New Accounts Consultant

Discovery; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in South Africa is seeking a New Accounts Consultant to assist with opening new accounts and maintaining client information. This role requires at least one year of experience in data capturing or client acquisition within Financial Services. Strong problem-solving skills and a relevant degree are essential. Join a dynamic team focused on integrity and excellent client service.

Qualifications

• At least 1 year’s working experience in data capturing or administrative environments required.
• Preferably have experience in a new business or client acquisition role within Financial Services.

Responsibilities

• Assist with the opening of new accounts and maintain account information.
• Classify, register, route, and index documentation accurately.
• Engage with clients to solicit documents and information.
• Support internal stakeholders with remediation activities.

Skills

Data capturing

Client engagement

Problem-solving

Integrity and ethics

Computer literacy

Education

Relevant degree

Job description

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Bank

Discovery Bank is a bank like no other – a shared-value bank, designed with our clients in mind. We’re all about sharing the value that clients create when they manage their money well, back with them through exceptional interest rates and rewards. Our Vitality Money programme measures how well clients manage their finances, informs them of what it means to be financially healthy, and empowers them with the knowledge to get enhanced rewards for managing their money well. If you’re adaptable, a problem-solver, always questioning the way things are done, passionate about doing what is right, and obsessed with providing a quality service experience, we have a job for you where you can be your best in an environment that’s safe and nurturing.

Job Purpose

The New Accounts Consultant assists with the opening of new accounts (with specific focus on FICA or KYC), as well as captures and/or maintains account information ensuring data integrity. The incumbent will prompt, request and resolve/remediate any required information that is outstanding or incorrect, with various stakeholders. Further, report on/act on errors within the account origination KYC process and/or other manual remediation tasks.

Areas of responsibility may include but not limited to:

• Ensures completeness and quality of New Business remediation and updating client information within agreed SLAs
• Accurately classifies, registers, routes and indexes documentation either manually or on the system
• Takes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
• Achieves specified production targets, turn-around times, handle times, etc.
• Supports internal stakeholders with remediation activities
• Engages with clients with regards to soliciting documents and/or information, queries and FICA requirements
• Keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)

Personal Attributes and Skills

Values Driven

• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values

Optimistic

• Motivated by a positive future
• Energised by challenges

Learns on the Fly

• Embraces the unfamiliar
• Experiments to find solutions

Resilient

• Recovers quickly from setbacks
• Grows from negative experiences

Instils trust

• Follows through on commitments

People Savvy

• High EQ with low ego

Drives Results

• Energises self and others to achieve
• Consistently exceeds goals

Problem Solver

• Looks beyond the obvious
• Finds sustainable solutions

Education and Experience

• Relevant degree
• At least 1 year’s working experience in data capturing, servicing, operations or administrative environments is required
• At least 1 year’s working experience in a new business or client acquisition role within Financial Services is preferred
• The role might require shift work
• Computer literacy with Excel as a requirement

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.