Transfer Agency Liaison
4 days ago
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 DescriptionThis 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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Transfer Agency Liaison
19 hours ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeAbout The RoleWe are looking for an experienced Client Service Consultant to support our Transfer Agency Client Service team. This role involves managing client onboarding processes, collaborating with internal teams, and ensuring compliance with industry regulations.Responsibilities:Develop and implement effective onboarding strategies to ensure seamless...
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Junior Business Analyst: Transfer Agency
1 day ago
Cape Town, Western Cape, South Africa MaxFund, Inc. Full timeJunior Business Analyst: Transfer Agency (Prescient Fund Services)The role involves all aspects of the implementation and maintenance of the Transfer Agency solution, including Analysis & Design, System & Functional Testing, User Acceptance Testing, Training, and Implementation / Documentation specific to the Transfer Agency / Investor Services systems and...
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Business Analysis Expert: Transfer Agency Solutions
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Cape Town, Western Cape, South Africa MaxFund, Inc. Full timeJob DescriptionThis is a brilliant opportunity to join a talented team of project specialists keen to make a difference in fast moving, highly customisable, transfer agency software solution.The role involves all aspects of the implementation and maintenance of the Transfer Agency solution, including Analysis & Design, System & Functional Testing, User...
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Transfer Agency Tax Specialist
1 day ago
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Transfer Agency System Analyst: Job Opportunity
21 hours ago
Cape Town, Western Cape, South Africa MaxFund, Inc. Full timeAbout the RoleThis job requires strong interpersonal and client relationship skills to work effectively with business users of the transfer agency system.Key responsibilities include first line support, data extracts, reports, supporting workflows, and ability to work to tight deadlines under pressure.
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Advertising Agency Liaison
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Remote Account Manager for Digital Agency
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Marketing PR Account Manager – Agency
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Junior Business Operations Analyst: MaxFund, Inc.
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Operational Efficiency Expert
4 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking a highly skilled Client Service Consultant to join our team as a Transfer Agency Liaison.About the JobThis is an exciting opportunity for a motivated individual to play a pivotal role in the onboarding process for both individual and legal entity clients. As the liaison between clients and our operational teams, you will be...
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Talent Acquisition Specialist
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Recruitment Consultant
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Transfer Agency Process Specialist: Career Opening
21 hours ago
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International Client Liaison
4 days ago
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Field Agent Liaison
1 day ago
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Healthcare Liaison Officer
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Insurance Industry Liaison Role
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Group Senior Financial Planning Specialist
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