Client Service Specialist
3 weeks ago
The Client Service Consultant will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients and the operational teams. Your primary responsibility will be to deliver exceptional service throughout the onboarding process for both individual and legal entities while also participating in remediation projects as needed.
Key Responsibilities- Onboarding Management: Lead the client onboarding process, utilizing KYC applications and unit registry systems to facilitate smooth account setup.
- Compliance Assurance: Ensure all compliance requirements are met before client accounts are activated, maintaining adherence to regulatory standards.
- Client Engagement: Proactively communicate with clients regarding outstanding information and provide regular updates to enhance the client experience.
- Account Creation: Create and maintain client accounts in the registry system, ensuring all relevant classifications and tax details are accurately recorded.
- Relevant tertiary qualification preferred; Matric as a minimum.
- 1-2 years in a relevant onboarding role with a solid understanding of compliance processes.
This position provides an exciting opportunity to apply your skills in a dynamic and growing environment. You will engage in a variety of tasks and play a crucial role in enhancing client onboarding experiences, contributing to the overall success of the team.
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Client Service Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Isilumko Staffing Full timeJob Title: Client Service SpecialistJob Summary:Isilumko Staffing is seeking an experienced Client Service Specialist to join their branch in Cape Town on a 12-month contract. Key Qualifications and Experience:Must have a Post Grad degree and relevant experience within the asset management sector or wealth sectorProper technical understanding of collective...
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Senior Client Service Specialist
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Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full timeJob Title: Senior Client Service SpecialistJob Summary: We are seeking a highly skilled Senior Client Service Specialist to join our team at Isilumko Staffing (JHB). As a Senior Client Service Specialist, you will be responsible for resolving client queries in a timely manner, educating clients about products and services, and facilitating the sales...
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Client Service Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeAbout the Role:The Investment Platform Client Service team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. As a Client Service Specialist, you will play a crucial role in providing comprehensive support to our clients, ensuring they receive tailored solutions to meet their investment...
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Investment Client Service Specialist
1 month ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeClient Service SpecialistRory Mackie & Associates is seeking a highly skilled Client Service Specialist to join their team. As a key member of the client service team, you will be responsible for delivering exceptional client service and building strong relationships with clients.Key Responsibilities:Provide exceptional client service across various...
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Client Service Consultant Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeJob Title: Client Service Consultant SpecialistJob Summary:We are seeking a highly skilled Client Service Consultant Specialist to join our team at Conova Recruitment. As a key member of our client service team, you will be responsible for providing exceptional client service and support to our clients. This will include communicating with clients via...
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Investment Client Service Specialist
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Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob Summary:Rory Mackie & Associates is seeking a highly skilled Client Service Specialist to join their Investment Division. The ideal candidate will possess excellent client service skills, ensuring a positive and professional experience for clients.Key Responsibilities:Provide exceptional client service across various channels, including phone, email,...
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Onboarding Client Service Specialist
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Cape Town, Western Cape, South Africa Dynexity Full timeAt 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...
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Accounting Specialist
4 days ago
Cape Town, Western Cape, South Africa Service Solutions Full timeService Solutions is seeking a highly motivated Accounting Specialist to join our team in Blackheath / Kuils River.We offer a competitive market related salary of R250,000 per annum.About the RoleThis is an exciting opportunity for an experienced Bookkeeper to take on new challenges and responsibilities within our organization.The successful candidate will...
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Customer Service Specialist
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Cape Town, Western Cape, South Africa EXL Service Full timeAbout EXL ServiceEXL Service is a leading provider of customer service solutions, dedicated to delivering exceptional experiences for our clients and their customers.Job SummaryWe are seeking an experienced Customer Service Advisor to join our team. As a Customer Service Advisor, you will be responsible for providing top-notch support to our clients and...
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Client Service Consultant Operations Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Sanlam Full timeWho are we? At Sanlam, we bring together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries, and pride ourselves on our superior products and solutions and high-quality service. Our comprehensive...
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Client Services Representative
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Cape Town, Western Cape, South Africa Bridgena Barnard & Associates Full timeJob Title: Client Services RepresentativeJob Summary: We are seeking a skilled Portuguese language support specialist to join our team at Bridgena Barnard & Associates. As a Client Services Representative, you will be responsible for providing exceptional support to our clients in Angola and Mozambique.Key Responsibilities:* Provide high-quality support to...
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Client Service Specialist
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Cape Town, Western Cape, South Africa Conova Pty Ltd Full timeJob Title: Client Service ConsultantAbout the Role:We are seeking a skilled Client Service Consultant to join our dynamic Investment Platform Client Service team. As a key member of our team, you will be responsible for providing exceptional client service and support on all portfolio products.Key Responsibilities:Provide servicing and support on all...
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Client Service Specialist
1 month ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeKey Responsibilities:As a Client Service Consultant, you will be responsible for providing exceptional servicing and support to our clients across various portfolio products, including Preservation, Pension and Provident Funds, Retirement Annuities, Savings products, and Direct Unit Trusts.You will communicate with clients in a courteous and professional...
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Cape Town, Western Cape, South Africa Sanlam Full timeAbout UsAt Sanlam, we strive to deliver exceptional investment services through our specialist teams. We pride ourselves on our superior products and solutions, as well as our high-quality service. Our comprehensive range of investment solutions is designed to help create and preserve wealth.The RoleWe are seeking a dedicated Client Service Consultant...
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Client Services Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Isilumko Staffing Full timeJob SummaryWe are seeking a highly skilled Client Services Consultant to join our team at Isilumko Staffing. As a Client Services Consultant, you will be responsible for delivering exceptional client experiences and driving business growth through strategic client engagement.Key ResponsibilitiesClient Engagement: Develop and maintain strong relationships...
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Client Service Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeThe Investment Platform team at Rory Mackie & Associates are dedicated to delivering exceptional client experiences through exceptional service. Our team is comprised of highly skilled professionals who excel in communication and are passionate about creating positive relationships. We strive to deliver superior service through various channels, including...
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Senior Travel Specialist
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Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full timeJob Title: Senior Travel SpecialistWe are seeking a highly experienced and skilled Senior Travel Specialist to join our team at Zeebra Junction Specialist Recruitment. The ideal candidate will have a strong background in the travel industry, with a focus on high-end safaris and expeditions in Africa and South America.Key Responsibilities:Design and sell...
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Client Services Specialist
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Cape Town, Western Cape, South Africa Nedbank Full timeJob SummaryWe are seeking a highly skilled Client Services Consultant to join our team in Cape Town. The successful candidate will be responsible for delivering exceptional service experiences to investors and financial planners, building trust and long-lasting relationships through technical support and product knowledge.Key ResponsibilitiesProvide...
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Client Service Consultant Operations Specialist
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Cape Town, Western Cape, South Africa Sanlam Full timeAbout UsGlacier by Sanlam is a leading provider of investment solutions, bringing together experts and respected financial services companies to meet clients' needs. Our focus is on delivering high-quality services through specialist teams, partnering with acclaimed financial intermediaries, and offering superior products and solutions.Job PurposeThe Client...
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Cape Town, Western Cape, South Africa beBee Professionals Full timeJob Title: Client Services Specialist Position in Cape TownAbout the Role:Cape Town-based beBee Professionals is seeking a skilled Customer Service Representative to provide exceptional support to our clients. As part of our team, you will be responsible for managing client relationships, resolving inquiries, and ensuring seamless customer experiences.About...