Client Lifecycle Manager (Night Shift)
Salt South Africa · Cape Town, Western Cape
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Start free — we apply for you →Responsibilities
- Manage the end-to-end onboarding process for new clients and accounts, ensuring a smooth transition from application to successful account activation.
- Prepare, review, and process account-opening documentation, transfer forms, agreements, disclosures, and related paperwork with a high degree of accuracy.
- Liaise directly with clients to obtain required documentation and signatures through electronic signature platforms and other approved channels.
- Coordinate account funding activities, including asset transfers, rollovers, and wire transactions.
- Provide exceptional client service by responding promptly to client queries and ensuring a positive onboarding experience.
- Partner with internal operations, client services, and support teams to facilitate efficient onboarding and resolve any issues that may arise.
- Maintain accurate records and ensure all onboarding activities comply with internal procedures and regulatory requirements.