Client Service Delivery Lead

4 days ago


Cape Town, Western Cape, South Africa DAV Professional Placement Group Full time

Key Responsibilities:

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  • Manage daily operational aspects of the environment
  • Support and mentor Client Relationship Managers (CRMs)
  • Monitor client satisfaction and implement strategies to improve it
  • Facilitate process and system enhancements
  • Develop and implement knowledge assessments for CRMs
  • Design and implement work methods to enhance service delivery
  • Collaborate with Retail Team Leaders to propel an efficient Retail operation
  • Engage with all Retail Teams to promote and encourage further progression of Retail culture
  • Assist with recruitment, candidate selection, and building a strong pipeline of CRMs
  • Deal with elevated client queries and escalations
  • Prepare and present daily stats and environment reports

About You:

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  • To be successful in this role, you will need to have excellent verbal and written communication skills, strategic client-focused mindset, and strong organizational skills.
  • You will also need to have the ability to lead, motivate, develop, and inspire people, as well as build sustainable business relationships.
  • You will be required to have advanced Excel skills and experience in the Linked Investment Service Provider (LISP) environment administration is preferable.
  • You will also need to have experience in the following Financial Services industries: LISP, Collective Investment Schemes, Retirement Funds, Linked Life Companies, and Exchange Traded Funds (ETFs).

Competencies:

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  • Able to lead, motivate, develop, and inspire people
  • Exceptional interpersonal skills
  • Excellent verbal and written communication skills
  • Strategic client-focused mindset
  • Ability to build sustainable business relationships
  • Strong organizational skills
  • Innovative with strong problem-solving capability
  • Self-motivated and proactive
  • Resilient
  • A distinct passion for helping and progressing people
  • Ability to manage multiple projects while prioritizing work assignments
  • Strong attention to detail


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