escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and will be key metrics to be focused on. Attrition management will be a prime deliverable QUALIFICATIONS Should Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a manner and zeal for continuous improvement • People management skills • Ability to coordinate and liaison with
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Wealth and Investment Manager to join their dynamic team in Cape Town. This is advisors with the investment planning processes and services offered to a practice based in the UK and South responsibility for the delivery of high quality and efficient professional end-to-end customer services and related ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth
escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and will be key metrics to be focused on. Attrition management will be a prime deliverable QUALIFICATIONS Should Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a manner and zeal for continuous improvement • People management skills • Ability to coordinate and liaison with
allocation and reconciliation Manage Daily Banking Issuing Credit notes Managing customer enquiries and account
manner. Prepare invoices, handle bank deposits, and manage collections. Reconciliation: Perform monthly, quarterly statements, and other reports as required by management. Compliance: Ensure compliance with federal, collaborate with auditors. Software and Systems Management: Use accounting software (e.g., QuickBooks, Sage)
Reconciliation:
Compliance:
Software and Systems Management:
Deadline driven. Attention to detail. Strong project management skills. Non-negotiable requirements: Sound IFRS forecasts. Profit and Loss, Cash flow and KPI management. Budgeting and forecasting. Financial Analysis
with the finance team and report to the Finance Manager. Full-time hours are expected during the duration