Client Service Analyst – Transfer Agency at Prescient

Purpose of role:

• The CIS Transfer Agency Client Service teams provide excellent levels of client service to all clients in a timely and accurate manner. The team recognises its key position as the conduit between the client and the broader Prescient Fund Services operational teams. This position will act as a key point of contact to respond to client queries and the resolution thereof. You will form part of a large transfer agency operational team which is specifically focus on scaling up and improving efficiencies and delivery in the team.

Duties and responsibilities:

• Answer inbound calls and manage queries from direct clients, brokers and investment managers.
• Work closely with internal teams to resolve queries timeously, however, do not play a post-box role.
• Escalation of complex issues to relevant internal teams where required.
• Distribute Investor Statements on a daily, monthly and adhoc basis.
• Assisting and encouraging clients to utilise the Prescient Online Portal.
• Ensure adherence to SLA’s.
• Ensure deviations from SLA’s are rectified within agreed upon timeframes.

Required experience:

• Relevant experience of 3 years in a related client service query resolution position within Liability Administration/Asset management industry is essential.

Required Qualifications:

• Relevant tertiary qualification (or study towards) a BCom, BTech Commerce, Finance, Business Administration highly advantageous.
• Minimum Matric coupled with relevant industry relate courses (NQF 5 /6 equivalent).

Key competencies:

• Highly methodical and can work within specific processes and structure.
• Ability to work under limited supervision.
• Positive team player.
• Enthusiastic and client centric attitude.
• Excellent communication skills both written and verbal.
• Accuracy and attention to detail.
• Ability to work under pressure.
• Honesty and integrity.