Financial Services Onboarding Specialist

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...

Job Title: Client Onboarding SpecialistThe Recruitment Council seeks a highly organized and detail-oriented Client Onboarding Specialist to play a crucial role in enhancing client onboarding experiences. As a key member of our team, you will be responsible for leading the client onboarding process, ensuring compliance with regulatory standards, and providing...

Job Title: Senior Financial Services Compliance SpecialistWe are seeking an experienced Investor and Client Onboarding Specialist to join our team at Rory Mackie & Associates. This role involves supporting the onboarding and KYC processes for investors in our Guernsey entities.Key Responsibilities:Assisting in the review and onboarding of new investors,...

A leading stockbroking firm seeks an experienced Compliance Officer to oversee regulatory compliance within the organization. As a member of the senior management team, this individual will be responsible for ensuring that all aspects of the business comply with relevant legislation.This is an exceptional opportunity to work in a dynamic industry and...

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...

GG Financial Recruitment is seeking a skilled Financial Services Specialist to manage debtor accounts for a 7-month contract role. The ideal candidate will have experience working with chain hardware store groups and possess strong analytical and problem-solving skills.Job OverviewThe successful candidate will be responsible for managing debtor accounts,...

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 Title: Financial Services Compliance SpecialistAbout the Role:The Recruitment Council is seeking a highly skilled Financial Services Compliance Specialist to join our team. As a key member of our compliance department, you will be responsible for ensuring that our company remains compliant with relevant legislation and regulations.About You:To be...

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...

CA Financial Appointments offers an exciting opportunity for a Trade Settlement Specialist to join their investment administration team. This role involves working with a range of financial services solutions, making it an ideal fit for recent accounting graduates interested in the field.Key Responsibilities:Settle trades and manage cash flow...

Job Title: Financial Services SpecialistWe are seeking an experienced Financial Services Specialist to join our team in Cape Town CBD. The ideal candidate will have a strong background in financial accounting and a minimum of 5 years' experience in the financial services industry.Key Responsibilities:Oversee financial accounting duties, including cashbooks,...

A client-centric investment management team seeks a Financial Services Associate to join their stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment...

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...

Company OverviewCross Wealth Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our team of experts provides personalized advice and guidance to ensure that our clients make informed decisions about their financial futures.Salary & BenefitsWe offer an attractive salary...

We are seeking a highly motivated Financial Services Specialist to join our team at Micah Govender Developments.The ideal candidate will have a passion for helping individuals and families secure their financial future, with a focus on wealth management and investment planning.Key Responsibilities:• Providing expert financial advice to clients, including...

Job DescriptionAt CF Consulting, we are seeking an experienced Financial Services Specialist to join our team. This is a unique opportunity for an individual with a strong background in financial management and administration.The successful candidate will be responsible for the unitisation and cash flow management of client funds, including the determination...

About the RoleWe are seeking a Financial Services Specialist to join our team at Sydsen. As a Financial Services Specialist, you will be responsible for providing expert financial advice to clients and supporting the growth of our financial services division. Key ResponsibilitiesProvide expert financial advice to clients on a range of products and...

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 Senior Financial Services Specialist positionWe are looking for a highly motivated and ambitious individual to join Hans Mahrt and Company (Pty) Ltd as a Senior Financial Services Specialist. As a key member of our team, you will be responsible for assisting clients in building financial security through expert advice on insurance, investment, and...

We are seeking a highly motivated Client Relationship Manager - Fund Services to join our team at CA Financial Appointments.This role involves managing client relationships and ensuring that all onboarding processes are followed correctly.The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and...