Job Description

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 Mancos /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 sumissions 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/Mancos 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 teams 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

Smith Garb