Client Onboarding Specialist

We are seeking a highly skilled Client Onboarding Specialist to join our team at Liquid Thought.About the Role:This position involves working closely with clients to onboard them efficiently and effectively.Key Responsibilities:Develop and implement customized onboarding plans for each client.Ensure all necessary documents are completed and uploaded to our...

About Edge ExecutivesEdge Executives is a leading provider of innovative solutions for the travel industry. We are committed to delivering exceptional client experiences and helping our partners succeed in this dynamic market.Job DescriptionWe are seeking an experienced Client Onboarding Specialist to lead cross-functional initiatives and ensure seamless new...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves...

About the RoleWe are seeking a highly skilled and experienced Onboarding Specialist to join our team. In this role, you will play a key part in ensuring the smooth onboarding of Financial Advisers, Specialist Investment Consultants, Broker Consultants, and Discretionary Fund Managers.Your main responsibilities will include working closely with various teams...

Job DescriptionThis is an exciting opportunity to join the Client and Adviser Experience Team as a Local Onboarding Specialist. The successful candidate will be responsible for ensuring a seamless onboarding process for Financial Advisers, Specialist Investment Consultants, Broker Consultants, and Discretionary Fund Managers.The role involves working...

At Liberty, we employ more than 6,000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment, and health products. We continually seek to engage, develop, recognise, and reward the people...

Job PurposeThe customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption. Their focus will be on reducing customer effort,...

We are looking for a Client Onboarding Manager to join our team at Nedbank. In this role, you will be responsible for managing the onboarding process for new clients and ensuring that all necessary documentation is complete and accurate.Key Responsibilities:Manage the onboarding process for new clients, including completion of required documentation.Work...

Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our Client and Adviser Experience Team as an Onboarding Specialist.The successful candidate will be responsible for ensuring a seamless onboarding process for our clients and stakeholders, including Financial Advisers, Specialist Investment Consultants, Broker Consultants,...

We are looking for a Client Onboarding Manager to oversee the onboarding process of new clients at Curiska. This involves managing client data related to account openings, AML/KYC compliance, and tax identification.The key duties and responsibilities include:Assisting in onboarding new clients and investors across local and cross-jurisdictional...

About Hire Resolve's ClientHire Resolve's client is a leading provider of financial services, committed to delivering exceptional customer experiences. They are currently seeking an experienced Onboarding Analyst to join their team in Johannesburg.The successful candidate will be responsible for supporting the onboarding process, ensuring seamless...

Job Description:Curiska is seeking a highly skilled and detail-oriented Risk and Compliance Analyst to join our team. As a key member of our organization, you will play a critical role in ensuring the integrity of our client onboarding processes and maintaining compliance with relevant regulations.Your primary responsibilities will include reviewing and...

At Liberty, we employ more than 6,000 people across 7 businesses in 18 African countries.Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment, and health products.We continually seek to engage, develop, recognise, and reward the people...

Job PurposeThe customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption.Their focus will be on reducing customer effort,...

Job PurposeThe customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption. Their focus will be on reducing customer effort,...

Key Performance IndicatorsThe key performance indicators for this role include:Client Onboarding: Ensure seamless client onboarding experience.Relationship Building: Develop and maintain strong relationships with multiple stakeholders.Query Resolution: Resolve customer queries efficiently and effectively.Process Improvement: Identify areas for process...

OverviewAbout Curiska (Pty) LtdWe are a leading provider of financial services, dedicated to delivering exceptional client experiences. Our team is seeking an experienced Financial Services Onboarding Specialist to join our dynamic operations department.Job DescriptionThe successful candidate will be responsible for overseeing the end-to-end onboarding...

Job DescriptionThis role provides administrative and support duties within a fast-paced environment, working closely with clients to ensure seamless onboarding processes.Key ResponsibilitiesManage the onboarding process for new billers, ensuring all necessary documentation is completed and uploaded.Provide guidance on the correct onboarding process for...

Job title : Onboarding SpecialistJob Location : Gauteng, JohannesburgDeadline : April 28, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionHello Future Onboarding Specialist,RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud...

Required Skills and QualificationsWe are looking for a highly skilled and motivated individual who possesses excellent communication and interpersonal skills.The ideal candidate should have a strong understanding of financial markets and instruments, as well as experience in client onboarding and transaction processing.Key Responsibilities:Develop and...