Client Service Specialist

1 month ago


CapeTown, South Africa The Recruitment Council Full time
Job Title: Client Service Consultant

As a key member of our team, you will play a vital role in ensuring a seamless onboarding experience for clients. Your primary responsibility will be to deliver exceptional service throughout the onboarding process, acting as a liaison between clients and operational teams.

Key Responsibilities:
  • Lead the client onboarding process, utilizing KYC applications and unit registry systems to facilitate smooth account setup.
  • Ensure all compliance requirements are met before client accounts are activated, maintaining adherence to regulatory standards.
  • Proactively communicate with clients regarding outstanding information and provide regular updates to enhance the client experience.
  • Create and maintain client accounts in the registry system, ensuring all relevant classifications and tax details are accurately recorded.
  • Capture and document all regulatory and tax classifications, ensuring client details are consistently up to date.
  • Update and manage daily onboarding checklists, submitting them for final approval by the Team Leader.
  • Work closely with compliance and internal audit teams to ensure adherence to all regulatory standards and procedures.
  • Review and validate static data change requests, conducting necessary client verifications to ensure accuracy.
  • Implement and enhance process controls for auditing purposes, managing timelines and ensuring no aged items are present in queues.
Requirements:
  • 1-2 years in a relevant onboarding role with a solid understanding of compliance processes.
  • Familiarity with applicable legislation, including FICA, FATCA, and DWT.
Why This Role?

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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