Responsibilities:Manage the client onboarding process, ensuring accurate account creation for individuals and legal entities through DocFox (KYC application) and 4Axis (unit...

Role OverviewWe are seeking a dedicated Customer Service and Tenant Onboarding Specialist to join HR Studio's team. This role is crucial in ensuring our users, tenants, and landlord clients receive unparalleled support and success in using our solutions.This specialist will be responsible for the onboarding and training of landlords and tenants, ensuring...

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...

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...

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,...

Job DescriptionWe are seeking a skilled Senior Customer Onboarding Specialist to join our team at DealersOnline. As a key member of our onboarding process, you will be responsible for ensuring seamless customer experiences.Key ResponsibilitiesConduct thorough client profiling for all new registrations, adhering to risk management protocols.Maintain daily...

HR Studio Ltd is hiring a Customer Support & Onboarding SpecialistWe are seeking an experienced professional to join our team in ensuring unparalleled support and success for our users, tenants, and landlord clients. This role is crucial in providing exceptional customer experiences and onboarding new tenants effectively.The Role:Customer Support: Provide...

About the Role: The Recruitment Council is seeking a talented KYC Client Onboarding Specialist to join our dynamic team. In this role, you will play a critical part in ensuring the successful onboarding of new clients, while maintaining high standards of compliance and quality.Key Accountabilities:Develop and maintain a comprehensive understanding of CDD/AML...

About Rory Mackie & AssociatesWe are an international asset management company specialising in delivering tailored financial solutions. Our dedication to building long-term relationships with clients is unparalleled, and we pride ourselves on comprehensive services and a focus on sustainable, regulated asset management.Job OverviewThis role involves...

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The 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 our operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. This role offers a dynamic work...

Job Title: Onboarding Process CoordinatorThe Recruitment Council is seeking a highly skilled Onboarding Process Coordinator to join our team. As an integral part of our operations, you will be responsible for creating and maintaining client accounts in the registry system, ensuring all relevant classifications and tax details are accurately recorded. This is...

About the RoleWe are seeking a skilled and experienced Client Experience Specialist to join our team at Isilumko Staffing in Cape Town. This role involves building strong relationships with investors and financial planners through exceptional service experiences.As a Client Experience Specialist, you will be responsible for delivering tailored solutions to...