Client Onboarding Team Bookkeeper

Job Title: Onboarding Team BookkeeperJob DescriptionOur client is seeking a dedicated and detail-oriented Onboarding Team Bookkeeper to join their dynamic team. In this role, you will support USA-based chiropractic practices by onboarding 4 to 5 new bookkeeping clients weekly while maintaining an average of 15 previously onboarded clients’ books until they...

Job Title: Onboarding Team Bookkeeper Job Description Our client is seeking a dedicated and detail-oriented Onboarding Team Bookkeeper to join their dynamic team. In this role, you will support USA-based chiropractic practices by onboarding 4 to 5 new bookkeeping clients weekly while maintaining an average of 15 previously onboarded clients’ books...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

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: Financial Services Specialist - Onboarding ExpertAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Services Specialist - Onboarding Expert to join our dynamic team at Arvo. As an Onboarding Expert, you will play a critical role in supporting USA-based chiropractic practices by onboarding new bookkeeping clients 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...

**Company Overview**: We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house. We...

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...

**Responsibilities**: - Ensuring a positive and professional client service experience - Providing clients with technical assistance on our products - Ensuring urgent matters are escalated for prompt resolution - Proactively following up and assisting clients in obtaining outstanding information - Where applicable, assisting clients with the completion of...

Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on...

Duties and ResponsibilitiesThis Compliance Administrator role will involve checking client FICA documents, completing customer onboarding packs, and liaising with sales and support teams regarding client compliance status. You will also be assisting with support-related queries related to banking and other compliance matters, as well as performing general...

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...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...

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...

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...

TalentCru is seeking a Client Onboarding and Transition Expert to join our team. This role involves completing client onboarding, account setup, and maintenance of client information, as well as instructing custodians to set up cash, scrip, YIELDX, and call accounts.The successful candidate will have a strong understanding of segregated and unitized funds,...

KYC Client Onboarding SpecialistLocation: Steenberg, TokaiReporting Line: Operations ManagerOverviewThe KYC Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to...

Well-respected fund services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities: Manage client onboarding process, account creation for individuals and legal entities Verify DocFox authorised daily, and necessary FICA requirements met before loading investor...