Specialist: Onboarding

2 weeks ago


Johannesburg, South Africa Liberty Group South Africa Full time
Job title : Specialist: Onboarding Job Location : Gauteng, Johannesburg Deadline : December 21, 2024 Quick Recommended Links
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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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