Client Onboarding Specialist - CA Financial Appointments
Cape town, Nothern Suburbs 3 months ago Permanent Salary Negotiable
Client Onboarding Specialist
CA Financial Appointments
Cape town, Nothern Suburbs
Date Created : 3 months ago
Job Type : Permanent
Salary : Salary Negotiable
- 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
- 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
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