Service Manager: Client Support

3 months ago

Sandton, South Africa Momentum Securities Full time

**Introduction**
- Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking services and specialist research integrating both a macro and micro market view.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**Requirements**:
**QUALIFICATIONS AND EXPERIENCE
**Qualifications:
- Business related degree

**Experience:
- 5+ years related experience in the financial services industry
- 3-5 years Supervisory Experience
- Sound knowledge of Stockbroking
- Risk and Compliance Experience advantageous

**Duties & Responsibilities**

**Engagement and management of relationships with service providers and clients**
- Build and maintain strong working relationships with existing institutional, internal as well as potential clients.
- Guide your team to follow-up and resolve client enquiries and problems through effective interaction with clients, product specialists, operations areas, and other internal or external staff and clients in a timely and professional manner in order to resolve queries and request for information.
- Engage in systems design and implementation to ensure quality service is delivered.
- Provide training and mentoring by making active daily contributions to help achieve team goals, targets, and successes.
- Ensure that existing projects are optimally and efficiently conducted from the Client Service perspective to support the overall Momentum Securities Client Support team, working together to create a combined centre of excellence.
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risks or threats.
- Ensure that the organization’s strategic objectives are communicated and translated on system design.
- Offer support to Portfolio Managers and Stockbrokers alike, across all local and international platforms and associated product offerings.

**Management and monitoring of international offering
- Efficiently managed cash inflows and outflows to and from various offshore custodial providers, ensuring accurate and timely transactions.
- Successfully balanced and reconciled data on the fee account with various offshore custodial providers, maintaining financial accuracy.
- Effectively oversaw the inflow and outflow of portfolios to and from various offshore custodial providers, ensuring smooth transitions.
- Ensured timely communication and election of offshore corporate action activities, maintaining compliance and operational efficiency.
- Oversee the management fee run on the offshore platform, ensuring accurate fee calculations and collections.
- Maintained secure and reliable offshore system access, supporting operational integrity and data security.
- Oversight over the full service-offering, providing insight and assistance to clients and team members.
- Deliver meaningful and relevant reporting on operations and client services functions, highlight insights, trends, root causes, how it can be prevented in future, etc., and report on agreed intervals.
- Ensure that continuous capacity reviews take place and raise ‘red flags’ in time for proper capacity planning into the future.

**Trade Support
- Working Closely with Settlement officer to ensure that we adhere to the JSE settlement rules
- Supporting daily trade allocations and adjustment where required
- Assisting with the maintenance of data integrity and mapping of accounts on an automatic trade allocation system

**People Management**
- Direct daily activities within the team to meet business efficiency and execution goals
- Proactively lead and shape new initiatives to meet organizational goals.
- Keep abreast of economic trends and developments within MMI’s investment environment
- Identify opportunities to continuously enhance and improve client engagement
- Continuous identification and implementation of best practice process and policies to guide the team and inform service improvements.
- Ensures that there is enough staff in place to meet the fluctuating demands of clients by effectively interpreting call volumes, ad hoc projects, and month end activities
- Assists with client escalations, complaints, and queries.
- Actively improve your and your teams’ performance, and drive personal development, including continuously improving knowledge and skills for personal growth and development.
- Continuously develop own and teams’ expert

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