Client Services Manager - #336937

Smith Garb


Date: 2 weeks ago
City: Krugersdorp, Gauteng
Contract type: Full time
Reference: JHB007273-CW-1

Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company.

Qualifications and Experience:                    
  • Matric essential
  • BCom Business/ Administration/ Marketing/ Finance/ Investments or related Degree essential
  • Hons Degree advantageous
  •  Previous LISP experience, especially administration and client services – which includes capturing and approval of applications, maintenance instructions, reporting and attending to escalated Manco, IFA and client queries
  • Knowledge of systems such as Xero/ Pastel, and bulk trading essential
  • Category III Financial Services Provider Financial Management, Team Management advantageous 
Overview
  • To oversee and manage the day-to day operational and financial administrative duties primarily the processing of bulk instructions, banking transactions, reconciliations and operational and client service duties
  • Overseeing and managing instruction approvals, tasks and questions from administrators and management
  • Identifying and resolving training needs and gaps of the team and the ensuring daily internal controls are followed
  • Reporting, ad hoc business projects and testing, escalations/complaints feedback/resolution, and any other related duties
Duties:
  • Oversee the take-on processes for new clients
  • Banking, Trading, settlement and Recon investments
  • UT & ETF distributions
  • Excel reports
  • System reports to Manco’s /IFAs
  • Escalation of telephonic queries
  • Escalation of email queries
  • Web portal and sales force support
  • New product development products
  • UT and ETF distribution assitance and approval
  • Assist with regulatory reports submissions as and when required
  • Manage general daily operational capacity planning / team roster
  • Regular checks on backlogs / team up to date with their duties
  • Assist senior management with preparation of reports, or any day to day tasks/adhoc projects
  • Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve queries
  • Assist management with SLA, fund loading, price queries.
  • TAU system /deployment testing as and when required
  • Oversee team’s JIRA workflow checking, capturing, follow-up and maintaining
  • Ensuring adherence to SLAs and accuracy of instructions
  • Identify and assist with team training needs and updating training registers
  • Client service quality assurance and feedback
  • Structured Product Listings and BND report
  • Structured Product Maturity calculations and distribution to team members for capturing


R540 000 - Annually

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a CV

Similar Jobs

Head of Sales

Abantu Staffing Solutions, Krugersdorp, Gauteng
2 hours ago
Description REQUIREMENTS Affirmative Action South African citizen National Diploma/ Bachelor’s Degree in Commerce/ Business Management/ Marketing from a recognized tertiary institution Minimum of 10 years motor industry experience Minimum of 5 years at management level Minimum of 3 years of regional sales experience is advantageous Retail/ dealer network experience is advantageous Motor industry experience in: Corporate, Government, Rental sales management...

Financial Controller - CA(SA)

Salix Recruitment, Krugersdorp, Gauteng
3 days ago
Reference: JHB001800-SS-1Join the Fast Lane as a Financial Controller CA(SA) Are you a financial maestro with a passion for precision and an eye for excellence? The fastest-growing buying platform, is on the lookout for a dynamic Financial Controller to accelerate their success! As a Financial Controller, you'll be at the heart of the financial operations, steering the ship towards new heights....

HVAC Technical Sales Consultant

E and D Recruiters, Krugersdorp, Gauteng
4 days ago
Reference: Pta003304-EP-2HVAC and Refrigeration Technical Sales Consultant required for an established company in Midrand. HVAC Technical Sales ConsultantMidrandExperience required: General knowledge of Aircon fundamental controls and refrigeration service procedures. Applications background (Industrial and Commercial sectors) Experience in Refrigeration unit solution types - Compressor racks, retail cabinets, under bar fridges etc Experience in Aircon unit solution types - Chillers, Airhandling units,...