Discovery Limited
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
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