PLATFORM SPECIALIST II

HR Options; Gqeberha; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading recruitment firm seeks a Platform Specialist in Gqeberha. This role involves generating reports, onboarding clients, and maintaining strong relationships with internal and external stakeholders. The ideal candidate has a Bachelor's degree and 3-5 years in a similar role, focusing on client satisfaction and market understanding.

Qualifications

• 3-5 years’ experience in a similar role.
• Strong understanding of investment management industry technology.

Responsibilities

• Generate reports and implement corrective actions.
• Assist with onboarding new advisers and clients.
• Manage and drive client and adviser events.

Skills

Client services experience

Understanding of LISP processes

Proficiency in operational technology

Excellent communication

Education

Bachelor’s degree in Business Management or related field

Job description

Our client with a national footprint requires the duties of a Platform Specialist. Your :

Education :

• Bachelor’s degree in Business Management, Investment Management, or a related field.

Experience Required :

• Experience in client services, with 3 – 5 years’ experience in a similar role.

Knowledge :

• Strong understanding of LISP processes and products.
• Proficiency in operational technology and software used in the investment management industry.

will enable you to :

Execution of Activities :

• Generate reports to identify areas for improvement and implement corrective actions as needed.
• Assist with onboarding new advisers, assistants, and clients, ensuring a smooth transition and successful adoption of our products and services.
• Stay informed about industry trends, market developments, and competitor activities to anticipate client needs and identify opportunities for business growth.
• Understand market conditions and the way different asset classes behave.
• Uphold company policies and procedures, ensuring compliance with regulatory requirements and adherence to quality standards.
• Manage and drive client and adviser events in the region.
• Manage enquiries on products, systems, and services.
• Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
• Take responsibility for admin correctness, adherence to service level agreements, and accurate execution of business.
• Actively engage with clients and advisers and provide support via email, in-person meetings, or telephonically and respond to queries accurately and promptly.

Relationship Management :

• Develop and maintain strong relationships with Client Services, External Platforms, and Adviser Offices, addressing client needs and concerns, and serving as the primary point of contact for escalated client issues and complaints.
• Resolve issues promptly and effectively to maintain client satisfaction.
• Address concerns and ensure client needs are met in a timely and efficient manner.

Service Quality :

• Maintain agreed-upon turnaround times on all administrative tasks.
• Monitor client feedback and implement improvements based on insights.

Crisis Management :

• Handle escalated client issues and provide solutions to ensure resolution.
• Recognize service delivery failures and manage prompt resolution thereof.
• Develop and implement crisis management procedures to minimize client dissatisfaction.
• Look after a more focused group of advisers.