Cape Town City Centre: PLATFORM SPECIALIST III

April 28, 2026 Jobs in Cape Peninsula

Job Description

About the Role

The Platform Specialist III role is a critical component of our Client Services team, responsible for ensuring seamless platform administration and exceptional client experiences. This position requires a highly skilled professional with extensive experience in client services and sales enablement.

Key Responsibilities

Generate reports to identify areas for improvement and implement corrective actions as needed.
Assist with onboarding new advisers, assistants, and clients, ensuring a smooth transition and successful adoption of our products and services.
Stay informed about industry trends, market developments, and competitor activities to anticipate client needs and identify opportunities for business growth.
Understand market conditions and the way different asset classes behave.
Uphold company policies and procedures, ensuring compliance with regulatory requirements and adherence to quality standards.
Manage and drive client and adviser events in the region.
Managing enquiries on products, systems, and services.
Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
Take responsibility for admin correctness, adherence to service level agreements, and accurate execution of business.
Actively engage with clients and advisers and provide support via email, in-person meetings or telephonically, and respond to queries accurately and timeously.

Requirements

Education: Bachelor’s degree in Business Management, Investment Management, or a related field.
Experience Required: 6-8 years experience in client services, with demonstrable sales enablement and pipeline management.
Knowledge: Strong understanding of LISP processes and products. Proficiency in operational technology and software used in the investment management industry.

Qualifications

Formal education/certifications not specified.

Salary & Benefits

Salary information not specified.

Note: The salary and benefits section was left blank as it was not mentioned in the original job description.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Sales Jobs in Cape Town Region

Cape Town’s sales landscape is shaped by the city’s strong economy, diverse industry base, and growing demand for innovative solutions. Typically, sales professionals in this region can expect to find opportunities across various sectors, including technology, financial services, manufacturing, and e-commerce. Generally, these roles require a combination of interpersonal skills, business acumen, and technical knowledge to drive revenue growth and customer satisfaction.

In terms of compensation, salaries for sales positions in Cape Town vary widely depending on factors such as experience, company size, industry sector, and individual performance. Typically, common salary ranges for entry-level sales roles start around R200 000 – R400 000 per annum, with experienced professionals earning upwards of R600 000 – R1 million or more. However, it is essential to note that these figures are broad estimates and may not reflect actual salaries for specific job openings.

Common skills required for success in sales roles include strong communication and interpersonal skills, the ability to build rapport with customers and stakeholders, a solid understanding of industry trends and market dynamics, and proficiency in CRM software and sales tools. Often, sales professionals also benefit from technical knowledge in areas such as data analysis, marketing, or product development. In addition, many employers place a high value on sales candidates with strong business acumen, problem-solving skills, and the ability to work independently.

Sales roles can be found across various industries, including technology, financial services, manufacturing, and e-commerce. The financial services sector, for example, commonly employs sales professionals to build relationships with clients and promote financial products. Similarly, the technology industry often requires sales talent to drive revenue growth through product sales and partnerships. Manufacturing and e-commerce sectors also frequently rely on skilled sales professionals to expand their customer base and increase market share.

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Career development opportunities are available in sales roles, with many employers investing in training and development programs to enhance employee skills and knowledge. Typically, successful sales professionals can expect to progress to leadership roles or transition into specialized areas such as account management, business development, or sales strategy. With experience and a strong track record of performance, sales talent can also pursue opportunities in related fields such as marketing, product management, or entrepreneurship.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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