Eastern Cape: Platform Client Specialist II (LISP) posted by Hire Resolve

August 1, 2025 Jobs in Eastern Cape

Eastern Cape: Platform Client Specialist II (LISP) posted by Hire Resolve

Posted on 2025-08-01 00:00:00

Employer	Hire Resolve
Category	Customer Service
Location	Eastern Cape / Eastern Cape

Job Summary

A major key player in the Financial Services Provider (FSP) industry is seeking a highly motivated and experienced Platform Client Specialist II (LISP) to join their dynamic team in Port Elizabeth. This is an exciting opportunity for a client-centric professional to play a pivotal role in delivering outstanding service, supporting adviser relationships, and driving client satisfaction in a fast-paced investment platform environment. If you thrive in a service-focused role and have a strong understanding of LISP processes, this could be your next career move.

Responsibilities

1. Execution of Activities

Generate and analyze reports to drive performance improvements.
Assist in onboarding new advisers, assistants, and clients.
Stay current with industry trends and market developments.
Understand market dynamics and asset class behaviors.
Ensure compliance with internal policies and regulatory standards.
Plan and manage adviser and client events.
Address product, system, and service-related enquiries.
Maintain accurate client records in the CRM system.
Ensure adherence to service level agreements and administrative accuracy.
Provide client support through multiple channels (email, phone, in-person).

2. Relationship Management

Build and maintain relationships with clients, advisers, and internal teams.
Act as the escalation point for client issues and complaints.
Resolve client concerns promptly and professionally.

3. Service Quality

Adhere to agreed turnaround times for administrative tasks.
Use client feedback to drive continuous service improvement.

4. Crisis Management

Manage and resolve escalated issues efficiently.
Implement procedures to minimize client dissatisfaction during crises.
Focus support on a defined group of advisers to provide tailored service.

Requirements

Bachelors degree in Business Management, Investment Management, or related field.
3 to 5 years in client services, ideally in a similar role.
In-depth understanding of LISP (Linked Investment Service Provider) processes and products.
Familiarity with operational systems and tools used in investment management.
Strong analytical and problem-solving capabilities.
Effective relationship management.
Excellent communication, presentation, and negotiation skills.
Strong organizational and project management abilities.
Capable of working both independently and collaboratively.
Client-focused mindset
Professional and confident demeanor
Proactive and self-motivated
Strong integrity and work ethic
Positive attitude and team-oriented

View Job South Africa: Health & Safety Officer posted by Greys Recruitment

Please Note, if you don’t match the Requirements or Industry, you won’t be consider for this role..

Benefits

Competitive salary.
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on (***)***-****31 (Whatsapp)
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
- Please use “Client (LISP)“ as your subject line when applying via email
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

Click Go Apply to apply online!

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