Psp Service Specialist

3 months ago

Centurion, South Africa Momentum Investments Full time

**Introduction**
- Through our client-facing brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- As a Personal Share Portfolio (PSP) Service Specialist within the Platform Operations team, your primary responsibility will be to enhance the operational and service experience by ensuring the delivering of exceptional PSP administration services. This role demands meticulous attention to detail, and accountability, alongside a commitment to providing exceptional service in a fast-paced, deadline-oriented environment. You will be responsible for ensuring data accuracy, validity, and completeness, with timely receipt and processing. Additionally, you will be expected to build strong relationships with internal stakeholders as well as PSP providers’ operational teams and possess a deep understanding of the interconnected processes and data within the value chain.**Requirements**:
**Experience and Qualifications**:

- Relevant degree in Investment Management, Financial Markets, Finance, Accounting, or related field. A post-graduate degree or qualification or studying towards it would be an advantage.
- 3-5 years of experience in a share account administration role or similar role within the financial services industry.
- Share account administration, stockbroking, unitisation, or trade desk experience and clear understanding of how this works across the full value chain.
- Experience with trading platform, processes, and systems.
- Demonstrated experience collaborating with multiple stakeholders to understand business processes, deliver excellent service and build strong relationships.
- Knowledge of compliance and regulatory requirements in the financial services industry.

**Duties & Responsibilities**

**Workflow management**:

- Take on responsibility for ensuring that all incoming workflow items are dealt with in line with the turnaround’s times and quality standards as per the Service Level Agreement.
- Prioritising tasks to ensure critical items are dealt with promptly.
- Provide daily reporting on work completed.
- Collaboration with other teams to streamline workflow processes.

**Provider onboarding and maintenance**:

- Building and maintaining strong relationships with providers to ensure smooth onboarding and ongoing support.
- Facilitate the onboarding process for new providers and client accounts.

**Trade Execution and Settlement**:

- Facilitate the execution of PSP investment and withdrawal instructions on behalf of clients.
- Ensure that these transactions are accurately recorded and settled within the required timelines.

**Portfolio Management Support**:

- Maintain accurate records of client portfolios, including transaction histories, current holdings, and cash balances.
- Monitor portfolio volumes and provide data to stakeholders.
- Ensure that assets used in portfolios are permissible according to the Investment Management Agreement and take remedial action if not.

**Corporate Actions**:

- Assist providers with the required corporate actions reporting such as dividends, stock splits, mergers, rights issues, and other events that impact the securities held in portfolios.
- Ensure that these actions are correctly processed and reflected in client portfolios.

**Reconciliation**:

- Perform daily, weekly, or monthly reconciliations of transactions, both cash and holding, and affected security or cash balances records to transactional to ensure transactional data accuracy.
- Identify and resolve discrepancies in portfolio data promptly.

**Reporting**:

- Generate and distribute regular reports on portfolio performance, asset allocation, and transaction activity to clients, portfolio managers, and other stakeholders.
- Prepare regulatory and compliance reports as required.
- Track and report on all PSP providers’ adherence to the Service Level Agreement between Momentum and the provider.

**Data Management and Integrity**:

- Maintain up-to-date and accurate data on all portfolio activities, ensuring the integrity of information in the system.
- Monitor and verify the accuracy of data from third-party providers, such as custodians and market data vendors.

**Client and Stakeholder Communication**:

- Act as a point of contact for client queries and escalations related to their portfolios, providing timely and professional responses and first-time resolution.
- Establish productive and professional relationships with all stakeholders such as portfolio managers, custodians, brokers, and other internal or external stakeholders to facilitate smooth operations.

**Compliance and Regulatory Adherence**:

- Ensure that all portfolio administration activities comply with relevant regulatory requirements and internal policies.
- Stay updated on changes in market regulations that may affect port

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.- **Role Purpose** - The Service...

  • IT Support Specialist

    3 weeks ago

    Centurion, Gauteng, South Africa The South African Weather Service Full time

    Job Title: IT Support SpecialistWe are seeking a highly skilled and motivated IT Support Specialist to join our team at The South African Weather Service.About the Role:The successful candidate will be responsible for providing technical assistance to staff on computing issues, maintaining user account details, and ensuring the network is up and running....

  • Information Technology Support Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa The South African Weather Service Full time

    Job Title: Information Technology Support SpecialistWe are seeking a highly skilled Information Technology Support Specialist to join our team at The South African Weather Service.About the Role:This is an exciting opportunity for a motivated and experienced IT professional to provide technical support and maintenance services to our staff. As an Information...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.- **Role Purpose** - As a Service...

  • Service Specialist

    3 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

  • Service Specialist

    4 weeks ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

  • Specialist Surface Observations

    6 months ago

    Centurion, South Africa The South African Weather Service (SAWS) Full time

    The South African Weather Service (SAWS) is a Section 3(a) public entity under the Ministry of Environmental Affairs and is governed by a Board. The organisation is an authoritative voice for weather and climate related services in South Africa and is a member of the World Meteorological Organisation (WMO) to fulfil a range of international obligations of...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Life Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Specialist Lightning Detection Network

    6 months ago

    Centurion, South Africa The South African Weather Service (SAWS) Full time

    The South African Weather Service (SAWS) is a Section 3(a) public entity under the Ministry of Environmental Affairs and is governed by a Board. The organisation is an authoritative voice for weather and climate related services in South Africa and is a member of the World Meteorological Organisation (WMO) to fulfil a range of international obligations of...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** The Service Specialist (Benefit and Claim Support) will handle precise operational support tasks related to technical transactional processing within RISO. This includes section 14 and 37 transfers, death claims, unit transfers, retirement income reviews, missing documentation requests, and general support for operational and...

  • Strategic Acquisition Specialist

    6 days ago

    Centurion, Gauteng, South Africa FACT Full time

    Job OverviewFACT is seeking a highly skilled Strategic Acquisition Specialist to join our team. As a key member of our procurement department, you will be responsible for ensuring the efficient execution of our corporate procurement plan.About the RoleWe are looking for a seasoned professional with a strong background in acquisition management, particularly...

  • Service Specialist

    6 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** The Service Specialist (Death Claims) will oversee the complete servicing of death claims (deceased estates) within the RISO business unit. This includes timely handling and support for claims received from various investment platform clients. Responsibilities encompass reviewing received death claims, soliciting missing...

  • Customer Service Liaison Specialist

    4 weeks ago

    Centurion, Gauteng, South Africa LuMac Recruitment and Consulting Full time

    Job DescriptionThe Customer Service Liaison Specialist will play a pivotal role in customer retention by addressing concerns and product issues, and by communicating in a professional, positive manner.You will apply your multitasking skills by listening and speaking to customers, navigating computers, and typing call documentation simultaneously. You will...

  • Cb&si Specialist: Service and Fulfilment

    4 months ago

    Centurion, South Africa Six Sense Full time

    A well-established business is seeking to appoint a CB&SI Specialist: Service and Fulfilment (Head Office) **Minimum Education and Experience**: - NQF Level 5 or a Relevant 3-year qualification: BTech in Accounting or Risk Management, Undergraduate Degree in Accounting / Commerce / Risk Management / Investment Management. - Post qualification experience...