Transfers and Onboarding Specialist

Position Overview:Rory Mackie & Associates seeks a skilled professional to fill the role of Transfers and Onboarding Consultant. This position is part of the Investments Platform Operations team and requires a strong background in Voluntary, TFSA, Section 14, and Living Annuity transfers.Key Responsibilities:Coordinate with Life Companies to expedite...

Overview:Rory Mackie & Associates, a leading global Asset Manager, is seeking an experienced Senior Transfer Operations Specialist to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers. These include transfers into and from our...

Overview: Rory Mackie & Associates is seeking an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team.Responsibilities:Contact Life Companies to chase & expedite transfers in progress.Understand specific transfer requirements for the various Life Companies.Expedite unit transfers with various competitor unit...

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 Title: KYC Client Onboarding SpecialistAt The Recruitment Council, we are seeking a highly skilled KYC Client Onboarding Specialist to join our dynamic team. This role 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...

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 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...

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...

Job DescriptionAs a Client Onboarding Specialist at Dynexity, you will play a crucial role in managing client data across various products and platforms. Your responsibilities will include data analysis, verification, maintenance, and remediation of new and existing client data.Key Responsibilities:Ensure high-risk client matters receive appropriate...

About the Role:The successful Conveyancing Transfer Secretary will have at least 5 years of experience dealing with own transfer files. Key responsibilities include displaying a natural warmth and ability to connect with people, possessing strong verbal and written skills, and demonstrating a passion for property and conveyancing.Requirements:• Strong...

At Black Pen Recruitment, we specialize in connecting businesses with top-tier talent from around the world. We partner with global clients to deliver tailored solutions in recruiting, outsourcing, and personnel procurement.Job Type: Full-time/PermanentWorkplace: RemoteLocation: South AfricaEstimated Salary: R850,000 - R1,050,000 per annumJob Description:We...

At Dynexity, we are seeking a skilled Onboarding Client Service Specialist to join our team. Key Responsibilities:Ensure accurate regulatory classification of clients by capturing FATCA, OECD, ASISA, and SARB classifications.Verify accurate tax classification by capturing DWT and IWT classifications and recording client tax details.Review static data change...

About the RoleBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to meaningful work. As a French Customer Advocate, you will become a subject matter expert on onboarding policies, procedures, product features, and internal workflows.Key ResponsibilitiesReview and onboard submissions from start to finish,...

Job Title: Transfers SecretaryAt Bridgena Barnard & Associates, we are seeking a skilled Transfer and Secretarial Coordinator to join our team in a busy specialised law firm. The ideal candidate will have:3+ years of experience in a similar conveyancing-related role.A matric certificate.Proficiency in GhostConvey, LEXIS Convey, Stordoc & E4.An excellent...

{"h2": "About the Role", "p": "To support the business in the administrative functions required to onboard a customer in a timely manner, maintaining the highest level of customer service and compliance for DealersOnline."}

Black Pen Recruitment is seeking a German Speaking Onboarding Specialist to join our team.Job Type: Full-time/PermanentWorkplace: RemoteLocation: South AfricaKey Responsibilities:Assist new hires by guiding them through the onboarding process, ensuring a smooth transition into the company.Coordinate and manage the collection of necessary documents from new...

Black Pen Recruitment is seeking a highly skilled German Speaking Onboarding Specialist to join our team. As a key member of our international consulting and services team, you will play a crucial role in delivering tailored solutions in recruiting, outsourcing, and the recruitment of skilled personnel from across the globe.Job Type:...

About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to dignified, meaningful work in communities worldwide.We are a global team, united by our desire to connect diverse people with common values for boldr impact.We employ just over a thousand team members across five countries and aim to expand our...

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...