Client Service Team Leader

A growing investment administrator is looking for a Client Service Team leader to join their team.

Job Description:

The team leader is ultimately responsible for the management of exceptions within the Unit Trust and LISP (Discretionary and Life and Retirement) operational areas. This is carried out through the effective management of a small team responsible for the resolution of exceptions and corrections on a day-to-day basis.
The role requires a passion for exceptional service delivery, a strong sense of ownership and responsibility for service exceptions and a solid understanding of the client and financial impacts of service failures.
The team leader carries the responsibility of embedding processes and controls within the operational areas to ensure mitigation of identified risks and the measurement of the effectiveness of those controls. Along with management information reporting on exceptions and risk mitigation.
The successful candidate needs to be passionate about understanding the root cause of any process or service failure and ensuring holistic improvements and controls are in place to manage day-to-day operational processes and to prevent recurrence of errors.

Job Responsibilities:

Leading a small team of administrators responsible for exceptions and corrections
Defining and implementing Service Level Agreements and processes
Driving down the number of errors

Adhoc and monthly client reporting
Responsible for performance management reporting
Working closely with the Client Solutions team to deliver system changes where necessary
Day-to-day management of team deliveries
Day-to-day team management
Ongoing development of team members
On-the-job training of team members
Requirements:

At least 5 years’ experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration
Strong understanding of the end-to-end administration processes, including finance, trading / bulk orders and tax reporting
Experience in error corrections – calculations, client communication, management to completion and reporting
Process implementation
Proven track record of driving and implementing improvements
Advanced Excel skills
Relevant tertiary qualification or studying towards one
Attention to detail
Client entric
Proactive, a sense of urgency and outcomes driven
Professional, with excellent communication and stakeholder management skills
Strong relationship building skills
Unquestionable integrity
Knowledge of Flexcube, Bizargi or Digiata
EE candidates will be given preference
Salary market related
Southern Suburbs


Apply Here http://bit.ly/2vFZPjZ

Job id : , #68955, 7 views,

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