Client Onboarding Specialist

A top investment management firm is looking for a Client Onboarding Specialist to join their dynamic Institutional Operations team in Johannesburg.

As the Client Onboarding Specialist within this innovative and thriving business, you will leverage your expertise in institutional investments and regulatory frameworks, including Know Your Client (KYC), Anti-Money Laundering (AML), and FICA, to facilitate the seamless onboarding of clients while maintaining the highest levels of regulatory compliance and data integrity.

This position calls for a proactive individual with strong business acumen, attention to detail, and self-motivation. Excellent interpersonal skills are essential to deliver high-quality customer service and ensure a seamless onboarding experience for clients.

Key qualifications and experience required for the Client Onboarding Specialist:

• Bachelor’s Degree in a relevant field (i.e., finance, economics, investments, or law)
• Legal or Compliance certification is highly preferred
• 5+ years’ experience within a financial services or investment firm
• Demonstrated experience in client servicing/reporting
• Expert knowledge of Anti-Money Laundering (AML), Know Your Client (KYC), Client Due Diligence (CDD) and FICA
• Proven experience of working with Institutional clients

Key duties of the Client Onboarding Specialist:

• Respond promptly and effectively to client queries, ensuring timely resolution
• Advise back-office teams on updates to client investment mandates and oversee the accurate implementation of changes
• Compile and deliver monthly and quarterly reports for all investment clients
• Prepare fund factsheets and customised reports on investment products for clients
• Identify potential risks associated with client onboarding and data management and implement appropriate mitigation measures
• Support the client-facing team in the onboarding process for new clients and investors
• Maintain a strong understanding of CDD/AML procedures and ensure high-risk cases are appropriately escalated and signed off

Key personal skills:

• Energetic and engaging personality
• Excellent interpersonal skills
• Strong business and commercial acumen
• Self-motivated and able to work independently
• Collaborative team player

If you are a dynamic finance professional looking to join a thriving company and build strong, professional relationships with institutional clients, we invite you to reach out to discuss this opportunity further.