Client Onboarding Specialist

Recruiter:

CA Financial Appointments

Job Ref:

54531

Date posted:

Friday, March 15, 2024

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
Our client, a dynamic investment boutique team, seeks an exceptional and experienced Client Onboardi

POSITION INFO:

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.

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