Job Purpose
Responsible for facilitating efficient client administration and document management. The jobholder is responsible for client correspondences, data capture and document management n to ensure efficiency, timeliness and effective client servicing.
Key Responsibilities
Review of contract notes, statements, business confirmations/appreciations and all client correspondences.
Coordinate all client communications on mails, verbal and hard copy correspondences to ensure efficiency, timeliness and maintenance of high standards and thus achieve maximum client satisfaction, loyalty and thus retention.
Handle HNW client correspondences to ensure immediate response time and action.
Review email and post statements and the contract notes and receipts on weekly basis.
Review of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management.
Prepare reports on client complaints and general client administration issues.
Support AMC UG as per the hub and spoke model.
Delegated Authority: As per the approved Delegated Authority Matrix.
Key Performance Measures
As described in your Personal Scorecard.
Knowledge, Experience And Qualifications Required
Bachelor’s degree in a business related field.
4-6 years’ experience in a similar position.
Professional certification in accounting (CPA part 2).
Technical/ Functional Competencies
Knowledge of investment classes.
Effective negotiation skills.
Excellent organizational and analytical skills.
Report writing skills.
Leadership Category Responsibility Framework (Core Competencies)
Emerging Leaders in Britam need to:
Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
Ensure that department priorities are adhered to and effectively communicated.
Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
Embody a high performance, proactive culture.
Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
Effectively set and monitor priorities and objectives for more junior staff.
Understand and communicate objectives in relation to the larger organizational impact.
Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
Appropriately model the company values while setting the pace and energy for delivering.
Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
Provide access to accurate and consistent information and services across all channels.
Ensure a seamless experience for clients.
Improve service delivery for clients.
Engage in continuous brand building to become the trusted partners to clients.
Apply via :
britam.taleo.net
