Job Purpose<\/p>\n
\tThe 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.<\/p>\n
Areas of responsibility may include but not limited to<\/p>\n
\tEnsures completeness and quality of New Business remediation and updating client information within agreed SLAs
\n\tAccurately classifies, registers, routes and indexes documentation either manually or on the system
\n\tTakes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
\n\tAchieves specified production targets, turn-around-times, handle times, etc.
\n\tSupports internal stakeholders with remediation activities
\n\tEngages with clients with regards to soliciting documents and\/or information, queries and FICA requirements
\n\tKeeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)<\/p>\n
Personal Attributes and Skills<\/p>\n
Values Driven:<\/p>\n
\tCommitted to integrity and ethics in business
\n\tBehaves consistently with Discovery Values<\/p>\n
Optimistic:<\/p>\n
\tMotivated by a positive future
\n\tEnergised by challenges<\/p>\n
Learns on the Fly:<\/p>\n
\tEmbraces the unfamiliar
\n\tExperiments to find solutions<\/p>\n
Resilient:<\/p>\n
\tRecovers quickly from setbacks
\n\tGrows from negative experiences<\/p>\n
Instils trust:<\/p>\n
\tFollows through on commitments<\/p>\n
People Savvy:<\/p>\n
\tHigh EQ with low ego<\/p>\n
Drives Results:<\/p>\n
\tEnergises self and others to achieve
\n\tConsistently exceeds goals<\/p>\n
Problem Solver:<\/p>\n
\tLooks beyond the obvious
\n\tFinds sustainable solutions<\/p>\n
Education and Experience<\/p>\n
\tRelevant degree
\n\tAt least 1 year\u2019s working experience in data capturing, servicing, operations or administrative environments is required
\n\tAt least 1 year\u2019s working experience in a new business or client acquisition role within Financial Services is preferred
\n\tThe role might require shift work
\n\tComputer literacy with Excel as a requirement<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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