Onboarding Client Service Consultant - Western Cape, Cape Town

Onboarding Client Service Consultant - Western Cape, Cape Town

My client is looking for a Client Service Consultant to join their Transfer Agency Client Service team focusing on client onboarding. Must have experience in the UT MANCO environment providing client services to all investors & handling the client onboarding process for individuals and legal entities.
Key Responsibilities:

- Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB)
- Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately
- Review all static data change requests and perform relevant client call backs to verify the changes






- Submit all High-Risk clients to Compliance and review that it is completed

Desired Skills:

- FICA
- DWT
- FATCA
- Client Service
- Onboarding
- UT MANCO

▶️ Onboarding Client Service Consultant - Western Cape, Cape Town
🖊️ Dynexity
📍 Cape Town