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Client Services Consultant

2 months ago

Cape Town, Western Cape, South Africa CA Financial Appointments Full time

​

Client Onboarding Function

CA Financial Appointments seeks a well-respected Client Service Consultant to join their transfer agency team. This role has a focus on the client onboarding function, ensuring seamless integration and compliance with relevant legislation.

Responsibilities:

  • Manage the client onboarding process, creating accounts for individuals and legal entities while ensuring all necessary documentation is in place.
  • Verify daily that DocFox is authorised and FICA requirements are met before loading investors.
  • Confirm that client accounts are approved and authorised in DocFox, investigating any outstanding documents and providing regular feedback to clients.
  • Create new clients and update all tags, accurately capturing regulatory classifications (FATC, OECD, ASISA, SARB) and tax classifications (DWT, IWT).
  • Ensure daily individual checklists are updated by administrators and signed off by the Team Leader.
  • Liaise with compliance and internal audit to ensure adherence to FICA RMCP, reviewing and submitting High-Risk clients to Compliance for review.
  • Review static data change requests, performing relevant client callbacks to verify changes and implementing process controls using workflow management.
  • Ensure all items have relevant comments for audit purposes and escalate aged items, ensuring no aged items remain in individual queues.
  • Review current clients and amend if FICA requirements are not met.

Requirements:

  • A minimum of a completed tertiary qualification (preferred) or Matric.
  • A minimum of 1-2 years' experience in a similar role relating to client onboarding.
  • Previous exposure to applicable legislation.
  • Previous experience with reconciliations in the Manco to Inflow & Outflow accounts.
  • Strong Excel skills.

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please continue to follow us online and apply for suitable opportunities.