Specialist, Client Experience

Business Segment: Insurance & Asset Management
Location: ZA, WC, Cape Town, Protea Road
Ensuring a holistic client service and relationship maintenance to Stockbroking clients and Portfolio Managers. Taking responsibility for the day-to-day operations of the business, including post trade settlements and client administration, local and offshore. Prioritise and improve operational efficiency and client experience within the local context to achieve strategic priorities.
Qualifications
Bachelors Degree in Business CommerceStockbroking, JSE Exams3-4 years experience supporting Business, with the ability to demonstrate experience in managing a broad range of projects to completion to achieve defined business objectives or metrics.3-4 years experience supporting Business, with the ability to manage competing demands and work under pressure; can apply periodisation and negotiation to manage delivery and stakeholder expectationsInvestments or Stockbroking experience preferred Additional Information Adopting Practical ApproachesExamining InformationDocumenting FactsArticulating InformationInteracting with PeopleBusiness Metrics: Applies knowledge of business and the marketplace to advance the organisation's goals. Has a sophisticated grasp of business drivers, finds new ways to increase own contribution. Stays attuned to business and industry changes, ensures own activities remain aligned to key objectives.Business Acumen: Understand the Banking, Brokerage or Asset Management industry and the impact that the economic and regulatory environment have on the organisation. Apply this knowledge in the assessment of risks and recommend appropriate control and quality frameworks.Project Management: Ability to plan, initiate, execute, control and close projects related to a relevant function.Business Communication: The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes.Risk / Reward Thinking: Ability to provide due consideration to risks, rewards and the cost of control measures in evaluating business opportunities, process and system changes.
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