Client Onboarding Consultant

Our client's 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 the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this...

KYC Client Onboarding SpecialistLocation: Steenberg, TokaiReporting Line: Operations ManagerOverviewThe KYC Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to...

Job Title: Client Service Consultant Reporting Line: Team Leader OnboardingLocation: Westlake, Cape TownPurpose of the RoleAs a Client Onboarding Champion, you 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...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

We are looking for an Onboarding and Development Professional to join our team in Cape Town. This role is integral to the success of our Cape Region, and you will be responsible for managing the onboarding process for new consultants, ensuring they meet their KPIs, sales targets, and product support goals.Job Description:Manage the onboarding process for new...

In this pivotal role, you will acquire and maintain larger mass market clients, continuously consulting them to identify up-sell opportunities, and becoming their business champions. Duties will include:Deliver the end-to-end client experience for larger mass market clients by developing strong relationships with providers and unlocking value through...

In this pivotal role, you will acquire and maintain larger mass market clients, continuously consulting them to identify up-sell opportunities, and becoming their business champions. Duties will include:Deliver the end-to-end client experience for larger mass market clients by developing strong relationships with providers and unlocking value through...

Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB)Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriatelyReview all static data change requests and perform relevant client call backs to verify the changesSubmit all High-Risk...

Retail Supply Chain CoordinatorWe are seeking a Retail Supply Chain Coordinator to join our team at the Smollan Group. In this role, you will be responsible for engaging and onboarding vendors per the client-provided target list.This position involves lead qualification, setting up vendor meetings, conducting onboarding presentations, and managing the...

About Meltwater GroupMeltwater Group is a leading global provider of media intelligence and social analytics solutions.We are committed to helping businesses navigate the complex world of media and social media, and we're looking for talented individuals to join our team.Role OverviewThis role is responsible for leading and managing client implementations to...

Primary Responsibilities: Client Support: Provide exceptional support to clients using our international supply chain application. Address client inquiries via email or phone and resolve issues professionally and efficiently. Troubleshooting & Issue Resolution: Diagnose, troubleshoot, and resolve software-related issues, including functionality, systems...

Primary Responsibilities: Client Support: Provide exceptional support to clients using our International Supply Chain application. Address client inquiries via email or phone and resolve issues professionally and efficiently. Troubleshooting & Issue Resolution: Diagnose, troubleshoot, and resolve software-related issues, including functionality, systems...

About LevelUP HCSWe are a leader in providing Recruiting Consulting Services and Strategic Solutions that empower our clients to confidently scale. Our team of experts understands the importance of combining a deep appreciation of the human dynamic with recruitment goals, corporate considerations, and compliance requirements.We deliver high-quality hires at...

About the Role:As a Client Relationship Consultant at LabourNet, you will be responsible for establishing and maintaining relationships with clients to generate new business opportunities. This involves identifying prospective clients' needs and infiltrating their existing client base for cross-service initiatives. You will also be expected to maintain...

LabourNet City of Cape Town, Western Cape, South AfricaClient Relationship ConsultantLabourNet City of Cape Town, Western Cape, South AfricaPackage & Remuneration:Salary: R20 400 - R30 600 CTC per monthBenefits: Cell phone, 3G, and pension fund (Included in CTC) + excellent career growth as well as a great Commission Structure.The Client Relationship...

Job Title: Business ConsultantSector: Financial Services / InsuranceJob Description:We are looking for a motivated and professional Business Consultant to join our high-performing team. In this role, you will build and manage relationships with Financial Planners and Intermediaries, helping them understand our solutions related to estate planning and the...

Client Relationship Consultant – Cape Town We are seeking a dedicated and driven team player to join our dynamic sales team. The ideal candidate will be independent, self-motivated, confident, and innovative, with a strong sense of punctuality and attention to detail. This role is based in Cape Town. Qualifications: Matric certificate. Qualification as a...

Client Relationship Consultant – Cape TownWe are seeking a dedicated and driven team player to join our dynamic sales team. The ideal candidate will be independent, self-motivated, confident, and innovative, with a strong sense of punctuality and attention to detail. This role is based in Cape Town.Qualifications:Matric certificate.Qualification as a Skin...

Cullinan Holdings Limited is seeking a highly skilled Travel Consultant Coach to join our team in Cape Town. The successful candidate will be responsible for onboarding and developing new consultants, ensuring they meet their key performance indicators (KPIs), sales targets, and product support goals.Key Responsibilities:Manage the onboarding process for new...