Client Onboarding Specialist - Cape Town City Centre
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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