Location: Cape Town, Northern Suburbs
Employment Type: Full-Time (on-site) 

Key Responsibilities:
Manage all aspects of new client onboarding, including documentation and follow-up Act as a liaison between clients, Wealth Managers, and internal teams Maintain accurate client records and facilitate timely communication with providers Process payments, open/close accounts, and assist with administrative tasks Ensure compliance and quality standards are met Requirements:
Grade 12 / NQF4 qualification 2+ years relevant experience in financial services Proficient in Afrikaans and English (spoken and written) Computer literacy (MS Office) Preferred: BCom Investment Management/Finance qualification, RE5 certification Competencies:
Strong organizational and multitasking skills Excellent communication and interpersonal skills Attention to detail and professionalism