Client Support Team Leader

Capital International Limited; Cape Town; On-site; ZAR 480 000 - 600 000; Full time

Job summary

A leading financial services firm is looking for a Client Servicing professional in Cape Town. The role involves managing client queries, leading a team, and ensuring adherence to compliance standards. Ideal candidates will have significant experience in client services and hold a Bachelor's degree. Join a collaborative culture that values excellence and integrity.

Benefits

Private health care

Life insurance

Comprehensive range of benefits

Flexible working hours

Qualifications

• Minimum of 12 months experience in a leadership role managing a team.
• Excellent knowledge of best practices in a regulated financial institution.

Responsibilities

• Responsible for the client support queue ensuring excellent service.
• Lead the team to resolve client issues and maintain records.

Skills

Ambitious

Strong planning and organizational skills

Detail oriented with high accuracy

Strong communication skills

Analytical mindset

Collaborative mindset

Education

Bachelor's Degree or equivalent tertiary level qualification

Job description

OverviewCapital International is looking for a hardworking professional to join the Cape Town Client Servicing team and provide high quality services to our clients and internal investment operational teams.

ResponsibilitiesResponsible for the client support queue and cases to always ensure excellent client service turn around timesMaintain all necessary controls to role and strive to eradicate errors, and in this fostering a strong working relationship with our compliance and Internal Audit teams to ensure the department meets its legislative and regulatory requirementsServe as the primary point of contact for assigned clientsAssist in compiling quality control checks and MI for the ManagerManage and train new members of the team in the different procedures and systemsStrive for continuous improvementDevelop service procedures.

Polices and standards or serviceResponsible and accountable for adherence to the Company's AML procedures and the PFCM within the team at all timesAssist the CS Manager with all Quality Control checks requiredManage and delegate workloads within the team to ensure maximum productivityLeading the team to take ownership of client issues, following problems through to resolution and liaising between teams and departments to resolve queries when required.

These include, but are not limited to : Maintaining up-to-date client records including verifying and updating client details, updating bank details and changes of address etc; processing account closures, death claims, payments in and out, resolving negative balances on accountsProducing statements and valuation reportsProcessing client withdrawal requestsCommission queries and or correctionsProject updates that may be requiredMaintain an orderly workflow according to prioritiesSupport other members of the Group Business Development team including Relationship Management, Business Development, Investment Management, marketing and manage projects as requiredBe actively involved in any team and company projectsAssist and share your knowledge of operational correctionsComplete the annual CPD hours required.

Qualifications and ExperienceExperience required : Excellent knowledge of best practice, regulatory and legal requirements of an FSA regulated financial institutionMinimum

• months experience of Client Services and administration in the offshore Financial Services industryMinimum 12 months in a leadership role managing a team of peopleBachelors Degree or equivalent tertiary level qualification

Skills RequiredAmbitiousStrong planning and organizational skillsDetail orientated with high accuracyStrong communication skills, both written and verbalStrong team worker and ability to take initiativeAble to work out of normal hours if requiredAnalytical mindset with a focus on client success metricsAbility to interpret data and generate actionable insightsAbility to align client goals with business objectivesAbility to mentor and develop junior team membersCollaborative mindset with a focus on team successAbility to work under pressure and meet tight deadlinesCritical Thinker

Values and cultureAt all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.Excellence – You will be actively finding ways to ensure that the service we offer our clients, both internal and external, is faultless.

Developing yourself and others to be the very best at what you / they do and to be the very best version of themselves / yourself.Integrity – We are a regulated Investment firm and as a result everything you do must be driven by impeccable ethics.

Trust and integrity are key to this and all roles.Innovation – As a leader in your field, you will be instrumental in driving the organisation forward in terms of new solutions, new technological outcomes, and new ways of working, ensuring we can continue to deliver our objectives against cost, value, and service.Who we areAt Capital International, we're more than just a company; we're a vibrant team of innovators dedicated to putting our clients at the centre of everything we do.

From a small investment firm established in in the Isle of Man, we've evolved into a dynamic global team of over professionals based in the Isle of Man, South Africa and Jersey, all united by a shared vision.

Our significant growth over the past two decades has not dulled our commitment to the family values that were woven into our foundation.

Embracing a culture of Innovation, Integrity, and Excellence, we empower our team members to think creatively and push boundaries in everything they do.

Join us, and be part of a forward-thinking environment where your ideas can thrive and make a real impact in propelling us forward.Our promise to youAt Capital, we invest wholeheartedly in our people, offering not just competitive salaries but a comprehensive range of benefits that prioritise your well-being and career advancement.

Enjoy the peace of mind that comes with private health care and life insurance, while our flexible working hours ensure you achieve the perfect work-life balance.

Our pension scheme, alongside volunteering opportunities for those keen to give back, reflects our commitment to your future and our community.We believe in empowering our team members to take charge of their growth.

That's why we provide extensive training and development programmes designed to help you drive your career forward and hone your leadership skills.

Moreover, you'll have unique access to our innovative products, allowing you to engage fully with your professional environment.

If our benefits resonate with you, you'll also appreciate the positive and supportive atmosphere created by our welcoming colleagues.

At Capital, we cultivate a culture built on trust and open communication, where collaboration is key, and every achievement is celebrated.

Join us and contribute to a team that strives for excellence and values your unique insights and contributions.BenefitsTransparent Communication : Embrace open dialogue and transparency.

Your voice matters!

Excellence Commitment : Keep promises, deliver quality work, and take ownership.Respectful Collaboration : Value diverse perspectives through constructive discussions.Result Recognition : Celebrate success and take pride in your impact.Team Synergy : Stand by your decisions, support your team, and take pride in our collective achievements.Don't just watch what we accomplish, be a fundamental part of our successes, embody our behaviours and apply today!

It is the policy of Capital International to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic / civil partnership status, disability, genetic information, or any other basis protected by law.