Client Service Specialist

1 month ago

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

At The Recruitment Council, we are seeking a highly skilled Client Service Consultant to play a pivotal role in the onboarding process for our clients. This role requires a strong understanding of client onboarding processes and a methodical approach to ensuring accurate account creation.

  • Key Responsibilities:
  • Manage the client onboarding process, ensuring accurate account creation for individuals and legal entities through DocFox and 4Axis.
  • Authorise DocFox daily and ensure FICA requirements are fulfilled before loading investors onto T-Cube.
  • Ensure all client accounts are fully authorised and approved in DocFox.
  • Communicate proactively with clients to obtain outstanding documentation and provide regular feedback.
  • Create new client accounts in 4Axis, updating all required Tags accurately.
  • Capture regulatory classifications (FATCA, OECD, ASISA, SARB) and tax classifications (DWT, IWT) for clients.
  • Submit daily checklists to the Team Leader for review and approval.
  • Collaborate with Compliance and Internal Audit to ensure FICA RMCP requirements are met.
  • Review high-risk client submissions in collaboration with Compliance.
  • Oversee client static data changes and perform necessary verification call-backs.
  • Implement process controls using workflow management, ensuring an audit trail and escalating aged items as required.
  • Review existing client accounts to ensure FICA compliance, remediating where necessary.

Requirements:

  • 1-2 years of experience in a client onboarding or related role, with a solid understanding of onboarding processes.
  • Knowledge of key legislation, including FICA, FATCA, and DWT.
  • Experience in the Unit Trust Manco environment, including account reconciliations.
  • Intermediate proficiency in Excel.

Qualifications:

  • Relevant tertiary qualification preferred, with Matric as a minimum.

Key Competencies:

  • Methodical approach to work, with a strong attention to detail.
  • Strong time management skills and ability to meet deadlines under pressure.
  • Excellent organisational skills, with keen attention to detail.
  • Strong problem-solving ability and ability to work independently.
  • Team-oriented with a positive and client-centric mindset.
  • Excellent communication skills, both verbal and written.
  • Integrity, honesty, and accuracy in all tasks.

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