Financial Services Operations Specialist – Ballito or Mount Edgecombe

1 month ago


Durban, KwaZulu-Natal, South Africa Headhunters Full time
Key Responsibilities
  • 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.
Client Services
  • 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.
Operational Support
  • 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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