Specialist: Operations & Service at Liberty Group South Africa

Purpose

• To provide support with planning, developing, and implementing an area of specialisation, for Operations and Key Account Management. To focus on delivery processes, methods, and techniques, as well as the breakdown of these to enable excellent service for our advisers.

Key Responsibilities

• To provide technical, operational, and administrative support for problems and incidents from the Key Accounts and Service Support teams, on a professional and consistent basis.
• Proactively identify problem areas, determine the cause and effect, and recommend the best option to implement corrective action.
• To research best practises and recommend enhancements to current organisational delivery processes.
• To build and maintain stakeholder relationships to facilitate expectation management, knowledge sharing and integration.
• Assist in the management of ad hoc projects affecting the business unit, e.g. regulatory reporting requirements.
• Accountable for the improvement of operational quality, service, and efficiency, continuously recommending improvements and reporting on these.

Minimum Qualifications

• Investment or Financial Degree - or equivalent

Experience

• Minimum 3-4 years’ experience in in an operations and/or service centre of an Investment/Platform Business
• Minimum 4-5 years’ experience with Pension, Provident, Unit Trust & Tax-Free Saving products and the financial rules that regulate these products.