To drive the timeous execution of the day-to-day services in specific Client Delivery unit through increased operational efficiency and improved client experience. To identify and mitigate operational risk/issues through the collaboration with relevant servicing teams by managing exceptions and timeous engagement with clients.
Job Responsibilities
- Manage the overall objectives and drive operational efficiency in the fulfillment if specific Client Delivery unit execution deliverables.
- Strengthen team participation through effective collaboration within the Client Delivery unit and across the portfolio value chain.
- Support management by leveraging unique product SME knowledge and experience in optimizing and investing in key technology, systems and processes to continuously drive efficiencies and future market initiatives.
- Ensure a gold standard client experience by managing the execution obligations within the product portfolio.
- Ensure seamless client experience through efficient and reliable services by prioritizing high value clients.
- Identify and resolve client pain points through the engagement and escalation to management.
- Ensure exceptions are identified, tracked, resolved and communicated to the senior portfolio specialist.
- Support opportunities to improve business processes, systems and digitization by implementing effective ways to operate within the business unit.
- Stay abreast with current rules and regulations and contribute to the crafting of procedures, standard and processes.
- Matric / Grade 12 / National Senior Certificate
Bachelor of Commerce in Finance, Accounting or Economics.
Strate/ JSE certification
Minimum Experience Level
3- 5 years' experience in Financial Services focused on Middle Office, Client Support Operations.
Technical / Professional Knowledge
- Administrative procedures and systems
- Microsoft Office
- Relevant regulatory knowledge
- Business writing skills
- Financial Acumen
- Product Knowledge
- Analytical Skills
- Knowledge of risk
- Relevant system knowledge
- Accounting skills
- Communication
- Continuous Learning
- Collaborating
- Decision Making
- Initiating Action
- Innovation
- Work Standards
- Managing Work
