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Cape Town City Centre: Client Onboarding Specialist




Date 2024-04-07
Job Title Client Onboarding Specialist
Employer
More Information
Salary Market related
Category Accounting Finance
Location Cape Town Region
/ Cape Town City Centre

Job Summary

Our client, a dynamic investment boutique team, seeks an exceptional and experienced Client Onboarding Specialist to join them This role requires someone who is able to provide a high level and high quality client experience to their clients. This team has experienced great growth, and is looking for a suitable candidate who not only brings with them previous relevant experience, but must possess a passion for the client services space. You need to be someone who is able to be proactive and fast-acting and have excellent interpersonal and communication skills, too This role will suite someone with a positive attitude and who is a problem solver who is comfortable working within the demands of an investment client services space.

Responsibilities:

Ensuring a positive and professional client service experience Providing exceptional client service across carious channels such as phone, email, online, and in-person 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 forms and obtaining any other relevant information Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations Validating KYC documentation Follow up on onboarding progress with administrators

Requirements:

Minimum of ideally a completed business degree or if qualified by experience, we want to hear from you, too Must have a solid grasp of Anti-Money Laundering Regulations Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities Self-motivated team player with meticulous attention to detail Able to manage and prioritize tasks effectively within a demanding team environment You are diligent and are passionate about meeting your deadlines Client centric and professional who thrives in a genuinely dynamic environment Excellent command of English both written and verbal, and able to provide an exceptional client experience as a result 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 do though continue to follow us online and apply for suitable opportunities.

Client Onboarding Specialist position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-04-07 in the Accounting Finance category

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