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Client Services Manager
4 weeks ago
Gauteng, JHB - Northern Suburbs
- R540 000 Annually Cost To Company (Negotiable)
Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company.
**Qualifications and Experience**:
- Matric **essential**:
- BCom Business/ Administration/ Marketing/ Finance/ Investments or related Degree **essential**:
- Hons Degree **advantageous**:
- Knowledge of systems such as Xero/ Pastel, and bulk trading** essential**:
- Category III Financial Services Provider Financial Management, Team Management **advantageous**
**Overview**
- To oversee and manage the day-to day operational and financial administrative duties primarily the processing of bulk instructions, banking transactions, reconciliations and operational and client service duties
- Overseeing and managing instruction approvals, tasks and questions from administrators and management
- Identifying and resolving training needs and gaps of the team and the ensuring daily internal controls are followed
- Reporting, ad hoc business projects and testing, escalations/complaints feedback/resolution, and any other related duties
**Duties**:
- Oversee the take-on processes for new clients
- Banking, Trading, settlement and Recon investments
- UT & ETF distributions
- Excel reports
- System reports to Manco’s /IFAs
- Escalation of telephonic queries
- Web portal and sales force support
- New product development products
- UT and ETF distribution assitance and approval
- Assist with regulatory reports sumissions as and when required
- Manage general daily operational capacity planning / team roster
- Regular checks on backlogs / team up to date with their duties
- Assist senior management with preparation of reports, or any day to day tasks/adhoc projects
- Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve queries
- Assist management with SLA, fund loading, price queries.
- TAU system /deployment testing as and when required
- Oversee team’s JIRA workflow checking, capturing, follow-up and maintaining
- Ensuring adherence to SLAs and accuracy of instructions
- Identify and assist with team training needs and updating training registers
- Client service quality assurance and feedback
- Structured Product Listings and BND report
- Structured Product Maturity calculations and distribution to team members for capturing
For more information please contact:
- Crystal Willis
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