Our client, a passionate team specialising in the web app & IT consulting sphere (aimed primarily at helping independent financial advisers manage, split, track, and analyse revenue) is looking for an Onboarding Analyst to join their team. KEY PERFORMANCE

Key Responsibilities:Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers.Oversee tax directive applications and liaise with trustees and principal officers.Maintain compliance with regulations and ensure efficient process tr

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 a

Hiring: Graduate Client Account Onboarding FICA Administrator (Johannesburg)OverviewWe are looking for a Graduate Client Account Onboarding FICA Administrator to join our team in Johannesburg. This entry-level role is perfect for a recent graduate who is e

Hiring: Client Account Onboarding FICA AdministratorWe are looking for a meticulous and detail-oriented Client Account Onboarding FICA Administrator to join our team in Johannesburg. This role is crucial in ensuring that client accounts are onboarded in fu

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 clien

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and oth

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANKJob Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of

Hiring: Client accounts and applications analyst.Location: Rosebank, JHBOverviewThis position is 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 com

Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt

Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt

Our client`s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a

Job Description:We have an amazing opportunity for a Client Onboarding Officer. We require a candidate with:• 2-5 years of experience in the financial services industry, specific to insurance, with exposure to onboarding, policy administration / claim

Onboarding Agent (German Speaking) (Onsite)OtherCape Town - Western Cape - South AfricaENVIRONMENT: A Germany-based company focused on innovation for growth is seeking a bilingual Onboarding Agent fluent in Spanish and German. In this role, you`ll guide ne

Minimum requirements for the role:Must have Grade 12, a relevant tertiary qualification is advantageousSolid administrative experience, preferably within a law firm environmentStrong analytical and problem-solving skillsExcellent telephone etiquette with a

Key responsibilities: Manage the onboarding process for new clients Oversee projects to help customers seamlessly integrate our software into their operations. Provide expert consultation to clients, advising on the best solutions within our system to meet

Hire Resolve`s Client is currently seeking an enthusiastic and detail-oriented Onboarding Analyst to join their team in Johannesburg. This client is working at the very cutting edge of the fintech space.The Onboarding Analyst will be a vital link between p

Call Centre Sales experience preferably Financial Sector Background. At least 2 years work experience in a Call Centre Environment. Matric. Good Command of English. Excellent Telephone Etiquette Excellent Interpersonal skills. Driven Individuals Strong Ch

To qualify for this position you need:Matric QualificationPrevious working experience within the property industry.Proficiency in data entry and CRM/property management. systems.Strong administrative and organisational skills.Detail orientated.Excellent co

Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB) Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately Review all st

Key Responsibilities : Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers. Oversee tax directive applications and liaise with trustees and principal officers. Maintain compliance with regulations and ensure efficient proces