Job Board

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
Contract Type: Permanent
Location: Johannesburg
Salary: R500k/annum CTC
Contact Name: Ashleigh Watermeyer
Contact Email:
Job Published: July 11, 2019 11:26

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.
If you qualify for this role, please email your CV directly to:
Ashleigh Watermeyer or ash [at]
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We appreciate every application and we do give each due consideration but if you have not had a response to your application within 14 days please consider it unsuccessful. To help us respond swiftly, please ensure you have read the requirements and ensure that your application contains the relevant details for the position you are applying for.