Onboarding Consultant Bryanston

Zeal Hr; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Gauteng is seeking an experienced Service and Support Agent. The role requires strong client service skills and experience in the investment industry, including financial advisory or brokerage experience. Responsibilities include onboarding new clients and understanding screening processes. The position offers a competitive salary based on experience.

Qualifications

• Experience in the investment industry.
• Financial advisory or brokerage experience required.

Responsibilities

• Onboarding new clients and understanding relevant requirements.
• Screening processes for new clients, including sanction screening.

Job description

Service and Support Agent The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven.

Must have experience in the investment industry and have financial advisory or brokerage experience.

Salary on offer is RK ctc per annum max, including company benefits.

Please do not apply if you are not willing to work for this salary.

OBJECTIVE :

Ensuring a full understanding of the process of onboarding new clients and the relevant requirements.

Ensuring a full understanding of the Screening processes for new clients (Sanction Screening, ID / Registration No.

Verification,