New Accounts Consultant at 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