Specialist: Onboarding
2 weeks ago
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- Job by industries
Purpose
- To provide specialist advice and support and to work collaboratively within their team and across other teams in the business to deliver exceptional onboarding customer experiences.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas (NQF Level 07) in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
- Comply to business rules and processes pertaining to the agent set up on the various source systems.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
- Work collaboratively with distribution to ensure IFA and Tied adviser accounts are onboarded successfully with exceptional levels of service.
- Develop deep relationships with adviser back office staff to ensure smooth running of the process.
- Working with marketing and as necessary other departments to develop materials and content which may be client facing to ensure a smooth onboarding experience.
- Ensure that new business and servicing processes operate efficiently including the checking of documents and other regulatory requirements.
- Train adviser office staff to ensure smooth operation and complete understanding of the platform.
- Document all processes and procedures for the onboarding process ensuring version control.
- Develop relationships with Fund Manager Companies to be able to effectively manage any queries regarding proposition.
- Collect data for and triage any requests for amendments to our fund list. Ensure the governance process is followed.
- Use management information to identify where improvements can be made and drive relevant improvement implementation.
- Have complete mastery and confidence in the platform and the processes surrounding it and an exceptional product knowledge of platform funds.
- Help to train new team members in knowledge of products, processes and systems.
- Manage risks and adhere to compliance in line with company policies.
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