Job Description

Job Summary A major key player in the Financial Services Provider (FSP) industry is seeking a highly motivated and experienced Platform Client Specialist II (LISP) to join their dynamic team in Port Elizabeth. This is an exciting opportunity for a client-centric professional to play a pivotal role in delivering outstanding service, supporting adviser relationships, and driving client satisfaction in a fast-paced investment platform environment. If you thrive in a service-focused role and have a strong understanding of LISP processes, this could be your next career move.
Responsibilities
1. Execution of Activities
Generate and analyze reports to drive performance improvements.
Assist in onboarding new advisers, assistants, and clients.
Stay current with industry trends and market developments.
Understand market dynamics and asset class behaviors.
Ensure compliance with internal policies and regulatory standards.
Plan and manage adviser and client events.
Address product, system, and service-related enquiries.
Maintain accurate client records in the CRM system.
Ensure adherence to service level agreements and administrative accuracy.
Provide client support through multiple channels (email, phone, in-person).
2. Relationship Management
Build and maintain relationships with clients, advisers, and internal teams.
Act as the escalation point for client issues and complaints.
Resolve client concerns promptly and professionally.
3. Service Quality
Adhere to agreed turnaround times for administrative tasks.
Use client feedback to drive continuous service improvement.
4. Crisis Management
Manage and resolve escalated issues efficiently.
Implement procedures to minimize client dissatisfaction during crises.
Focus support on a defined group of advisers to provide tailored service.
Requirements
Bachelor's degree in Business Management, Investment Management, or related field.
3 to 5 years in client services, ideally in a similar role.
In-depth understanding of LISP (Linked Investment Service Provider) processes and products.
Familiarity with operational systems and tools used in investment management.
Strong analytical and problem-solving capabilities.
Effective relationship management.
Excellent communication, presentation, and negotiation skills.
Strong organizational and project management abilities.
Capable of working both independently and collaboratively.
Client-focused mindset
Professional and confident demeanor
Proactive and self-motivated
Strong integrity and work ethic
Positive attitude and team-oriented
Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..
Benefits

• Competitive salary.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• Send me your CV on +27 63 584 7231 (Whatsapp)
• You can also visit the Hire Resolve website:

or email us your CV: * Please use "Client (LISP)" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
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Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.