PLATFORM SPECIALIST III

Hr Options; Cape Town; On-site; ZAR 40,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a Platform Specialist in Cape Town. The role focuses on enhancing client services, relationship management, and crisis resolution. Candidates should have a relevant degree and several years of experience, as well as a strong understanding of industry processes.

Qualifications

• 6 - 8 years’ experience in a similar role.
• Strong understanding of LISP processes and investment management.
• Proficiency in industry-related operational technology.

Responsibilities

• Generate reports to identify areas for improvement.
• Assist with onboarding new advisers and clients.
• Manage client enquiries and maintain accurate records.

Skills

Client Services

Relationship Management

Crisis Management

Operational Technology

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 6 – 8 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 behavior of different asset classes.
• 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 administrative correctness, adherence to service level agreements, and accurate execution of business processes.
• Actively engage with clients and advisers, providing 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 contact for escalated client issues and complaints.
• Resolve issues promptly and effectively to maintain client satisfaction.
• Address concerns and ensure client needs are met efficiently.

Service Quality:

• Maintain agreed 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.
• Develop and implement crisis management procedures to minimize client dissatisfaction.
• Focus on a specific group of advisers.

This job is active and available in Cape Town, City of Cape Town, South Africa.