Ad is valid till: 31 October 2024
ID 924743

Specialist: Settlements

Job Purpose

To drive the timeous execution of the day-to-day services in specific Client Delivery unit through increased operational efficiency and improved client experience. To identify and mitigate operational risk/issues through the collaboration with relevant servicing teams by managing exceptions and timeous engagement with clients.

Job Responsibilities

  • Manage the overall objectives and drive operational efficiency in the fulfillment if specific Client Delivery unit execution deliverables.
  • Strengthen team participation through effective collaboration within the Client Delivery unit and across the portfolio value chain.
  • Support management by leveraging unique product SME knowledge and experience in optimizing and investing in key technology, systems and processes to continuously drive efficiencies and future market initiatives.
  • Ensure a gold standard client experience by managing the execution obligations within the product portfolio.
  • Ensure seamless client experience through efficient and reliable services by prioritizing high value clients.
  • Identify and resolve client pain points through the engagement and escalation to management.
  • Ensure exceptions are identified, tracked, resolved and communicated to the senior portfolio specialist.
  • Support opportunities to improve business processes, systems and digitization by implementing effective ways to operate within the business unit.
  • Stay abreast with current rules and regulations and contribute to the crafting of procedures, standard and processes.
Essential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
Preferred Qualification

Bachelor of Commerce in Finance, Accounting or Economics.

Strate/ JSE certification

Minimum Experience Level

3- 5 years' experience in Financial Services focused on Middle Office, Client Support Operations.

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Microsoft Office
  • Relevant regulatory knowledge
  • Business writing skills
  • Financial Acumen
  • Product Knowledge
  • Analytical Skills
  • Knowledge of risk
  • Relevant system knowledge
  • Accounting skills
Behavioural Competencies
  • Communication
  • Continuous Learning
  • Collaborating
  • Decision Making
  • Initiating Action
  • Innovation
  • Work Standards
  • Managing Work
Please contact the Nedbank Recruiting Team at +27 860 555 566
Occupation:
Finance jobs
Job location, contacts
Location:
Johannesburg
Gauteng
Company name:
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