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Client Service Team Lead - enable NEW client processes & policy’s - Join NEW LISP Investment Business . JHB, R500k p/a

Job Title: Client Service Team Lead - enable NEW client processes & policy’s - Join NEW LISP Investment Business . JHB, R500k p/a
Location: Johannesburg
Salary: R500k p/annum
Contact Name: Cara Schickerling
Contact Email:
Job Published: July 04, 2019 09:02

Job Description

 Excellent opportunity for a CLIENT SERVICE TEAM LEAD to  assist with the enablement of NEW CLIENT PROCESSES & POLICYS for a NEW LISP INVESTMENT Business that has recently been established by a TOP Asset management Firm.
YOU will be LEADING & GROWING a skilled CLIENT SERVICE SUPPORT TEAM and will be solely responsible for managing ALL workflow across this TEAM, CREATING a SOLID STRUCTURE to ensure that all SLA’S are achieved whilst instilling a CUSTOMER-CENTRIC approach into all team members.
This is one of those rare opportunities where YOU have the chance to be part of a NEW Business but still be supported by a recognised, leading Financial Services Brand.
Based in Johannesburg, this CLIENT SERVICE TEAM LEAD role is paying R500K P/A.
The Company:
This well-know, forward-thinking  Asset Manager has established a pioneering Retail Investment Platform Business ,backed by global technologies and modern processes , which is led by some of the TOP leaders in the Wealth & Investment Industry. Their Offshore & Onshore Investment Product offering is the FIRST OF ITS KIND in South Africa and YOU will be working for a company that is going to DEFINE the FUTURE OF INVESTMENTS 
The Role:
As the CLIENT SERVICE TEAM-LEAD you will be responsible for overseeing all Consultants work-flow, ensuring they are resolving client queries and processing transactions within pre-determined SLA’S. 
You will also be required to train new team members and assist them with any products, processes and system issues.
Excellent chance for you to motivate & inspire, driving through customer-centric approach into the team members and assisting this business in becoming the number one Investment Platform Business in SA.
Skills & Experience needed:
Degree or Diploma in Investment Management, Finance, Economics, Financial Planning or CFP would be preferred 
Solid LISP/ Investment Platform knowledge and experience 
Experience in leading a team within a customer-centric environment.
Solid experience in solving high-level customer queries. 
Experience working in a fast-paced , agile environment.
Excellent Problem – Solving skills.
Exceptional Communication skills.