Now Hiring: Platform Specialist III Client Services | Cape Town

An exciting opportunity has opened for an experienced Platform Specialist III to join a forward-thinking investment firm based in Cape Town. This permanent role is ideal for a client services expert who thrives in a fast-paced, high-performance environment and is passionate about delivering exceptional service to advisers and clients.

This role offers the chance to work closely with key stakeholders, build and strengthen adviser relationships, and become the primary point of contact for premier advisers in the region.

Role Summary

The Platform Specialist is responsible for supporting clients and advisers with expert-level guidance across platforms, ensuring a seamless service experience. You will play a key role in driving adviser retention, resolving complex queries, onboarding new users, and contributing to ongoing service innovation.

Key Responsibilities

Client Experience & Support

• Deliver top-tier client service via email, phone, and in-person engagements

• Onboard new advisers, assistants, and clients, ensuring a seamless and successful transition

• Generate and analyse reports to track service levels and implement corrective action where necessary

• Provide expert support across investment platforms, products, and digital tools

• Maintain accurate records of all interactions and feedback in the CRM system

• Monitor and respond to product and system-related queries timeously and professionally

Relationship Management

• Build and nurture long-term relationships with clients, advisers, and internal departments

• Serve as the escalation point for complex or high-value client queries and complaints

• Engage premier advisers and support regional adviser activities and events

• Coordinate with external platforms and adviser offices to address client needs efficiently

Service Quality & Compliance

• Ensure strict adherence to internal service level agreements (SLAs)

• Uphold compliance with financial regulations and quality standards

• Use client feedback to suggest and implement service improvements

• Stay informed of industry trends, competitor movements, and asset class behaviours

Crisis Management

• Develop and implement procedures to handle escalated issues or disruptions

• Take ownership of client satisfaction during high-pressure or time-sensitive situations

Minimum Requirements

• Bachelors Degree in Business Management, Investment Management, or a related field

• 68 years’ experience in client services within the investment or LISP platform environment

• Strong understanding of LISP products, transfer processes, and the client journey

• Proficient in investment admin systems, CRM tools, and digital platforms

Key Competencies

• Strong analytical and problem-solving skills

• Excellent communication, interpersonal, and presentation abilities

• Relationship-first mindset with a high level of professionalism

• Strong organisational and project management skills

• Self-motivated and able to work independently as well as in a team

• Highly proactive, confident, and client-centric

Location: Cape Town, South Africa
Employment Type: Permanent
Salary: Market-related and commensurate with experience

Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.

Apply today contact Lidene Pienaar at Hire Resolve or on LinkedIn
Visit: www.********.co.za
Send your CV to: *****@*****.co.za

We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, well keep your CV on file and reach out regarding future opportunities.

A leading financial services company is looking for an experienced Platform Specialist with strong experience in client services, preferably with LISP processes and products, to join their team in Cape Town. This is an exciting opportunity for a commercially astute Platform Specialist to drive exceptional client satisfaction, build strong relationships, provide expert guidance, and drive customer satisfaction. If you have experience in client services and a client-centric mindset, we want to hear from you!

Responsibilities:

• Generate reports to identify areas for improvement and implement corrective actions.
• Assist with onboarding new advisers, assistants, and clients.
• Stay informed about industry trends, market developments, and competitor activities.
• Uphold company policies and procedures, ensuring compliance with regulatory requirements.
• Manage and drive client and adviser events in the region.
• Manage inquiries on products, systems, and services.
• Maintain accurate records of client interactions, transactions, and feedback.
• Take responsibility for administrative correctness and adherence to service level agreements.
• Actively engage with clients and advisers, providing support via email, in-person meetings, or telephonically.
• Develop and maintain strong relationships with Client Services, External Platforms and Adviser Offices.
• Resolve escalated client issues promptly and effectively to maintain client satisfaction.
• Maintain agreed upon turnaround times on all administrative tasks.
• Monitor client feedback and implement improvements based on insights.
• Develop and implement crisis management procedures to minimize client dissatisfaction.

Requirements:

• Bachelor’s degree in Business Management, Investment Management, or a related field.
• 6-8 years of experience in client services in a similar role.
• Knowledge of LISP processes and products.
• Proficiency in technology and software used in the investment management industry.
• Strong analytical and problem-solving abilities.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Lidene Pienaar at Hire Resolve on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.