Client Liaison Officer Support: SPS

JSE Limited; Sandton; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial institution in Sandton is seeking a motivated Client Liaison Officer Support to maintain and support share plan corporate clients. The ideal candidate has a diploma in accounting, 1-3 years of client services experience, and proficiency in MS Office. This role focuses on administering client accounts, ensuring compliance, and delivering high-quality services.

Qualifications

• Experience in a Client Services environment (1-3 years).
• Understanding of regulatory environment in finance.
• Computer proficiency with MS Outlook, Word, Excel, PowerPoint.

Responsibilities

• Administer corporate client accounts for JIS.
• Attend to clients via phone and email.
• Monitor client accounts using SPS system.
• Assist in client reporting and project work.
• Ensure compliance with regulations.

Skills

Client Services

Regulatory knowledge

Share Plans knowledge

Computer Literacy

Proficiency in MS Office

Education

Diploma in Accounting

Bachelor's degree in Accounting or Finance

Job description

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

About our company

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Introduction

JSE Investor Services is looking for a motivated individual to join the Share Plans Services team!As a Client Liaison Officer Support, you will be responsible for ensuring ongoing maintenance and support to JIS Share Plan corporate clients and Trusts in line with statutory and service level agreements between JIS and the client.

• Administer corporate client accounts for JIS (JSE Investor Services), including executive share schemes and BEE schemes.
• Attend to clients and their respective employees both telephonically and via email.
• Laise with Client Liaison officers as well Trading, Tax, Settlement, Recons and
• Communications teams to action client requests, amendments, trades, tax queries, settlements and respond to ad hoc requests from clients.
• Apply knowledge and comply in depth when performing Share Plan administration and BEE schemes duties.
• Support Management in providing successful maintenance and support to Clients as efficiently and timeously as possible

Systems Administration

• Utilise the Share Plan Services (SPS) system to monitor client accounts and events, including dividends, vestings and adhoc client requests.
• Validating and understanding received instructions and ensuring instructions are executed correctly.
• Manage e-mail and phone call interactions and closure of requests through Outlook or Genesys.

Support Services

• Assist in the collection; preparation and distribution of information required for management and client reporting.
• Completion of project work or work for other teams as required.
• Maintain records of all work performed and report daily statistics to management.
• Communicate and liaise with other departments, direct to correct departments to meet client’s needs.
• Render backup for areas where assistance is required.

Compliance

• Maintain and improve quality results by adhering to standards and guidelines, recommending improved procedures.
• Operates within controls and procedures to ensure the integrity of the JSE.
• Identifies and reports risks or areas of concern to management within area of responsibility.
• Ensures compliance with all relevant regulations and procedures to prevent fruitless, wasteful, and irregular expenditure.

Customer Service

• Maintain effective working relationships with client and internal support teams (both internal and external) towards rendering highest quality of services.
• Identify and solves problems whilst demonstrating a high level of integrity in line with the JSE core values.

Cost Control

• Promote the effective and transparent use of financial and other resources.
• Explore opportunities to control and reduce costs.
• Recommend process improvements to reduce cost and mitigate risks.

Qualification

Minimum: Diploma in accouting

Preferred: Bachelors degree in accounting or finance

Experience

1-3 years in a Client Services environment

• Understanding of regulatory environment, laws, acts, and rules of the financial industry.
• Understanding of FICA, STRATE and legal documents.
• Knowledge of Share Plans and BEE Schemes.
• Computer Literacy.
• Proficiency in MS Outlook, Word, Excel & Powerpoint.