Operational Efficiency Expert

6 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Client Service Consultant to join our team as a Transfer Agency Liaison.

About the Job

This is an exciting opportunity for a motivated individual to play a pivotal role in the onboarding process for both individual and legal entity clients. As the liaison between clients and our operational teams, you will be responsible for managing the client onboarding process, ensuring accurate account creation and compliance with industry regulations.

Key Responsibilities:
  • Account Creation: Create new client accounts in 4Axis, ensuring all required Tags are accurately updated.
  • Regulatory Classifications: Capture all regulatory classifications (FATCA, OECD, ASISA, SARB) and tax classifications (DWT, IWT) for clients.
  • Process Controls: Implement process controls using workflow management, ensuring audit trail and escalating aged items as required.

We are looking for a detail-oriented individual with excellent communication skills, who can work effectively in a fast-paced environment. If you have experience in a client onboarding or related role, knowledge of key legislation, including FICA, FATCA, and DWT, this could be the perfect opportunity for you.



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