Purpose of the Role:

Ensure exceptional client and adviser experience through efficient, effective and personalised servicing. Building a high performing team who are focused on making it easy to do business with us (within the rules) with a focus on continuous improvement of people, processes and systems to deliver a great client experience and continuously improving our service offering. To motivate and lead a team to success


Duties and Responsibilities:

  • Active management of daily team functions and responsibilities through driving optimal levels of efficiency, quality and productivity, and in contributing to the creation of optimal client experience
  • Positively influencing team morale, commitment and engagement
  • Effective performance management through setting and assessing team standards and in addressing non-adherence
  • Continuously assess people, processes and systems to identify areas for improvement and initiating change initiatives
  • Manage change regarding new products, legislation, processes etc.
  • Support reporting and business intelligence for the operations area, analysing data to build business reports
  • Build and maintain relationships with internal and external clients and stakeholders
  • Collaborate effectively with peers to achieve business results
  • Take up and resolve administrative and service issues that hinder good relations and issuing of business
  • Effectively and efficiently manage and resolve escalations
  • Pro-actively identify operational risk



  • Minimum of Grade 12
  • Relevant tertiary qualification or equivalent is preferable – Bachelors Degree or Diploma


Skills/Competencies and Experience:

  • 3 – 5 years’ experience within the financial services / LISP / Asset Management industry
  • Minimum 3 years proven people management experience
  • Knowledge of Investment Platform industry with understanding of all applicable regulations: FICA, FAIS, FSB sub category licensing, TCF, Section 14, Section 37C and other relevant legislation frameworks
  • Knowledge and experience in administration processing environments
  • Proven ability to affect change and improve effectiveness through analysis, innovation, people buy-in and leadership by example
  • Systems knowledge on MS Office with a CRM system exposure as an advantage


Key Competencies:

  • Leadership qualities
  • Accountability
  • Effective communication (written and verbal)
  • Analytical thinking
  • Client centricity
  • Building and maintaining relationships
  • Resilience
  • Results driven
  • Business acumen


Key Success Measurement:

  • Lead team to achieve success through improved proficiency in delivery of tasks and excellent client experience
  • Empower team with knowledge; learning and effective performance management
  • Create an environment to energize and motivate team to work co-operatively and competitively with others to achieve a common work-related goal


Employment Equity:

  • Preference will be given to applicants from designated groups

To apply for this job email your details to jackie@asearch.co.za

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