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 
  • 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
  • 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

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