Client Liaison Officer Sandton

1 week ago


Sandton, South Africa JSE Limited Full time

Duties & Responsibilities FUNCTIONAL CLIENT LIAISON SERVICES OPERATIONS: Administer corporate client accounts for JIS (JSE Investor Services), including executive share schemes and BEE schemes. Attend to clients and their respective employees both telephonically and via email. Laise with Trading, Tax, Settlement, Recons and Communications teams to action client requests, amendments, trades, tax queries, settlements and respond to ad hoc requests from clients. Apply knowledge and comply in depth when performing Share Plan administration and BEE schemes duties. Support Management in providing successful maintenance and support to Clients as efficiently and timeously as possible. SYSTEMS ADMINISTRATION: Utilise the Share Plan Services (SPS) system to monitor client accounts and events, including dividends, vestings and adhoc client requests. Validating and understanding received documentation & requests and ensure correctness before instructing support team to action. Manage e-mail and phone call interactions and closure of requests through Outlook or Genesys. SUPPORT SERVICES: Assist in the collection, preparation and distribution of information required for management and client reporting. Completion of project work or work for other teams as required. Maintain records of all work performed and report daily statistics to management. Communicate and liaise with other departments, direct to correct departments to meet client’s needs. Render backup for areas where assistance is required. COMPLIANCE: Maintain and improve quality results by adhering to standards and guidelines, recommending improved procedures. Operates within controls and procedures to ensure the integrity of the JSE. Identifies and reports risks or areas of concern to management within area of responsibility. Ensures compliance with all relevant regulations and procedures to prevent fruitless, wasteful, and irregular expenditure. CUSTOMER SERVICE: Maintain effective working relationships with client and internal support teams (both internal and external) towards rendering highest quality of services. Identify and solve problems whilst demonstrating a high level of integrity in line with the JSE core values. COST CONTROL: Promote the effective and transparent use of financial and other resources. Explore opportunities to control and reduce costs. Recommend process improvements to reduce cost and mitigate risks. Desired Experience & Qualification Qualifications Bachelors Degree in accounting or finance or equivalent. Experience 3 Years within a Client Services Environment Technical Competencies Understanding of regulatory environment, laws, acts, and rules of the financial industry. Understanding of FICA, STRATE and legal documents. Knowledge of Share Plans and BEE Schemes. Proficiency in MS Outlook, Word, Excel & Powerpoint. Behavioural Competencies Resilience Multitasking Conflict Management Interpersonal Relations and Skills Adaptability / Flexibility Attention to detail Collaboration Communication Inclusiveness Time Management / Organization #J-18808-Ljbffr



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