Client Services Consultant Onboarding

Recruiter:

CA Financial Appointments

Job Ref:

54937

Date posted:

Monday, October 7, 2024

Location:

Tokai, South Africa

Salary:

Market related

SUMMARY:
Well-respected fund services client's transfer agency team seeks a Client Service Consultant to join

POSITION INFO:

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
Verify client accounts are approved, authorised in Docfox
Investigate outstanding documents with Client, provide Clients with regular feedback
Create new clients and update all tags
Correctly capture all regulatory classifications (FATC, OECD, ASISA, SARB)
Correctly capture all tax classifications (DWT, IWT) ensure clients tax details are recorded
Ensure daily individual checklist are updated by administrators and handed to Team Leader for final sign-off
Liaise with compliance and Internal audit, ensure adherence to FICA RMCP
Review and submit all High-Risk clients to Compliance
Review static data change requests, perform relevant client call backs to verify changes
Implement and maintain process controls using workflow management
Ensure all items have relevant comments for audit purposes and escalate aged items
Ensure there is no aged items in individual queues
Review all current clients and amend if FICA requirements are not met

Requirements:

Minimum of a completed tertiary qualification preferred, minimum of Matric
Must have a minimum of 1-2 years experience in a similar role relating to client onboarding
Previous exposure to applicable legislation
Previous experience with reconciliations in the Manco to Inflow & Outflow accounts
Strong Excel skills

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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