Client Services Manager - Johannesburg
Smith Garb
Reference: JHB007273-CW-1Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company. 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 Manco’s /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/Manco’s 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 team’s 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 R540 000 - Annually
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