Client Onboarding and Transition Expert

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 OverviewThe Recruitment Council is seeking a Project Transition Specialist to join our team. As a Project Transition Specialist, you'll be responsible for managing new client onboarding, handling transition processes, and working on process improvements.The ideal candidate will have a strong background in project management, transition management, and...

Job DescriptionAt The Recruitment Council, we're looking for a highly skilled Implementation Expert to join our team. As an Implementation Expert, you'll play a key role in supporting the operational environment by managing new client onboarding, handling transition processes, and working on process improvements.The ideal candidate will have a minimum of 5...

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...

Job SummaryWe are looking for a highly skilled Onboarding and Transfers Expert to administer Voluntary, TFSA, Section 14, and Living Annuity transfers accurately and within agreed turnaround times.

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...

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...

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...

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...

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...

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...

At Emporium Human Capital, we're seeking a seasoned Client Success Specialist to join our team in Somerset West. As a key member of our client success department, you'll play a vital role in ensuring the optimal adoption and utilization of our software solutions.About the Role:Drive and own the new client onboarding journey, fostering strong relationships...

We are seeking an experienced and dynamic project lead to manage complex transitions, particularly in the Financial Services/Investment experience and Technology sectors.Our ideal candidate will have a strong understanding of operating model design, insourcing strategies, and organizational restructuring.Please note that this is a 6-month renewable contract...

About the Role:We are seeking a seasoned Business Transition Manager to lead our transition initiatives and drive positive outcomes for our clients.The successful candidate will have a proven track record of managing complex projects, leading cross-functional teams, and driving process improvements.Key Responsibilities:Develop and execute comprehensive...

Job Title: Director - Client TransitionJob Summary:We are seeking an experienced Transition Director - Client to lead our client transition projects. The ideal candidate will have a strong background in project management, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key Responsibilities:Project Planning:...

**Job Description**We are seeking a highly skilled Transfers and Onboarding Consultant to join our team at Rory Mackie & Associates. As a key member of our team, you will be responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers.The ideal candidate will have a strong background in Linked Products, Local Unit Trusts,...

About the RoleWe are seeking a skilled Project Manager - Transition Lead to join our team at WNS Global Services. As a key member of our transition function, you will be responsible for leading multiple initiatives/projects concurrently and driving positive transition outcomes.The ideal candidate will have excellent project management skills, with the...

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. You will be responsible for managing the client onboarding process, ensuring accurate account creation for individuals and legal entities through DocFox (KYC application) and 4Axis (unit registry...

Frogg Recruitment SA is looking for a Regulatory Expert to join our team. The primary responsibility of this role is to ensure that all client interactions adhere to regulatory requirements and internal policies.The successful candidate will have 3+ years of experience in a similar role, with a strong understanding of banking procedures and documentation.Key...