This role utilises expert knowledge in the specific fields of client services / administration / product / process to resolve technical problems, usually in support of administrative queries/issues.
The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own time, tasks and output. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.
Duties and Responsibilities
-This role functions as a subject matter expert in a specific field of client services / administration / product / process. -Responsible to support and enable the Portfolio Management function to grow and retain market share; to enhance the customer experience; to retain the customer. -Deals with escalated client queries or complaints and resolves issues to completion. -Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators. -Responsible for managing reputational risk associated with complaints. -Resolves technical and complex problems, especially in support of administrative queries / issues. -Applies specialist knowledge in a focused role working with relatively complex information. -Deals with all client instructions, queries or complaints timeously and accurately. -Responsible for all administration functions around client onboarding and client disbursements. -Responsible for ensuring that service delivery to clients/intermediaries remains within business practice. -Facilitates problem solution across organisational boundaries. -To render an effective and efficient administrative service to clients. -Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS). -Strict adherence to regulatory requirements (FICA, FAIS). -Uses knowledge of products to secure an end to end finalisation of client instructions, queries or complaints. -Makes increased contribution by broadening individual skills. -Collaborates effectively with others to achieve personal results. -Accepts and lives the company values.
Ad
Qualifications and Experience
-Relevant Bachelor’s degree. -Minimum 5 years’ experience within the Asset management industry (advantageous). -Intermediate in MS Suite (Excel, MS Word and Outlook). -Good communication skills and are able to present ideas clearly (both written and verbal). -Ability to work under pressure. -A professional approach. -Attention to detail. -Accuracy. -Meets deadlines. -A team player with strong collaboration skills. -Proactive, confident and show initiative. -Excellent administrative, servicing, coordinating, support, relationship management and innovation skills. -Excellent problem solving skills. -Good understanding of Administration systems. -Sound Operational business knowledge.
