Client Services Team Lead - Onboarding & Compliance

Corient; Wes-Kaap; Sur place; ZAR 420 000 - 560 000; Plein temps

Résumé du poste

Corient, a financial services firm in South Africa, seeks a proactive team lead for the ZA Client Services unit. You will supervise daily operations, support Front Office onboarding, and ensure strict confidentiality and data accuracy across client records.

You will mentor staff, drive improvements, and manage regulatory take-on requirements while coordinating with service providers to open new accounts. STEP qualification is advantageous.

Qualifications

• At least 4-5 years of experience in the finance industry.
• STEP Qualification would be advantageous

Responsabilités

• Supervise ZA Client Services team and conduct periodic performance reviews.
• Assist Front Office teams to obtain business approvals and manage client onboarding.
• Manage changes to clients’ data, archiving, and data integrity; drive process improvements.

Connaissances

Leadership

Microsoft Office

Data accuracy

Confidentiality

Organisational skills

Proactive

Formation

STEP Qualification

Outils

Business Central

Description du poste

Corient, a financial services firm in South Africa, seeks a proactive team lead for the ZA Client Services unit. You will supervise daily operations, support Front Office onboarding, and ensure strict confidentiality and data accuracy across client records.

You will mentor staff, drive improvements, and manage regulatory take-on requirements while coordinating with service providers to open new accounts. STEP qualification is advantageous.