Description:
A leading financial services company is looking for an experienced Platform Specialist with strong experience in client services, preferably with LISP processes and products, to join their team in Cape Town . This is an exciting opportunity for a commercially astute Platform Specialist to drive exceptional client satisfaction, build strong relationships, provide expert guidance, and drive customer satisfaction. If you have experience in client services and a client-centric mindset, we want to hear from you!
Responsibilities:
- Generate reports to identify areas for improvement and implement corrective actions.
- Assist with onboarding new advisers, assistants, and clients.
- Stay informed about industry trends, market developments, and competitor activities.
- Uphold company policies and procedures, ensuring compliance with regulatory requirements.
- Manage and drive client and adviser events in the region.
- Manage inquiries on products, systems, and services.
- Maintain accurate records of client interactions, transactions, and feedback.
- Take responsibility for administrative correctness and adherence to service level agreements.
- Actively engage with clients and advisers, providing support via email, in-person meetings, or telephonically.
- Develop and maintain strong relationships with Client Services, External Platforms and Adviser Offices.
- Resolve escalated client issues promptly and effectively to maintain client satisfaction.
- Maintain agreed upon turnaround times on all administrative tasks.
- Monitor client feedback and implement improvements based on insights.
- Develop and implement crisis management procedures to minimize client dissatisfaction.
Requirements:
- Bachelor's degree in Business Management, Investment Management, or a related field.
- 6-8 years of experience in client services in a similar role.
- Knowledge of LISP processes and products.
- Proficiency in technology and software used in the investment management industry.
- Strong analytical and problem-solving abilities.
Contact Hire Resolve for your next career-changing move.
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Adrienne Steyn at Hire Resolve on adrienne.steyn@hireresolve.us or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com
Requirements:
- Generate reports to identify areas for improvement and implement corrective actions.
- Assist with onboarding new advisers, assistants, and clients.
- Stay informed about industry trends, market developments, and competitor activities.
- Uphold company policies and procedures, ensuring compliance with regulatory requirements.
- Manage and drive client and adviser events in the region.
- Manage inquiries on products, systems, and services.
- Maintain accurate records of client interactions, transactions, and feedback.
- Take responsibility for administrative correctness and adherence to service level agreements.
- Actively engage with clients and advisers, providing support via email, in-person meetings, or telephonically.
- Develop and maintain strong relationships with Client Services, External Platforms and Adviser Offices.
- Resolve escalated client issues promptly and effectively to maintain client satisfaction.
- Maintain agreed upon turnaround times on all administrative tasks.
- Monitor client feedback and implement improvements based on insights.
- Develop and implement crisis management procedures to minimize client dissatisfaction.
- Bachelor's degree in Business Management, Investment Management, or a related field.
- 6-8 years of experience in client services in a similar role.
- Knowledge of LISP processes and products.
- Proficiency in technology and software used in the investment management industry.
- Strong analytical and problem-solving abilities.
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Adrienne Steyn at Hire Resolve on adrienne.steyn@hireresolve.us or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com
29 Jul 2025;
from:
careers24.com