Business Analyst – Client Services Model

1 week ago


Cape Town, Western Cape, South Africa PBT Group Full time

The Business Analyst will be responsible for analysing, designing, and optimising client service delivery models. The successful candidate will work closely with stakeholders, including operational teams, IT, and compliance, to enhance business processes, improve customer experiences, and ensure the effective implementation of service frameworks.

Key Responsibilities:

  • Gather and analyse business requirements related to client services, ensuring alignment with organisational goals.
  • Design and enhance service model frameworks to optimise customer interactions and operational efficiency.
  • Collaborate with cross-functional teams, including customer service, IT, and compliance, to define and implement service models.
  • Develop business specifications, process flows, and documentation to support service model improvements.
  • Identify opportunities for automation and process optimisation across client servicing and operational functions.
  • Support system implementation, including User Acceptance Testing (UAT) and ensuring successful deployment.
  • Act as a liaison between business units and technology teams, translating business needs into technical requirements.
  • Prepare and present reports, proposals, and recommendations to senior management.
  • Provide training and knowledge transfer to internal teams regarding process and service model changes.

Requirements:

  • Experience: Minimum 5 years as a Business Analyst, preferably within financial services.
  • Service Model Expertise: Proven experience in designing and optimising service delivery models.
  • Technical & Business Acumen: Ability to bridge business needs with technical solutions.
  • Process Optimisation: Demonstrated experience in business process improvements and automation.
  • Data Analysis & Reporting: Strong analytical skills to interpret data and drive decision-making.
  • Stakeholder Management: Excellent communication skills with the ability to engage with stakeholders at all levels.
  • Agile Methodologies: Experience with Agile practices, including JIRA and Confluence.
  • Tools & Technologies: Familiarity with process modelling tools (e.g., Visio) and data visualisation platforms is an advantage.

Preferred Skills & Experience:

  • Experience in policy administration systems and client engagement services.
  • Understanding of regulatory reporting and compliance within financial services.
  • Certified Business Analysis Professional (CBAP) or equivalent certification is a plus.
    • Key Competencies:
      • Strong problem-solving and analytical thinking.
      • Ability to work independently and drive initiatives in a fast-paced environment.
      • Attention to detail and commitment to accuracy.
      • Open to feedback and committed to continuous improvement.

* In order to comply with the POPI Act, for future career opportunities, we require your permission to maintain your personal details on our database. By completing and returning this form you give PBT your consent

* If you have not received any feedback after 2 weeks, please consider you application as unsuccessful.



  • Cape Town, Western Cape, South Africa PBT Group Full time

    About the RoleThis is an exciting opportunity for a skilled Business Analyst to join PBT Group's team and contribute to the development of innovative service delivery models.The successful candidate will be responsible for gathering and analysing business requirements, designing and enhancing service model frameworks, and collaborating with cross-functional...

  • Business Analyst

    3 weeks ago


    Cape Town, Western Cape, South Africa PM Connection Full time

    Background and OverviewThe objective of the Investment and Policy Administration (IAP) programme is to deliver a single, integrated cloud-based platform for policy and investment administration services for the Group. The platform is being delivered by the global software provider and the Group's strategic partner.Job SummaryOur client is seeking a highly...


  • Cape Town, Western Cape, South Africa CSG Full time

    Job DescriptionThe Operations Analyst role focuses on model portfolio implementation, client service support, and building strong working relationships with clients and service providers. Our business covers local and offshore investing, presenting a great opportunity to develop expertise across a wide array of areas.The key features of the role...

  • Data Modeler

    2 days ago


    Cape Town, Western Cape, South Africa Penta Consulting Full time

    Direct message the job poster from Penta ConsultingPenta Consulting are a technology service provider and leading outsourced partner helping to deliver professional and managed solutions across EMEA.We are seeking an experienced Data Modeller to join one of our clients on a 6-month extendable contract based in Cape Town. The ideal candidate will have...


  • Cape Town, Western Cape, South Africa Penta Consulting Full time

    Penta Consulting is a leading technology service provider and outsourced partner delivering professional and managed solutions across EMEA.We are seeking an experienced Data Modelling expert to join one of our clients on a 6-month extendable contract based in the region. The ideal candidate will have experience in the banking sector and a strong background...

  • Business Analyst

    3 weeks ago


    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job Description:My client is after a talented Business Analyst to join their Cape Town crew, turning client needs into game-changing business solutions. Youll dig into project goals, model and validate requirements, and craft detailed specs like BRDs, process analyses, and gap reports. Working closely with clients, youll spot improvement opportunities,...

  • Business Analyst

    6 days ago


    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job Description: My client is after a talented Business Analyst to join their Cape Town crew, turning client needs into game-changing business solutions. Youll dig into project goals, model and validate requirements, and craft detailed specs like BRDs, process analyses, and gap reports. Working closely with clients, youll spot improvement opportunities,...

  • Data Specialist

    1 day ago


    Cape Town, Western Cape, South Africa PBT Group Full time

    RequirementsExperience: Minimum 5 years as a Business Analyst, preferably within financial services.Service Model Expertise: Proven experience in designing and optimising service delivery models.Technical & Business Acumen: Ability to bridge business needs with technical solutions.Candidates should also possess strong analytical and problem-solving skills,...

  • Business Analyst

    3 weeks ago


    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job Description: My client is after a talented Business Analyst to join their Cape Town crew, turning client needs into game-changing business solutions. Youll dig into project goals, model and validate requirements, and craft detailed specs like BRDs, process analyses, and gap reports. Working closely with clients, youll spot improvement opportunities,...

  • Systems Analyst

    18 hours ago


    Cape Town, Western Cape, South Africa PPS Recruitment Full time

    At PPS Investments, we seek a highly skilled Systems Analyst - Business Process to optimize and improve the efficiency and effectiveness of our organization's business processes.About this role:The Systems Analyst - Business Process will play a critical role in analyzing current processes, identifying areas for improvement, and implementing solutions to...


  • Cape Town, Western Cape, South Africa DeARX Full time

    We're Hiring: Business Analyst (Intermediate to Senior Level) CPT BASED - Hybrid working model 2-3 days onsite ClaremontAre you an experienced Business Analyst looking for your next exciting opportunity? We are seeking a skilled professional to join our team on a 12-month contract. If you have Financial Services experience and are available immediately, we'd...

  • Operations Analyst

    2 weeks ago


    Cape Town, Western Cape, South Africa Robert Walters Full time

    Job title : Operations AnalystJob Location : Western Cape, Cape TownDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Our client is seeking a highly organised and process-driven Operations Analyst with an interest in the investments industry. This diverse role offers the opportunity to focus on model portfolio implementation,...


  • Cape Town, Western Cape, South Africa Elev8 Recruitment Services (Pty) LTD Full time

    Are you a detail-oriented professional with a passion for financial analysis?About the RoleWe are seeking an experienced Investment Analyst to join our team in Cape Town. As an Investment Analyst, you will be responsible for conducting due diligence on potential investments, researching industry trends, and evaluating deal opportunities.Main...

  • IT Business Analyst

    13 hours ago


    Cape Town, Western Cape, South Africa C40 Cities Full time

    My client is a top global private equity seeking an experienced IT Business Analyst to join their Technology and Innovation Team, focusing on the Finance business stakeholders. This role involves analysing business needs, gathering requirements, and identifying technology-driven solutions that enhance financial and operational processes. The analyst will...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job Description:As a Business Analyst, you will dig into project goals, model and validate requirements, and craft detailed specs like BRDs, process analyses, and gap reports.You will work closely with clients to spot improvement opportunities, gather critical insights, and ensure everyone is on the same page.


  • Cape Town, Western Cape, South Africa iLaunch (Pty) Ltd Full time

    iLaunch (Pty) Ltd Job DescriptionJob Title: Senior Credit Risk AnalystLocation: [Insert Location]Job Type: Full-timeIndustry: Financial ServicesAbout us:iLaunch (Pty) Ltd is a leading financial services company that provides innovative solutions to clients. We are committed to delivering exceptional results and building long-term relationships with our...


  • Cape Town, Western Cape, South Africa Robert Walters Full time

    Job title : IT Business Analyst (Finance Systems)Job Location : Western Cape, Cape TownDeadline : April 21, 2025Quick Recommended LinksJobs by Location Job by industries My client is a top global private equity seeking an experienced IT Business Analyst to join their Technology and Innovation Team, focusing on the Finance business stakeholders. This role...


  • Cape Town, Western Cape, South Africa FinChoice Full time

    At FinChoice, we are committed to hiring top talent who share our vision of delivering exceptional customer experiences through innovative financial solutions. As a Financial Services Analyst, you will play a critical role in analyzing and interpreting financial data to inform business decisions.You will be responsible for developing and executing credit...

  • Business Analyst

    2 weeks ago


    Cape Town, Western Cape, South Africa Parvana Full time

    Job title : Business Analyst (Financial)Job Location : Western Cape, BellvilleDeadline : March 17, 2025Quick Recommended LinksJobs by Location Job by industries What you will be doing:Analyse financial information and trends to identify variances and make forecasts. Create and manage financial models to assist business planning and support decision-making....


  • Cape Town, Western Cape, South Africa Principa Full time

    About PrincipaWe are an international data analytics company based in South Africa, dedicated to delivering exceptional data-driven solutions to our clients. Our team of experts uses advanced data science techniques to predict human behavior, identify opportunities, and mitigate risks.Our goal is to provide our clients with actionable insights that drive...