59 Employee Onboarding jobs in South Africa

Job Description

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:

To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).

Are you someone who can do the following:

Client Onboarding

• Facilitate onboarding of Direct and Administered Clients across jurisdictions.
• Manage KYC checks, trading line applications, legal agreements, and settlement instruction setups.
• Coordinate with Clients, Coverage Bankers, Legal, and Credit teams.
• Submit onboarding documentation and confirm completion.

Client Maintenance

• Support KYC refreshes and credit reviews.
• Assist with legal updates and trading line requests.
• Manage data clean-ups, name changes, and dormancy reviews.
• Handle ad hoc requests related to KYC, SSI, trading lines, and client documentation.

Stakeholder & Relationship Management

• Build and maintain professional relationships with internal and external stakeholders.
• Communicate effectively to resolve queries and manage expectations.
• Participate in meetings and ensure client needs are met.

Teamwork & Self-Management

• Take ownership of workflow and career development.
• Maintain ethical standards and a positive attitude.
• Collaborate with team members and contribute to collective goals.
• Stay informed on industry developments and regulatory changes.

Role Relationships

• Internal Teams: Traders, Credit, Legal, Compliance, Operations, KYC & SSI Teams
• External Stakeholders: Coverage Bankers, RMBMS, RMB London, Futures Clearing, RMB Prime Broking
• Client Base: Full RMB Client Portfolio

You will be an ideal candidate if you have the following:

• Minimum 3 years' experience in Merchant Banking (KYC, Operations, Middle Office).
• Strong understanding of trading products: Commodities, Equities, FI, FX, Derivatives.
• Detail-oriented with excellent analytical and communication skills.

Core Competencies:

• Analysis and Attention to Detail – Systematic and rule-oriented in gathering, reviewing, and evaluating data. Works with precision and highlights inconsistencies in detailed information.
• Drive for Results – Self-starter who maintains high activity levels and delivers high-quality output within deadlines. Sets demanding goals and proactively drives success.
• Problem Solving – Applies effective analysis, logic, and creativity to identify and implement solutions. Cuts to the core of issues efficiently.
• Resilience and Stress Management – Remains composed under pressure and persists in pursuing goals despite obstacles and setbacks.
• Building Relationships – Builds trust-based relationships through openness and empathy. Puts people at ease and fosters mutual respect.
• Excellence / Quality Orientation – Motivated to maintain the highest standards of quality and productivity consistently.
• Communication Skills – Communicates effectively with clients and internal stakeholders via email, phone, and meetings.

You will have access to:

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description
RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The Purpose Of The Role Is As Follows
To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).

Are You Someone Who Can Do The Following
Client Onboarding

• Facilitate onboarding of Direct and Administered Clients across jurisdictions.
• Manage KYC checks, trading line applications, legal agreements, and settlement instruction setups.
• Coordinate with Clients, Coverage Bankers, Legal, and Credit teams.
• Submit onboarding documentation and confirm completion.

Client Maintenance

• Support KYC refreshes and credit reviews.
• Assist with legal updates and trading line requests.
• Manage data clean-ups, name changes, and dormancy reviews.
• Handle ad hoc requests related to KYC, SSI, trading lines, and client documentation.

Stakeholder & Relationship Management

• Build and maintain professional relationships with internal and external stakeholders.
• Communicate effectively to resolve queries and manage expectations.
• Participate in meetings and ensure client needs are met.

Teamwork & Self-Management

• Take ownership of workflow and career development.
• Maintain ethical standards and a positive attitude.
• Collaborate with team members and contribute to collective goals.
• Stay informed on industry developments and regulatory changes.

Role Relationships

• Internal Teams: Traders, Credit, Legal, Compliance, Operations, KYC & SSI Teams
• External Stakeholders: Coverage Bankers, RMBMS, RMB London, Futures Clearing, RMB Prime Broking
• Client Base: Full RMB Client Portfolio

You will be an ideal candidate if you have the following:

• Minimum 3 years' experience in Merchant Banking (KYC, Operations, Middle Office).
• Strong understanding of trading products: Commodities, Equities, FI, FX, Derivatives.
• Detail-oriented with excellent analytical and communication skills.

Core Competencies

• Analysis and Attention to Detail – Systematic and rule-oriented in gathering, reviewing, and evaluating data. Works with precision and highlights inconsistencies in detailed information.
• Drive for Results – Self-starter who maintains high activity levels and delivers high-quality output within deadlines. Sets demanding goals and proactively drives success.
• Problem Solving – Applies effective analysis, logic, and creativity to identify and implement solutions. Cuts to the core of issues efficiently.
• Resilience and Stress Management – Remains composed under pressure and persists in pursuing goals despite obstacles and setbacks.
• Building Relationships – Builds trust-based relationships through openness and empathy. Puts people at ease and fosters mutual respect.
• Excellence / Quality Orientation – Motivated to maintain the highest standards of quality and productivity consistently.
• Communication Skills – Communicates effectively with clients and internal stakeholders via email, phone, and meetings.

You Will Have Access To

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We Can Be a Match If You Are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
25/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

We're looking for a full-time evening shift Onboarding Specialist to join our fast-growing team at Richard Yu's online education company. Our mission is simple: help everyday people launch impactful online digital arbitrage businesses that transform lives—starting with their own.

If you're someone who loves mentorship, thrives in a high-performance environment, and wants to make a real difference in people's lives, keep reading.

About Us:

Richard Yu is an online business coach with:

• 100K+ subscribers on YouTube → 
• A growing personal brand on Instagram → 

Our company is faith-driven, fast-paced, and rooted in service. We're building a world-class education platform to help people turn their knowledge into income through coaching and consulting.

About The Role:

This is a remote, full-time position. You must be available during 1PM–10PM EST, Monday to Friday. On average, you'll work up to 8 hours per day, and some days will require a little more effort of up to 9+ hours

You must currently live in North America, South America, Europe or South Africa, and speak fluent, accent-neutral English. Clear communication is non-negotiable—we're in the coaching business.

Here are the requirements:

• You must be able to commit to the hours of 1pm - 10pm EST Mon-Fri

• You will be conducting new onboarding calls daily to welcome in new students.

• You will be ensuring a smooth transition process between the sales rep and yourself and then between yourself and the coaching team.
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class onboarding experience.
• Should be proficient or at least knowledgeable about our tech stack (Loom, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired.
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change.
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential.
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfilment Team hits their KPIs

WHO THIS IS FOR:

• A coach or mentor at heart, you love helping people
• Clear, professional communicator (spoken and written English)
• Sales background
• Able to handle fast-paced environments, multiple clients, and changing priorities
• Willing to grow with us long-term (3+ years), this isn't a side hustle
• Open to feedback and constructive coaching (we'll train you, but we expect growth)
• Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, etc—or willing to learn fast

WHO THIS IS NOT FOR:

• You have another full-time job or multiple freelance clients
• You struggle with structure, deadlines, or fast execution
• You dislike being challenged to improve daily

Expected Earnings (Base): $3,000 USD /mo

TD Markets is a regulated global Forex and CFD broker offering professional trading solutions to retail and institutional clients. We pride ourselves on our transparent execution, advanced trading tools, and commitment to developing our people and partners.

We are expanding our Sales Division and are looking for a results-driven Client Onboarding Specialist to join our growing team.

Role Overview

The Client Onboarding Specialist is responsible for calling leads provided by the company and assisting the client with the onboarding process from profile verification to completion of first time deposits. The role involves proactive outreach, client onboarding, and nurturing relationships to convert leads into new and active clients.

This position is ideal for an energetic, goal-oriented individual with a passion for financial markets and sales.

Key Responsibilities

·   Actively contact leads and onboard new traders to the TD Markets platform.

·   Achieve monthly First-Time Deposit (FTD) and revenue targets.

·   Manage leads generated through marketing campaigns or other mediums.

·   Conduct product presentations, platform walk-throughs, and explain account types and benefits.

·   Maintain accurate CRM records of all client interactions and follow-ups.

·   Ensure all communication and sales practices comply with company and regulatory standards.

·   Ensure daily, weekly and monthly standards of work output are met.

Requirements

·   Experience in Forex / Financial Services Sales, Client Acquisition, or Tele-Sales.

·   Strong understanding of FX trading and financial markets (MT4/MT5 familiarity preferred).

·   Excellent communication, negotiation, and interpersonal skills.

·   Goal-driven

·   Ability to work independently and as part of a dynamic team.

·   Completed FAIS recognized qualification (advantageous).

·   Completed RE5 regulatory exam. (preferred)

Grow With Us as a Training & Onboarding Specialist (Remote) at TalentPop App
At TalentPop App, we help top eCommerce brands around the world build high-performing customer service teams—and it all starts with strong training and onboarding. We're looking for a
Training & Onboarding Specialist
who's excited to shape the learning experience of new team members and guide them toward success from day one.

This is your chance to make a real impact, support growth across the organization, and be part of a collaborative, fully remote team that values people development.

What You'll Be Doing

• Lead interactive virtual training sessions via Zoom on tools, processes, and best practices (expect to be on camera 50–70% of the time).
• Facilitate onboarding programs that prepare new hires for their roles and evaluate their readiness to advance.
• Deliver one-on-one and group coaching on topics like email marketing, customer support systems, eCommerce operations, SEO, and data analytics.
• Develop and update training materials to meet the evolving needs of different teams.
• Partner closely with team leads and managers to assess training effectiveness and identify improvement opportunities.

What You'll Need To Succeed

• 1–2 years of experience in training, onboarding, or related people development roles.
• Experience as a virtual assistant is a plus.
• Working knowledge of at least two of the following: email marketing, eCommerce website management, or data reporting/analytics.
• Hands-on experience with Shopify, Klaviyo, or similar tools.
• Strong communication and facilitation skills—you know how to guide, inspire, and support others.
• Bonus points for familiarity with Canva, Trainual, and Loom.
• A self-starter mindset with sharp attention to detail and a team-first attitude.

Technical Requirements

• Computer or laptop with at least an i5 processor (or equivalent).
• Stable internet connection with a minimum of 20 Mbps upload and download speeds.

Why Join TalentPop App?

• Fully remote work setup with flexible collaboration.
• Paid time off to rest, recharge, and stay balanced.
• Health and dental coverage to keep you feeling your best (or a monthly health stipend).
• Recognition programs and growth opportunities within the team.
• Exciting holiday incentives and other team rewards.
• Competitive hourly pay with performance-based annual increases.
• Clear career advancement pathways in a fast-growing company.
• A supportive, high-performing team that values transparency and collaboration.

We're not just building strong onboarding — we're building long-term success stories. Ready to be part of ours?

At Cell C, we are not just a telecommunications company; we are a people-centric and consumer-focused organization committed to delivering exceptional experiences to our customers. In line with our dedication to customer-centricity, we are seeking a seasoned professional to join our dynamic team as a
Specialist: Partner Onboarding
to join our dynamic team of #Unstoppables

Purpose Of The Job
This role requires a motivated and passionate individual to manage the partner onboarding process, ensure partner integration and enablement into the Cell C environment and facilitate agreement and contract management across the division. The Partner Onboarding Specialist is responsibility for the following:

• Leading, coordinating and executing the end-to-end onboarding of partners across multiple business units (EBU, FTTX, Retail, Franchise, Informal and Telesales) ensuring compliance with internal governance frameworks, legal requirements, commercial strategies, and operational readiness
• Facilitate / initiate applicable employee onboarding, training, technical integration, reporting and operational readiness with relevant business unit SPOC's
• Manage agreement and contract management requirements with the divisions business units and/or channels
• Perform the function of SPOC for the division, with the Cell C Legal team

Sales, Regions and Customer Care
Division
includes Channels (Branded Retail, Retailers, Informal and Telesales), Regional teams (Gauteng, Western Cape, Eastern Cape, Limpopo, Mpumalanga, KZN, Northwest, Free State and Northern Cape), Cell C Business (EBU), FTTx, Sales Operations and Customer Care/CX

Lines of Business (LOB) supported
: Postpaid, Prepaid, EBU and FTTx

Key Accountabilities
Partner Onboarding
Management

• Manage the entire partner onboarding process for EBU, FTTX, Retail, Franchise, Informal and Telesales
  Draft relevant partner onboarding documents (CAS, ITL, IAS, Addendums etc) and obtain relevant approval Submit onboarding applications to Legal and track the progress / status thereof Liaise with Legal and Finance to validate agreement clauses, signatory requirements and required documents etc where necessary Coordinate with Vendor Loading and Procurement for accurate capturing of partner records (SFID, Vendor Codes, etc.)- Ensure the agreed Partner Onboarding process is adhered to by all stakeholders Partner Enablement
• Facilitate engagement with L&D and the respective Account Manager / Channel Manager to initiate training requirements for new partners
• Brief Channel or Regional representative with regards to partner employee onboarding requirements upon completion of new partner onboarding
• Ensure Reporting and BI resources are informed of new partner and business unit requirements by initiating engagements with the applicable stakeholders
• Initiate engagement between Technology SPOC, Account / Channel Manager and partner representative to facilitate the integration of products/services into partners' systems or platforms, ensuring smooth technical onboarding and implementation
• Initiate engagement with business units to facilitate any additional operational requirements between the new partner and the relevant Account Manager / Channel Manager Reporting & Performance Tracking
• Prepare weekly reports for management including partner status updates, completion percentages, and legal/financial alignment status
  Define and monitor key performance indicators (KPIs) related to partner onboarding process so as to ensure continuous business process improvement- Compile reports and maintain tracking dashboards and ensure visibility of partner progress across business units Agreement Lifecycle Management
• Serve as the primary coordination point between business units and the Legal team to facilitate the drafting, review, and execution of partner agreements
  Translate commercial and operational requirements from Account / Channel Manager / BU representative into clear legal inputs for contract development Manage and/or participate in agreement / contract review projects as well as any other relevant and related projects Track the progress of agreements through Legal review, ensuring timely feedback and resolution of queries Oversee the execution process, ensuring all parties sign agreements in accordance with Cell C's delegation of authority and governance protocols Maintain a centralized, auditable repository of all executed agreements and related correspondence- Assist in the development and maintenance of standard agreement templates and clause libraries Framework and Process Management
• Participate in the design, development and enablement of a digital onboarding process / solution as a key project resource and contributor
• Ensure the continuous evolution and enhancement of the implemented digital process / solution
• Create and maintain documentation for onboarding processes, best practices, and FAQs
• Enable continuous process improvement by continuously refining and improving onboarding workflows based on feedback and metrics Relationship Management
• Work closely with internal stakeholders and support teams to align onboarding activities with overall business goals and ensure seamless handoffs post-onboarding
• Foster a culture of cross functional collaboration with all relevant business units and divisions
• Engage partners as a Brand Ambassador when engaging during the partner onboarding process

• Maintain working relationships that are mutually beneficial with Cell C partners as well as internal business units
  Minimum Qualifications

• 3-year Degree or Diploma in Commerce, Business Administration, Law or similar preferred

• Certificate (NQF 5 or higher) – Business Management, Operations, Project Management, Contract / Company Law or similar

Experience

• 3+ years of experience in partner onboarding, channel management, or related administrative role
• 2-3 years Telecommunication / Customer Service / Retail / Channel Management experience
• Exposure to and good understanding of contracts and/or agreements
• Strong understanding of Telecommunications industry

Skills And Attributes

• Strong project management skills with the ability to manage multiple priorities and stakeholders simultaneously
• Excellent planning, organising and strategic thinking skills
• Exceptional attention to detail
• Ability to identify risk and process gaps
• Excellent communication, presentation, and interpersonal skills
• Analytical Thinking
• Customer Centric
• Proficiency in MS Office Suite, SharePoint, CoPilot, Document Management and workflow systems (e.g. Docu-Sign, LawTrust, Adobe etc)
• Strong relationship management skills
• Assertive
• Takes initiative and challenges status quo with the intention to enhance
• Experience with commercial policies and processes and the ability to align them operationally within the division

"Cell C is an equal opportunities employer, committed to fostering a diverse and inclusive workplace where all employees are treated fairly and with respect, regardless of race, gender, age, disability, or any other protected characteristic."

ISTA Personnel Solutions South Africa is a dynamic and fast-growing BPO company, specializing in providing top-tier operational support to U.S.-based companies. We are not a recruitment agency — we are a dedicated extension of our clients' teams, delivering high-quality service with precision, efficiency, and a personal touch.

Our US-based client offeres Virtual Speech Therapy and are looking for a warm, detail-oriented, and persuasive professional to join their team as a Patient Onboarding & Insurance Specialist. This role combines client onboarding, insurance guidance, and ongoing relationship management. You will serve as the first point of contact for new clients/patients, ensuring a smooth start to their services, while building trust and supporting retention through excellent client care.

WORKING HOURS:

• Monday to Wednesday: 10:00 AM – 7:00 PM (EST)

(This currently equates to 16:00pm to 01:00am South African time, subject to change according to daylight savings with the US.)

• Thursday: 12:00 PM – 9:00 PM (EST)

(This currently equates to 18:00pm to 03:00am South African time, subject to change according to daylight savings with the US.)

• Friday: 9:00 AM – 5:00 PM (EST)

(This currently equates to 15:00pm to 23:00pm South African time, subject to change according to daylight savings with the US.)

PLEASE NOTE:

• Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and the ability to support a wired Ethernet connection is mandatory. Applicants without a fixed fibre line cannot be considered.
• Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered.
• Work Environment: This is a fully remote working role.
• Public Holidays:You will be required to work on all South African public holidays(compensated as per BCEA)

Onboarding & Insurance Sales

• Serve as the first point of contact for new clients, ensuring a smooth and positive start to their virtual speech therapy journey.
• Verify, interpret, and explain insurance coverage for speech therapy services in a clear and confident manner.
• Promote services by educating clients on the value of offerings, highlighting insurance-covered benefits, and presenting self-pay options when applicable.
• Effectively handle inbound and outbound communications (calls, emails, texts) with professionalism and empathy.
• Guide clients through required steps to complete onboarding and begin therapy quickly.

Account Management

• Act as the primary relationship manager for assigned clients, ensuring awareness, satisfaction, engagement, and retention.
• Serve as an ongoing point of contact for client questions, benefit changes, or service adjustments.
• Proactively follow up with clients to encourage continued participation, troubleshoot barriers, and strengthen long-term loyalty.
• Collaborate with the scheduling and clinical teams to ensure seamless care transitions and consistent service delivery.
• Track and analyze client feedback, providing insights for process improvements and service enhancements.

Sales & Growth Focus

• Identify opportunities to expand client engagement, such as adding family members, additional sessions, or upgraded service packages.
• Partner with the Business Development and Payer Relations teams to align messaging and promote insurance partnerships.
• Contribute to achieving company growth and retention goals through effective account management and insurance-based sales conversations.

• Previous experience in customer service, account management, or insurance sales required; healthcare or therapy setting experience strongly preferred.
• Strong verbal and written communication skills with the ability to explain complex insurance and clinical information simply and persuasively.
• Proven ability to build relationships and maintain client trust over time.
• Sales-minded with a track record of achieving goals while maintaining service excellence.
• Organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced, remote environment.
• Proficient in CRM systems, email platforms, and Microsoft Office/Google Suite tools.

If you are not contacted within 14 working days, please consider your application unsuccessful.

Job Purpose

First Technology Centurion is looking for a Supplier Onboarding & RFQ/RFP Specialist who will be responsible for ensuring the company is properly registered and maintained on supplier and procurement databases of potential and existing customers. The role also involves identifying, tracking, and coordinating responses to RFQs, RFQs, RFPs, and other tender opportunities across both the public and private sectors. This position supports business growth by securing access to procurement channels and ensuring timely, compliant responses to opportunities.

Key Responsibilities

Supplier & Procurement Database Onboarding

• Register the company on customer procurement and supplier databases.
• Maintain accurate records of registration details, portal access, and compliance documents.
• Track renewal dates and ensure all certifications and documents remain valid.
• Liaise with procurement departments to resolve onboarding or compliance queries.

Opportunity Identification & Management

• Monitor public and private sector procurement platforms for relevant RFQs, RFQs, RFPs, and tenders.
• Maintain a central tracker of open opportunities, submission deadlines, and statuses.
• Assess tender requirements and escalate to the appropriate internal teams.
• Ensure timely distribution of opportunities to sales, pre-sales, and tender teams for action.

Tender Coordination Support

• Assist in compiling compliance documents and company information required for submissions.
• Coordinate with internal stakeholders to gather necessary input for proposals.
• Support the tender office with administrative and document preparation tasks.

Reporting & Administration

• Produce weekly and monthly reports on supplier onboarding progress and tender opportunities.
• Track outcomes of submitted bids and identify trends for management review.
• Continuously improve processes to streamline onboarding and opportunity management.

Key Relationships

• Internal: Sales team, Pre-sales, Tender office, Finance, Compliance.
• External: Customer procurement departments, Supplier portal administrators, Regulatory bodies (where applicable).

Skills & Competencies

• Strong administrative and organizational skills.
• Attention to detail and accuracy in maintaining records.
• Ability to manage multiple deadlines effectively.
• Good written and verbal communication skills.
• Knowledge of procurement processes and supplier portals (public and private sector).
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Qualifications & Experience

• Diploma or degree in Business Administration, Procurement, Supply Chain, or equivalent experience.
• Prior experience with supplier onboarding, procurement platforms, or tender administration preferred.
• Experience in public sector procurement processes is advantageous.

Performance Measures

• Timeliness and accuracy of supplier onboarding.
• Number of opportunities identified and tracked.
• Compliance and completeness of RFQ/RFP submissions.
• Quality and accuracy of reporting to management.

Description of the Company:

Anchor Capital is the core business within the Anchor Group. The Groups objective is to be a leading Wealth and Asset manager and trading business. The Group includes Anchor Capital, Anchor Stockbrokers and Anchor Asset Management as well as several associated and subsidiary companies.

Values of the Company:

A strong service ethic, characterized by highly professional personalized service and attention to detail. Flat & Open Corporate culture of the highest integrity, standards & morals. Aggressively growing company with various book build strategies and acquisitions in line. Nimble, Entrepreneurial, Wise, Authentic and Personable.

Main Purpose of this job:

Overall ownership and accountability of the day-to-day administration, co-ordination & compliance and opening of new accounts for Portfolio (PM's) and Wealth Manager's (WM's) fast-growing investment book. The individual would have to work strategically and methodically and must be exceptional in administration and office management. Needs to ensure that all new business is accurately and timeously recorded and executed.

Role and Responsibilities:

Understanding complex entity/trust structures - FICA vetting (compulsory)

• Review account opening documents
• Opening of new accounts – automated/manual process
• Follow account opening process as agreed with Service Providers
• Liaising with different Service Providers to ensure smooth account opening process
• Ensuring FICA/FAIS are up to date
• Ensure customer records are correctly created and kept updated
• Ensure all requests are processed within the agreed service-level agreement (SLA)
• Applying FICA knowledge as per FSCA requirements
• Coordinate and follow up discrepancies and escalate any exceptions to management
• Understand the industry policies on AML/CFT, information protection, risk & security control and regulatory compliance and report problem and exceptions to supervisor immediately
• Attending to email and phone enquiries from Portfolio Manager, Wealth Managers and assistants timeously.
• Resolve internal client related complaints
• Ensure effective problem solving of enquiries from branches
• Ad-hoc duties when assigned, department related
• Processing Switches and Top Ups
• Providing excellent service to Wealth Managers/assistants