Job Purpose

To drive the timeous execution of the day-to-day services in specific Client Delivery unit through increased operational efficiency and improved client experience. To identify and mitigate operational risk/issues through the collaboration with relevant servicing teams by managing exceptions and timeous engagement with clients.

Job Responsibilities

Manage the overall objectives and drive operational efficiency in the fulfillment if specific Client Delivery unit execution deliverables.
Strengthen team participation through effective collaboration within the Client Delivery unit and across the portfolio value chain.
Support management by leveraging unique product SME knowledge and experience in optimizing and investing in key technology, systems and processes to continuously drive efficiencies and future market initiatives.
Ensure a gold standard client experience by managing the execution obligations within the product portfolio.
Ensure seamless client experience through efficient and reliable services by prioritizing high value clients.
Identify and resolve client pain points through the engagement and escalation to management.
Ensure exceptions are identified, tracked, resolved and communicated to the senior portfolio specialist.
Support opportunities to improve business processes, systems and digitization by implementing effective ways to operate within the business unit.
Stay abreast with current rules and regulations and contribute to the crafting of procedures, standard and processes.

Essential Qualifications – NQF Level

Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Bachelor of Commerce in Finance, Accounting or Economics.
Strate/ JSE certification

Minimum Experience Level

3- 5 years’ experience in Financial Services focused on Middle Office, Client Support Operations.

Technical / Professional Knowledge

Administrative procedures and systems
Microsoft Office
Relevant regulatory knowledge
Business writing skills
Financial Acumen
Product Knowledge
Analytical Skills
Knowledge of risk
Relevant system knowledge
Accounting skills

Behavioural Competencies

Communication
Continuous Learning
Collaborating
Decision Making
Initiating Action
Innovation
Work Standards
Managing Work

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