Client Service Administrator in Operations Team

6 months ago

Johannesburg, South Africa Onebase Systems Full time

Johannesburg

Embark on a rewarding career with Onebase, a dynamic financial data software services provider dedicated to transforming data to assist in decision-making for financial services businesses. Our mission is to distill intricate information from diverse sources into insightful reports, providing unparalleled service to our valued clients.

**Overview**:
As a Client Service Administrator in our Operations team, you will play a pivotal role in ensuring the seamless flow of financial data and delivering top-notch service to our clients. Your responsibilities will span a range of crucial activities, contributing to the success of our clients and the growth of Onebase.

**Key Responsibilities**:

- Precision in Data Delivery
- Execute data gathering, loading, and capture processes with meticulous attention to detail
- Guarantee the accurate and timely delivery of financial data to clients within agreed-upon timeframes
- Validate data integrity, troubleshoot discrepancies, and ensure data quality meets our high standards
- Client Onboarding Excellence
- Collaborate with the onboarding team to facilitate a smooth integration process for new clients
- Align with project scopes, ensuring that onboarding processes meets client expectations
- Act as a liaison between clients and internal teams to address onboarding challenges promptly and effectively
- Documenting Deliverables and Role
- Maintain comprehensive and up-to-date documentation of all client interactions, processes, and deliverables
- Create clear, concise, and user-friendly documentation for internal and external reference
- Regularly review and update documentation to reflect any changes in processes or client requirements
- Exceptional Customer Service
- Proactively engage with clients to understand their needs and expectations
- Respond to client queries promptly, demonstrating a deep understanding of their unique requirements
- Collaborate with cross-functional teams to resolve client issues and optimise the overall client experience

**Requirements**:

- Prior experience in the financial services industry
- Ideally, 2-3 years’ experience in a client service role
- Bachelor’s or College Degree in Technical, Business, Finance, Administration, or Communication (advantageous)

**Knowledge & Skills**:

- Proficient in Excel
- In-depth knowledge of the finance industry, including financial instruments, market dynamics, and industry trends
- Exceptional communication and client-servicing skills
- Analytical mindset with the ability to interpret complex financial data
- Strong time management skills, ensuring deadlines are consistently met
- Logical thinking and problem-solving abilities
- Unwavering attention to detail, minimizing errors and ensuring data accuracy
- Ability to thrive under pressure and navigate challenging situations
- Strong multitasking abilities to manage diverse client portfolios
- A continuous thirst for knowledge, staying abreast of industry developments
- A commitment to delivering the highest level of service with a proactive approach

**The ideal Client Services Administrator**:

- Team player, collaborating effectively with colleagues across departments
- Self-motivated, with a drive to excel in a dynamic work environment
- Independent, demonstrating initiative and taking ownership of tasks
- Diligent, consistently meeting high standards of work quality
- Persistent, pursuing solutions to challenges with determination
- Ambitious, aspiring to contribute to the success and growth of the company
- Adaptive and versatile, thriving in the challenges of a rapidly growing company
- Positive “can-do” attitude, fostering a constructive and supportive work environment

Join us in shaping the future of financial data services and be a key player in our commitment to excellence and client satisfaction.

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