Financial Services Operations Specialist – Ballito or Mount Edgecombe
1 month ago
- Support Portfolio Managers with administrative tasks and client communication, ensuring timely and effective delivery of services.
- Coordinate with Advisor offices and central operations teams to ensure seamless execution of client instructions and queries.
- Apply product and process knowledge to finalize client onboarding and manage client relationships.
- Implement the client services experience as defined by the Head of Operations, ensuring high standards of customer care.
- Work closely with central operations to develop and implement administrative processes and controls in the office.
- Act as the primary point of contact for clients, providing efficient and effective solutions to their needs.
- Capture and maintain accurate client records, ensuring data integrity and compliance with legislative requirements.
- Prepare client briefs and schedule reviews, coordinating with central operations as necessary.
- Coordinate case-specific inquiries with internal and external product providers, ensuring timely and effective resolution.
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