- Review and onboard new investors, ensuring compliance with regulations and procedures.
- Verify application forms and investor due diligence documentation, identifying any discrepancies or gaps.
- Liaise with investors to request additional documentation, facilitating a smooth onboarding experience.
- Conduct risk assessments of investors, evaluating their suitability and potential impact on our operations.
- Perform periodic reviews of investors, monitoring their status and updating records accordingly.
- Provide day-to-day support to investors and clients, addressing their queries and concerns in a timely manner.
- Participate in KYC remediation projects, implementing process improvements and best practices.
- Thorough understanding of KYC regulations and investor due diligence practices, staying up-to-date with industry developments and changes.
- Familiarity with risk assessment protocols for investor onboarding, applying analytical skills to evaluate and mitigate potential risks.
- Proficiency with KYC documentation and regulatory compliance requirements, ensuring accurate and timely completion of tasks.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook), utilizing software applications to manage documents, communicate with stakeholders, and analyze data.
- Experience with KYC platforms or CRM systems is advantageous, providing an edge in leveraging technology to streamline processes and enhance efficiency.
-
Onboarding Specialist
5 days ago
Rand Merchant Bank JohannesburgJob Title: Onboarding Specialist · Exceptional individuals create opportunities by challenging the conventional and driving sustainable impact at RMB. United by our proud heritage, strong ethics, and philosophy of traditional values, innovative ideas are the magic that sets us ap ...
-
Onboarding Specialist
5 days ago
Energy at Work JohannesburgJob Overview · The customer onboarding specialist serves as the primary point of contact between customers and the client following an employer's decision to adopt the benefit for their employees. · Key responsibilities include educating new customers about the product, ensuring ...
-
Onboarding & Recruitment Specialist
1 day ago
Sage JohannesburgJob Title: Onboarding & Recruitment Specialist · We are seeking a driven individual to lead the recruitment, development, and empowerment of top-tier certified accountants for our growing team. · About the Role: · This role will focus on building a dynamic pipeline of exceptional ...
-
Onboarding & Recruitment Specialist
5 days ago
Sage City JohannesburgJob Title: Onboarding & Recruitment Specialist · This role involves leading the recruitment, development, and empowerment of certified accountants for our growing team. · We are seeking an enthusiastic and driven individual to build a pipeline of exceptional professionals who wil ...
-
Onboarding Specialist JHB
5 days ago
Energy at Work JohannesburgJob Description · The customer onboarding specialist serves as the first point of contact between customers and our company after an employer has chosen to adopt our benefits for their employees. · This role involves educating new customers about our product and services, ensurin ...
-
Onboarding & Recruitment Specialist
5 days ago
Sage JohannesburgJob Title: · Recruitment and Development Lead for Certified Accountants · About the Role: · We are seeking a driven individual to lead the recruitment, development, and empowerment of top-tier certified accountants. This role involves building a pipeline of exceptional profession ...
-
Onboarding Specialist
1 day ago
Pillangó Placements RandburgJob Description · A Tech Savvy Consultant is required to onboard, train and support new clients of a growing HealthTech company. · This role involves remote/digital or on-site client onboarding and support, identifying opportunities for up-selling, and becoming the client's trust ...
- Flink Recruitment Sandton
We are a leading security company specializing in critical operational support and advanced systems. Our team is seeking a highly motivated Technical Customer Success Coordinator to join us in our Sandton offices in South Africa. · Key Responsibilities · Bridge technical support, ...
- Ubuntu Markets Sandton
Job Description: · This role requires Afrikaans-speaking agents with a background in call centre sales within the financial sector. · The ideal candidate will have at least 2 years of work experience in a financial call centre environment, a good command of English, and excellent ...
- Ubuntu Markets Sandton, Johannesburg
Job Title: Afrikaans Speaking Agent · Key Requirements: · Call Centre Sales experience in the Financial Sector. · At least 2+ years' work experience in a Financial Call Centre Environment. · Maturiculate or higher. · Excellent command of English. · Strong telephone etiquette and ...
-
Instititutional support
5 days ago
Curiska JohannesburgHiring: Institutional Support Specialist · Role Overview: · We are seeking a skilled Institutional Support Specialist to provide exceptional support to our institutional clients. Your primary focus will be managing client inquiries, resolving technical issues, assisting with onbo ...
-
Recruiting Operations Specialist
5 days ago
Greencastle Solutions JohannesburgJob Overview · We are seeking a dynamic and motivated Recruitment Specialist to contribute to the end-to-end recruitment process, onboarding, induction, training, and development of new and existing employees. This is an excellent opportunity for a proactive individual passionate ...
-
Client Support Setup Specialist
5 days ago
Wear The Shield JohannesburgClient Support Setup Specialist (Implementation Specialist) · We are seeking a highly motivated and detail-oriented Client Support Setup Specialist to join our dynamic team of implementation specialists. · This is an exciting opportunity to be part of a high-energy team and one o ...
-
Distribution Technical Learning Specialist
22 hours ago
Sanlam Limited JohannesburgTechnical Learning Specialist · The role of the Technical Learning Specialist is to ensure the competence and proficiency of the Distribution Team at Glacier Partners: Absa. · This involves understanding and supporting upskilling in the product range and corresponding processes a ...
- Kontak Recruitment Johannesburg Full time
Job Description · We are seeking a highly skilled Client Success and Migration Specialist to join our team in Melrose Arch, Johannesburg. · About the Role · This is an exciting opportunity for a recently qualified CA or CFA to combine finance, client relations, and tech support s ...
- Aim Personnel Services Johannesburg
A Human Resources Specialist is required to provide administrative support to the HR department. · Job Description · The successful candidate will be responsible for: · Recruiting and hiring staff members; · Coordinating employee onboarding processes; · Maintaining accurate perso ...
-
Marketing Lubricants
5 days ago
Esteem Recruitment JohannesburgKey Requirements: · Minimum 5 years of experience as a marketing analyst and specialist. · At least 3 years of experience in product and price marketing, preferably in the lubricants or FMCG industry. · Primary Responsibilities: · Manage the product portfolio and pricing strategy ...
-
Business Development Specialist
5 days ago
Complement Recruitment JohannesburgBusiness Development Specialist · Job Summary: · We are seeking a dedicated and dynamic Business Development Specialist to drive New and Existing Client Growth within our African market and other key regions. · Key Responsibilities: · Develop and nurture strong, enduring connecti ...
- Kontak Recruitment Johannesburg
Client Success and Migration Specialist Role · We are seeking a recently qualified CA or CFA to join our team as a Client Success and Migration Specialist. This role combines finance, client relations, and technical support skills. · Key Responsibilities: · Onboard clients to our ...
-
Customer Services Consultant
5 days ago
Flink Recruitment Johannesburg**Job Title:** Customer Support Specialist · As a Customer Support Specialist at {company}, you will play a vital role in providing exceptional service to our clients. The ideal candidate will possess excellent communication skills, a strong ability to empathize with customers, a ...
Investor and Client Onboarding Specialist - Johannesburg - Rory Mackie & Associates

Description
Job Description
The Investor & Client Onboarding Specialist plays a vital role in supporting the onboarding and KYC (Know Your Customer) processes for investors in our Guernsey entities.
Responsibilities:
Requirements:
-
Onboarding Specialist
Rand Merchant Bank- Johannesburg
-
Onboarding Specialist
Energy at Work- Johannesburg
-
Onboarding & Recruitment Specialist
Sage- Johannesburg
-
Onboarding & Recruitment Specialist
Sage City- Johannesburg
-
Onboarding Specialist JHB
Energy at Work- Johannesburg
-
Onboarding & Recruitment Specialist
Sage- Johannesburg
-
Onboarding Specialist
Pillangó Placements- Randburg
-
Onboarding Specialist/ Customer Success Coordinator
Flink Recruitment- Sandton
-
Conversion Agent-Onboarding Specialist(Afrikaans Speaking)
Ubuntu Markets- Sandton
-
Conversion Agent-Onboarding Specialist(Afrikaans Speaking)
Ubuntu Markets- Sandton, Johannesburg
-
Instititutional support
Curiska- Johannesburg
-
Recruiting Operations Specialist
Greencastle Solutions- Johannesburg
-
Client Support Setup Specialist
Wear The Shield- Johannesburg
-
Distribution Technical Learning Specialist
Sanlam Limited- Johannesburg
-
Client Success and Migration Specialist (JB4984)
Full time Kontak Recruitment- Johannesburg
-
Human Resources Specialist contract - West Rand - R30 000
Aim Personnel Services- Johannesburg
-
Marketing Lubricants
Esteem Recruitment- Johannesburg
-
Business Development Specialist
Complement Recruitment- Johannesburg
-
Client Success and Migration Specialist (JB4984)
Kontak Recruitment- Johannesburg
-
Customer Services Consultant
Flink Recruitment- Johannesburg