Specialist Consultant

7 months ago

Cape Town, South Africa Rory Mackie & Associates Full time

Overview:

Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products offered.

Responsibilities:

Offshore:

  • Provide a holistic service to Advisors and their assistants by forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting
  • To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals
  • To be flexible in the working hours as required by this function
  • Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)
  • Understanding and adherence to business rules and processing rules and working within the required SLA
  • Assist other team members when necessary – provide cover during periods of absence
  • Investigate, resolve, and take full responsibility for errors made
  • This entails telephonic and written communication as well as possible face to face interactions with Advisors and their assistants

Model Portfolios:

  • Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFA’s with a FAIS Cat II license managing Model Portfolios for their clients
  • This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring, and reconciling of requests/instructions
  • It will also include managing and controlling any bulk requests for Model Portfolio restructures and rebalances by managing the client’s expectations and monitoring progress of script processing
  • Build and maintain relationships with all clients
  • Build and maintain relationships with all service providers - including administration platform as well as foreign exchange and banking services
  • Build and maintain relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team
  • Be responsible for proactive communication, telephonic and/or e-mail keeping clients informed regarding any activity around their queries and requests
  • Possible mail merging
  • Be responsible for checking and calculating of complex backdates calculations
  • Support to Advisor and Client Service Teams when required
  • Liaise with Data Management and Reporting Team
  • Offer web support

Internal Business Analysis and Reporting:

  • Run daily, weekly, and monthly reporting that will include but is not restricted to;
  • Queue age analysis in line with SLA
  • Analysing of Query reporting
  • Risk Adjusted Capital (RAC) reporting
  • Cat II IFA reporting (Model Portfolio)
  • Internal Control reporting including changed bank accounts, floor limits and third-party payments

Requirements:

  • Minimum of 5 -7 years’ industry experience, particularly in the LISP environment
  • Minimum of 3 years’ experience in an IMS Advisor Liaison capacity
  • 3-year relevant Diploma or BCom degree
  • Business Analysis qualification will be advantageous
  • Advanced experience in Excel (including pivot tables, macros) and other reporting tools
  • In-depth experience and insight to IMS Model Portfolio offering; the associated processes, business rules and legislation
  • An in-depth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, business rules and legislation incl. Guernsey AML requirements

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