Client Services Manager - - Johannesburg

Qualifications and Experience:

Matric essential
BCom Business/ Administration/ Marketing/ Finance/ Investments or related Degree essential
Hons Degree advantageous
Previous LISP experience, especially administration and client services which includes capturing and approval of applications, maintenance instructions, reporting and attending to escalated Manco, IFA and client queries
Knowledge of systems such as Xero/ Pastel, and bulk trading essential
Category III Financial Services Provider Financial Management, Team Management advantageous

Overview

To oversee and manage the day-to day operational and financial administrative duties primarily the processing of bulk instructions, banking transactions, reconciliations and operational and client service duties
Overseeing and managing instruction approvals, tasks and questions from administrators and management
Identifying and resolving training needs and gaps of the team and the ensuring daily internal controls are followed
Reporting, ad hoc business projects and testing, escalations/complaints feedback/resolution, and any other related duties

Duties:

Oversee the take-on processes for new clients
Banking, Trading, settlement and Recon investments
UT & ETF distributions
Excel reports
System reports to Mancos /IFAs
Escalation of telephonic queries
Escalation of email queries
Web portal and sales force support
New product development products
UT and ETF distribution assitance and approval
Assist with regulatory reports sumissions as and when required
Manage general daily operational capacity planning / team roster
Regular checks on backlogs / team up to date with their duties
Assist senior management with preparation of reports, or any day to day tasks/adhoc projects
Interact with clients/IFAs/Mancos to confirm/assist with client investments/resolve queries
Assist management with SLA, fund loading, price queries.
TAU system /deployment testing as and when required
Oversee teams JIRA workflow checking, capturing, follow-up and maintaining
Ensuring adherence to SLAs and accuracy of instructions
Identify and assist with team training needs and updating training registers
Client service quality assurance and feedback
Structured Product Listings and BND report
Structured Product Maturity calculations and distribution to team members for capturing