Finance Operations Manager - Client Onboarding & Support

Zohorecruit

Paarl

On-site

ZAR 600,000 - 900,000

Full time

3 days ago

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Qualifications

5+ years of experience in operations, client services or financial services.
Experience with payroll administration and financial reconciliation.
Knowledge of regulatory and compliance requirements.
Advanced Microsoft Excel experience.

Responsibilities

Serve as primary operational contact for clients and agents across all communication channels.
Respond to enquiries professionally within agreed service levels.
Investigate, resolve and escalate operational issues where necessary.
Maintain accurate records of all client and agent interactions.
Coordinate card distribution to brokers, agents and clients.
Monitor, manage and report on card stock levels.
Ensure timely follow-up and resolution of outstanding client and agent requests.
Promote a positive customer experience that supports client retention and satisfaction.
Coordinate and manage the end-to-end onboarding process for new clients and cardholders.
Ensure onboarding documentation is accurate, complete and compliant.
Facilitate client training and product education.
Liaise with internal stakeholders to ensure onboarding requirements are completed within agreed timelines.
Manage new client contracts, amendments and onboarding documentation.
Continuously identify opportunities to improve the onboarding experience.
Develop and maintain strong, long-term client relationships.
Understand client business requirements and recommend appropriate solutions.
Build and maintain effective working relationships with brokers and agents.
Provide ongoing operational support to agents.
Calculate agent commissions accurately.
Ensure commission payments are processed within agreed deadlines.
Prepare and submit commission reports.
Process payroll payments once funding has been confirmed.
Produce accurate operational reports within agreed reporting deadlines.

Skills

Operational management

Client services

Financial reconciliation

Payroll administration

Regulatory compliance

Advanced Excel

Education

Grade12

Job description

Paarl, South Africa

Our client is seeking an experienced Operations Manager - Finance to join their Paarl, Western Cape team,

Serveas primary operational contact for clients and agents across all communicationchannels
Respond to enquiries professionally within agreed service levels
Investigate, resolve andescalate operational issues wherenecessary
Maintain accurate records of all client and agent interactions
Coordinate card distribution to brokers, agents and clients
Monitor, manage and report on card stock levels
Ensure timely follow-up and resolution of outstanding client and agent requests
Promote a positive customer experience that supports client retention and satisfaction
Coordinate and manage the end-to-end onboarding process for new clients andcardholders
Ensure all onboarding documentation is accurate, complete and compliant
Facilitate client training and product education
Liaise with internal stakeholders to ensure onboarding requirements are completedwithin agreed timelines
Manage new client contracts, amendments and onboarding documentation
Continuously identify opportunities to improve theonboarding experience
Develop and maintain strong, long-term client relationships
Understand client business requirements and recommend appropriate solutions
Build and maintain effective working relationships with brokers and agents
Provide ongoing operational support to agents
Calculate agent commissions accurately
Ensure commission payments are processed within agreed deadlines
Prepare and submit commission reports
Process payroll payments once funding has been confirmed
Produce accurate operational reports within agreed reporting deadlines

Requirements

Grade12
Minimum of five (5) years' experience in operations, client services,financial services or a related environment
Experiencewith operational and process management, payroll administration and financial reconciliation
Knowledgeof regulatory and compliance requirements
AdvancedMicrosoft Excel experience will be an advanta ge