Service Specialist: Technical Fixes and Adjustments

2 weeks ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

**Role Purpose**

Processing of internal and external Investment corrections, as well as technical product support across Investment platforms. Process corrections/adjustments 100% accurately and ensure it is done within prescribed SLA, Corrections/Adjustments are checked by risk, commissions support and finance and the correct process has been followed on Jira, gemstone, BPM, Lighthouse. Participation in Projects/Reporting, Enhancement of Wealth System Active participation in system development and automation projects/reporting Ad Hoc & Continuous Projects/Reporting New & Old. Monitoring and analysis of data/reporting to optimize processes and way of work.

**Requirements**:

- Relevant tertiary qualification, preferably Actuarial Sciences or equivelant.
- Investment management/ statistics /mathematics (advantageous).
- Minimum of four years relevant investment administration experience.
- Extensive product - and tax impact knowledge essential.
- Microsoft Office / Excel (advanced) / Word, Outlook, PowerPoint (intermediate).

**Duties & Responsibilities**

**Operational | Day-to-day legendary service delivery | 80% of time focus | **Enable legendary service delivery of the highest quality within your area of responsibility**

With us it is personal and so we will require you to:

- Receiving, investigating, and correcting errors on individual investments or on bulk level (unit adjustments, tax calculations, rebalancing and restructuring of multi-manager funds, price corrections and commission corrections).
- Effective and efficient communication of analysis, to relevant stakeholders.
- Complete monthly root cause analysis for distribution to relevant stakeholders.
- Collaboration between administration platforms, product development teams and IT to make sure that recurring errors are addressed.
- Evaluation of current process and suggestions on process efficiencies in line with business objectives.
- Collaboration within the technical team to ensure that all requests are effectively resolved within service level agreements.
- Transferring of and assisting with technical knowledge within the technical team and key role players (Marketing, Legal, Learning and Development, Tax, etc.).
- Process all daily tasks accurately and within the agreed SLA (Alterations, Service Queries, Broker License Queries, General system Queries & Processes Documentation) Support Teams in Problem Solving and Resolve Queries (Escalations, Operational Support, Commissions Support, Technical Team & Corrections, Wealth Service & Other Product Houses for Clients or Brokers who have Wealth Contracts (STI, Investo, Myriad & Annuities).
- Systems & Projects (Strategic Objectives).
- Participation in Projects, Enhancement of Wealth System Active participation in system development and automation projects Ad Hoc & Continuous Projects New & Old (Monthly P&L Incidents Report & Escalations, Fees, Corrections/Fixes, Adjustments).
- Process (Operational Objectives).

**Competencies**
- ** Business acumen **| Understands how the business operates, what the key issues and risks are that drives business success, and how they impact on the commercial viability of potential ventures and the profitability of the commercial viability of potential ventures and the profitability of the Group.
- ** Client/Stakeholder commitment **| Anticipates, meets, and exceeds Stakeholders needs by creating long lasting relationships that support the client value proposition, supports their financial wellness, and ensures client centricity.
- ** Drive for results **| Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.
- ** Leads change and innovation **| Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- ** Collaboration **| Prioritizes the business interests of Momentum Metropolitan and invests in the success of the Group by aligning effort across divisions.
- ** Impact and influence **| Persuade, convinces, influences, and inspires others, both within Momentum Metropolitan and externally to win support, loyalty, and gain commitment to the purpose of the Group.
- ** Self-awareness and insight **| Manage self and relationships with others effectively and provides perspective in difficult situations.
- ** Diversity and inclusiveness **| Are sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

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