Description:
Now Hiring: Platform Specialist III – Client Services | Cape Town
An exciting opportunity has opened for an experienced Platform Specialist III to join a forward-thinking investment firm based in Cape Town . This permanent role is ideal for a client services expert who thrives in a fast-paced, high-performance environment and is passionate about delivering exceptional service to advisers and clients.
This role offers the chance to work closely with key stakeholders, build and strengthen adviser relationships, and become the primary point of contact for premier advisers in the region.
Role Summary
The Platform Specialist is responsible for supporting clients and advisers with expert-level guidance across platforms, ensuring a seamless service experience. You will play a key role in driving adviser retention, resolving complex queries, onboarding new users, and contributing to ongoing service innovation.
Key Responsibilities
Client Experience & Support
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Deliver top-tier client service via email, phone, and in-person engagements
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Onboard new advisers, assistants, and clients, ensuring a seamless and successful transition
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Generate and analyse reports to track service levels and implement corrective action where necessary
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Provide expert support across investment platforms, products, and digital tools
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Maintain accurate records of all interactions and feedback in the CRM system
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Monitor and respond to product and system-related queries timeously and professionally
Relationship Management
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Build and nurture long-term relationships with clients, advisers, and internal departments
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Serve as the escalation point for complex or high-value client queries and complaints
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Engage premier advisers and support regional adviser activities and events
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Coordinate with external platforms and adviser offices to address client needs efficiently
Service Quality & Compliance
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Ensure strict adherence to internal service level agreements (SLAs)
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Uphold compliance with financial regulations and quality standards
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Use client feedback to suggest and implement service improvements
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Stay informed of industry trends, competitor movements, and asset class behaviours
Crisis Management
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Develop and implement procedures to handle escalated issues or disruptions
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Take ownership of client satisfaction during high-pressure or time-sensitive situations
Minimum Requirements
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Bachelor’s Degree in Business Management , Investment Management , or a related field
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6–8 years' experience in client services within the investment or LISP platform environment
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Strong understanding of LISP products , transfer processes, and the client journey
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Proficient in investment admin systems, CRM tools , and digital platforms
Key Competencies
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Strong analytical and problem-solving skills
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Excellent communication, interpersonal, and presentation abilities
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Relationship-first mindset with a high level of professionalism
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Strong organisational and project management skills
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Self-motivated and able to work independently as well as in a team
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Highly proactive, confident, and client-centric
Location : Cape Town, South Africa
Employment Type : Permanent
Salary : Market-related and commensurate with experience
Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.
Apply today — contact Lidene Pienaar at Hire Resolve or on LinkedIn
Visit: www.hireresolve.us
Send your CV to: financialcareers@hireresolve.za.com
We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, we’ll keep your CV on file and reach out regarding future opportunities.
Requirements:
-
Deliver top-tier client service via email, phone, and in-person engagements
-
Onboard new advisers, assistants, and clients, ensuring a seamless and successful transition
-
Generate and analyse reports to track service levels and implement corrective action where necessary
-
Provide expert support across investment platforms, products, and digital tools
-
Maintain accurate records of all interactions and feedback in the CRM system
-
Monitor and respond to product and system-related queries timeously and professionally
-
Build and nurture long-term relationships with clients, advisers, and internal departments
-
Serve as the escalation point for complex or high-value client queries and complaints
-
Engage premier advisers and support regional adviser activities and events
-
Coordinate with external platforms and adviser offices to address client needs efficiently
-
Ensure strict adherence to internal service level agreements (SLAs)
-
Uphold compliance with financial regulations and quality standards
-
Use client feedback to suggest and implement service improvements
-
Stay informed of industry trends, competitor movements, and asset class behaviours
-
Develop and implement procedures to handle escalated issues or disruptions
-
Take ownership of client satisfaction during high-pressure or time-sensitive situations
-
Bachelor’s Degree in Business Management , Investment Management , or a related field
-
6–8 years' experience in client services within the investment or LISP platform environment
-
Strong understanding of LISP products , transfer processes, and the client journey
-
Proficient in investment admin systems, CRM tools , and digital platforms
-
Strong analytical and problem-solving skills
-
Excellent communication, interpersonal, and presentation abilities
-
Relationship-first mindset with a high level of professionalism
-
Strong organisational and project management skills
-
Self-motivated and able to work independently as well as in a team
-
Highly proactive, confident, and client-centric