Service Support Specialist – Gain Investment Product Expertise & Become Investment Platform Specialist - Cape Town (Southern Suburbs), R370k/annum
Exciting opportunity for a CUSTOMER CENTRIC INVESTMENT SUPPORT SPECIALIST to join a newly established Investment Business. You will become an INVESTMENT PRODUCT EXPERT within the organization, providing insights to Advisors and Clients and processing transactions using a customer centric approach.
This Service Support Specialist is Cape Town, Southern Suburbs based and is paying R370k/annum
As Investment Support Specialist, you will need to have a strong understanding of investment products and the competitive landscape for this platform to provide expert advice and insights to advisor and clients. You will need to process transactions using a customer centric approach and in accordance with the financial services regulations. You will be responsible for quality checking to drive consistency and continual improvements and identifying, supporting and tracking progress of complex cases to ensure SLA's are met.
This newly established Investment business is backed by global technologies and modern processes and offers industry first investment solutions. This platform aims to introduce offshore and onshore investment solutions which will transform the Advisory & Investment markets in South Africa. They are backed by an award-winning asset manager who has provided investment solutions for over 30 years.
• Relevant Degree – Finance, Economics, Statistics, Investments
• 3+ years experience working as an Investment Support Specialist within a Financial Adviser Firm, Investment Platform business
• Experience Delivering Exceptional Customer Service
• Experience Building Strong Relationships