Cape Town Platform Specialist — Client Services Leader

Hire Resolve; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Highly competitive salary

Job summary

A leading financial services company in Cape Town is seeking an experienced Platform Specialist to enhance client satisfaction and drive exceptional service. You will manage relationships with advisers and clients, ensuring compliance and addressing inquiries efficiently. The ideal candidate has a Bachelor's degree and 6-8 years of experience in client services, alongside proficiency in LISP processes and investment management technology. This role offers a highly competitive salary based on experience.

Qualifications

• 6-8 years of experience in client services in a similar role.
• Strong knowledge of LISP processes and products.
• Proficiency in relevant technology and software for investment management.

Responsibilities

• Generate reports to identify areas for improvement.
• Assist with onboarding new advisers and clients.
• Manage inquiries on products and services.
• Resolve escalated client issues promptly.

Skills

Client-centric mindset

Analytical skills

Problem-solving abilities

Education

Bachelor's degree in Business Management or related field

Job description

A leading financial services company in Cape Town is seeking an experienced Platform Specialist to enhance client satisfaction and drive exceptional service. You will manage relationships with advisers and clients, ensuring compliance and addressing inquiries efficiently. The ideal candidate has a Bachelor's degree and 6-8 years of experience in client services, alongside proficiency in LISP processes and investment management technology. This role offers a highly competitive salary based on experience.