Client Operations Specialist

4 days ago

Cape Town, Western Cape, South Africa TalentCru Full time
Job Title: Client Operations Specialist

We are seeking a highly skilled and organized Client Operations Specialist to join our team at TalentCru. As a key member of our operations team, you will be responsible for providing administrative support and ensuring smooth operational processes for client accounts.

Key Responsibilities:
  • Client Onboarding: Complete client onboarding, account setup, and maintenance of client information.
  • Operational Processes: Maintain and update standard Service Level Agreements (SLAs) and service standards, ensuring accurate and timely processing of client transactions.
  • Transitions: Complete client transitions, including terminations and asset transfers, managing end-to-end transition processes with clients and internally.
  • Additional Responsibilities: Coordinate overall management fee collection processes and interest claims, assist with client inquiries, and provide updates on the transition process.
Requirements:
  • Minimum of five years' experience in asset management portfolio administration, portfolio onboarding and transitions, client services, or a related operational role.
  • Strong technical knowledge of client administration transactions and financial instruments.
  • Familiarity with asset management operations, including cash flow processing, reconciliation, transitions, and portfolio administration.
  • Proficient in Excel (including formulas and data manipulation).
  • Proficient in Hi-Port or similar systems.
  • Understanding of segregated and unitized funds.
  • Knowledge of investment products and regulatory requirements in South Africa is advantageous.
Qualifications:
  • BCom, BCom Hons, or a similar qualification focusing on financial subjects or a related field.
Competencies:
  • Strong analytical and problem-solving skills.
  • Planning and organizational skills.
  • Quality orientation.
  • Attention to detail and accuracy when working with financial data and client information.
  • Results orientation.
  • Ability to collaborate effectively within a team environment.
  • Clear and concise communication skills, both written and verbal.

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and detail-oriented individual with a passion for asset management, we encourage you to apply for this exciting opportunity.

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