Job Description
About the Role
A leading financial services company is seeking an experienced Platform Specialist to join their team in Cape Town. The ideal candidate will have strong experience in client services, preferably with LISP processes and products, and a commercially astute approach to drive exceptional client satisfaction.
Key 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.
Qualifications
No formal education or certifications are required for this position.
Salary & Benefits
The employer is offering a highly competitive salary based on experience.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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