Client Onboarding Specialist
Ref: JO-2609-363693
- South Africa, Cape Town
- Accounting & Finance, Business Operations & HR
- Financial Services
- 10 - 49 Employees
- Environment: In-office
- Contract Type: Permanent
- Starts: 2027-02-01
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- Coordinate account transition activities, including new account establishment, account maintenance, and funding processes.
- Prepare, review, and process client documentation such as account applications, transfer requests, service forms, and regulatory disclosures.
- Act as a primary point of contact for clients throughout the account setup and transition process, ensuring all requirements are completed efficiently.
- Facilitate document execution through electronic signature platforms and traditional correspondence channels.
- Manage account transfer requests, including ACAT transfers, retirement account rollovers, and cash movement instructions.
- Liaise with custodians, operations teams, and service departments to ensure client requests are processed accurately and within agreed timelines.
- Monitor account setup progress and proactively resolve any issues that may delay account activation.
- Maintain accurate records while ensuring compliance with regulatory requirements and internal policies.
- Deliver a high standard of client service by responding to queries promptly and professionally.
Salt is acting as an Employment Agency in relation to this vacancy.
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