Client service consultant: onboarding | cape town

Our client’s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this role will also involve participation in a remediation project, but the primary focus remains client onboarding.

Key Responsibilities:

Manage the client onboarding process, ensuring accurate account creation for individuals and legal entities through Doc Fox (KYC application) and 4 Axis (unit registry system). Daily authorisation of Doc Fox and ensuring FICA requirements are fulfilled before loading investors onto T-Cube. Ensure all client accounts are fully authorised and approved in Doc Fox. Maintain proactive communication with clients to obtain outstanding documentation and provide regular feedback. Create new cli...