Client Operations Manager (Insurance and Investments) - Cape Town Region
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Client Operations Manager to join their dynamic team in Cape Town. Position is Working Remotely. The Purpose of the Job: To assist financial advisors with operations and administrative services in their investment practice. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance client and team relationships. Th e ideal candidate: The ideal candidate should be someone with a growth mind-set, act professional and have meticulous attention to detail. The person should also be naturally process orientated, a self-starter and is able to work in a virtual team and also on his or her own. Requirements: Proficient in spoken English. Previous working experience in a senior role. Excellent written English is required and report-writing skills is a necessity. Proven track record in dealing with clients and team management. Financial Services Industry work experience. Minimums entry-level qualification equivalent to Grade 12 / NQF4 qualification. Financial Services Legislation: Knowledge of regulatory requirements, e.g. FICA, AML, and POPI and financial services industry environment Responsibilities: Process and execute financial advisor and client instructions whilst adhering to operational processes and minimizing operational errors (including new client business submissions, pension investment transfers and monthly fund switches). Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness and compliance with relevant legislation. Confirm and communicate all processed instructions to clients and financial advisers. Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses. Arrange annual client meetings and review client portfolio summaries prepared for meetings. Understand products and services offered by the business. Analyse monthly fund performances. Engage and manage other staff engagement with investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information as required. Support with annual due diligence reviews on platform and the annual re-balancing of fund portfolios. Responsible for insurance renewals. Maintain and update operations manual and relevant company policies. Co-ordinate, prepare and assist with SA and UK Compliance audits. Manage database with adequate, complete, valid and necessary records. Prepare and review meeting summaries for client meetings. Responsible for SA and UK Compliance Audits Managing team of administrators Please send your cv, qualifications, references, salary expectation and photo to: desmainevinerecruitment.co.za
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