PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City
Forming part of the Client Services Central Operations team of this highly Analyst experience gained within the Financial Services| Investment Industry
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Package on Offer!
Forming part of the Client Services Central Operations team of this highly reputable Analyst experience gained within the Financial Services| Investment Industry
knowledge on features and benefits of the company's services and offerings Knows and follows the defined processes/business and the company KPIs Ensuring data is captured correctly and supports the business rules Contingency for verbal and written Self-motivated and driven Client service orientated Strong organizational skills Keeps up Protection of Personal Information Act No. 4 OF 2013
the Protection of Personal Information Act (4 of 2013), hereinafter referred to as the “Act”. The SPAR information while in our possession and make corrections if necessary. You have the right to lodge a complaint
the Protection of Personal Information Act (4 of 2013), hereinafter referred to as the “Act”. The SPAR information while in our possession and make corrections if necessary. You have the right to lodge a complaint
Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors § Liaise with clients / regarding the correct implementation of instructions received to meet with our service delivery standards
Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors § Liaise with clients / regarding the correct implementation of instructions received to meet with our service delivery standards
expensed correctly to the correct expense and/or vehicle. Ensures all fuel is processed correctly and to the correct accounts. Reconcile vendor accounts on System to prepare for payments. Ensure correct reconciliation Reporting & Analysis Ensure legal entities are correct on Invoices and Statements. Follow up on outstanding different Departments. Ensure that invoices have been correctly processed on account where necessary. Send workflow
Group Strategy Advise on adjusting products and services and with developing solutions to support clients report writing skills. Change management. Client service principles Communication strategies Data, trend institutes, and governments Experience in financial services, sustainable finance or strategy consulting; and Protection of Personal Information Act No. 4 OF 2013
Group Strategy Advise on adjusting products and services and with developing solutions to support clients report writing skills. Change management. Client service principles Communication strategies Data, trend institutes, and governments Experience in financial services, sustainable finance or strategy consulting; and Protection of Personal Information Act No. 4 OF 2013