Description:
Established and respected investment team seeks a Team Leader Investor Services. You'll be responsible for ensuring team work allocation, training and ensure the team meets client services levels in a professional and timely manner.Responsibilities:Lead team processing daily transactions accurately and timeously Manage queries and daily issues that arise Find efficient methods for the team to perform optimally Maintain relationships with internal and external clients and suppliers Manage and report on error rates, productivity levels, pending cases, follow ups, cost to backdate and exception reports Manage operational policies and procedures, implement SOP's Manage financial losses ensure accuracy and efficiency Provide on-going support to Investor Services ManagerEvaluate staff performance regularly, provide effective feedback Maintain positive work relationships with the team and stakeholders Monitor and measure production schedules and deliverables Manage daily transaction processingContribute to business planning Requirements: Minimum of tertiary financial qualification, Commerce, Investments, EconomicsMinimum of 3 - 5 years experience in leading a teams of client service consultants and administrators in a related environmentStrong understanding of the Unit Trust product market Advanced MS Excel skills,Strong leadership ability and influencing skillsHighly numerate, analytical and detailed orientatedExcellent communication and planning skillsResults driven and client focussedPlease note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.
10 Apr 2024;
from:
gumtree.co.za