Client Onboarding Specialist

About the RoleWe are seeking a highly skilled Global Client Onboarding Specialist to join our team at Rory Mackie & Associates. This is an exciting opportunity for someone who wants to take their career to the next level and work with a dynamic organization.Job DescriptionThe successful candidate will be responsible for coordinating all aspects of...

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...

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...

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...

The Recruitment Council seeks a skilled KYC Client Onboarding Specialist to join our team. This role is ideal for individuals who are passionate about client service and have solid experience in onboarding and regulatory compliance.Job Description:We are looking for a highly organized and detail-oriented individual to oversee the end-to-end onboarding...

CA Financial Appointments is seeking a highly skilled Financial Services Onboarding Specialist to join their team. This role has a focus on the client onboarding function.The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and possess strong Excel skills.We offer a competitive salary range of...

TalentCru is seeking a Client Onboarding and Transition Expert to join our team. This role involves completing client onboarding, account setup, and maintenance of client information, as well as instructing custodians to set up cash, scrip, YIELDX, and call accounts.The successful candidate will have a strong understanding of segregated and unitized funds,...

About the Role: The Recruitment Council is seeking a talented KYC Client Onboarding Specialist to join our dynamic team. In this role, you will play a critical part in ensuring the successful onboarding of new clients, while maintaining high standards of compliance and quality.Key Accountabilities:Develop and maintain a comprehensive understanding of CDD/AML...

About the CompanyDatafin Recruitment is a Germany-based company focused on innovation and growth.We are seeking a bilingual Onboarding Agent fluent in Spanish and German to guide new clients through the initial use of their review platform.

The Transfer Agency Client Service team is 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. This role offers a dynamic work...

Job Title: Onboarding Process CoordinatorThe Recruitment Council is seeking a highly skilled Onboarding Process Coordinator to join our team. As an integral part of our operations, you will be responsible for creating and maintaining client accounts in the registry system, ensuring all relevant classifications and tax details are accurately recorded. This is...

Job Overview:Arvo is seeking an experienced Digital Onboarding Consultant to lead our training initiatives and ensure that new clients are successfully onboarded onto our system.Key Responsibilities:Designing and delivering comprehensive training programs for new clientsDeveloping SOPs and procedures to ensure consistency in service deliveryCollaborating...

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...

CA Financial Appointments is seeking an experienced Onboarding Consultant - Investment Funds to join their team.This role involves implementing and maintaining process controls using workflow management and ensuring that all items have relevant comments for audit purposes.The ideal candidate will have a minimum of 1-2 years experience in a similar role...

Job DescriptionAs a Senior Account Growth Specialist, you will play a key role in driving customer success and account growth by cultivating strong, long-term relationships with clients. You will expand the client base across diverse regions and emerging markets worldwide.The ideal candidate will have a proven track record of managing high-value clients,...

Are you passionate about sustainability and excel in client engagement and project management?We are looking for a skilled Client Engagement Specialist to join our dynamic sustainability team at Curiska.This role involves driving client satisfaction and project success in the energy sector, leveraging expertise in Energy Efficiency or Renewable Energy.Key...

Armstrong Appointments is seeking a seasoned professional to fill the role of Director of Client Growth. This position comes with an estimated salary of $120,000 per year.About the RoleThe ideal candidate will have 7+ years of experience in senior customer support, client success, or general management, preferably in property, tech, or SaaS. They will be...

Job OverviewWe are seeking a highly skilled Client Training Specialist to join our team at Emporium Human Capital. As a key member of our organization, you will be responsible for delivering exceptional training experiences to our clients.

Fund Administration Specialist Job OverviewThis position presents an exciting opportunity to join a vibrant work environment where the individual can build meaningful relationships and address diverse needs. The role allows for professional growth and the chance to enhance the client experience significantly.Responsibilities:Act as the main point of contact...

Curiska seeks a skilled Client Engagement Specialist to drive client satisfaction and project success in the energy sector.As an Energy Efficiency Specialist, you will:Act as the primary point of contact for clients, addressing inquiries, concerns, and feedback.Lead client onboarding processes and ensure smooth setup of data analytics solutions.Collaborate...