Transfer Agency Liaison

4 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

The Recruitment Council is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the Client Service Consultant, you will play a crucial role in the onboarding process for both individual and legal entity clients.

About the Job Description

This role involves managing the client onboarding process, ensuring accurate account creation, and complying with industry regulations. You will be responsible for daily authorisation of DocFox, ensuring FICA requirements are fulfilled, and maintaining proactive communication with clients.

Required Skills and Qualifications:
  • Experience: 1-2 years of experience in a client onboarding or related role.
  • Knowledge: Knowledge of key legislation, including FICA, FATCA, and DWT.
  • Skills: Intermediate proficiency in Excel and strong problem-solving ability.

We offer a dynamic work environment, combining client interaction and operational efficiency, while ensuring compliance with industry regulations.



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