Jobs at Sygnia Asset Management

ROLE DESCRIPTION:

• Sygnia is the fastest-growing multi-management company in South Africa. Join this dynamic company by becoming a part of their Employee Benefits Administration team as an Employee Benefits Investment Fund Accountant. 

DUTIES AND DAILY RESPONSIBILITIES:

• Send the daily instructions to Platinum (automated) and manual instructions to the Institutional team/external managers.
• Ensure that transaction prices are received within a day and follow up and/or escalate where prices are not received within a day.
• Monitor that the correct amount is received and linked.
• Upload and/or approve the daily market transactions.
• Assist with internal reporting requests.
• Follow up the daily unallocated items relating to investments and ensure these are linked within 5 business days.
• Prepare Asset Liability Matching (ALM) reconciliations monthly and assist the team in ensuring that ALM reconciling items are resolved promptly and appropriately, preferably by the next month end.
• Ensure that the monthly transaction statements are received within 5 business days after month end and follow up and/or escalate where these are not received within 5 business days.
• Assist the fund accountants with audit preparations and working papers as requested by the fund accountants.
• Record all incidents promptly on the Incident Report
• Correct incidents promptly after obtaining approval for market corrections (where these are required).
• Ensure that all actions agreed upon, for the mitigation of further errors of that nature, have been put in place.
• On an ongoing basis, assess the processes and controls for appropriateness and efficiency.
• Identify improvements to reports/batches and escalate these to the fund accounting manager for escalation to EBTech.
• Manage the EB Investments mailbox to ensure that tasks are addressed within the required timelines and queries are responded to within 2 business days.
• Assist with other tasks pertaining to the investments team when instructed to assist by the Investments Team Leader.
• Request training/assistance promptly where a task is unfamiliar/where uncertain about to how to proceed.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Diploma/Degree Advantageous
• Minimum of 3 years’ experience in Employee Benefits
• Previous experience with umbrella fund administration and/or standalone retirement fund administration
• Working knowledge and experience of Everest (administration system) advantageous

COMPETENCIES REQUIRED:

• Strong attention to detail
• High level of numeracy and accuracy
• Good analytical/ problem-solving skills
• Good inter-personal skills
• Good communication skills, both written and verbal
• Proactive individual, who is willing take responsibility and accountability for allocated tasks
• Excellent organisational skills
• Ability to multi-task
• Ability to work under pressure
• Solid knowledge of the retirement fund industry and legislation

Deadline:13th April,2026

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The Role:

• The Client Service Manager is responsible for leading and managing the Retail business Client Service Centre (CSC). The role ensures the delivery of high-quality, efficient, and compliant client service across all client touchpoints, including internal stakeholders, existing and potential clients, financial advisors and assistants, and third-party vendors. The incumbent will drive service excellence, operational efficiency, and team performance while ensuring adherence to regulatory requirements and internal service standards. The Client Service Manager pursues new technological advancements to facilitate the automation and future AI integration prospects for the CSC. A critical component of the role is the development, coaching, and empowerment of the Team Leader, who directly manages the team of Client Relationship Managers (CRMs) who service direct clients, ensuring strong frontline leadership for the entire servicing team, and consistent high quality service delivery standards.

The duties and responsibilities of this position include (but are not limited to):

Leadership & Team Development

• Lead and manage the overall CSC structure, with a strong focus on building an effective leadership layer.
• Conduct regular one-on-ones with the Team Leader focused on:
• Mentorship and coaching
• Leadership capability
• Decision-making
• People and Performance management skills
• CSC operations
• Oversee the Team Leader’s management of:
• Attendance and workforce planning to meet service demand
• Regular team huddles and coaching
• Performance management of CRMs
• Foster a high-performance, client-centric culture through strong frontline leadership.
• Lead, motivate, and develop a team of client relationship managers.
• Set clear performance objectives aligned to business KPIs for Team Leader and servicing team.
• Conduct performance reviews, coaching sessions, and career development planning with advisor relationship managers.
• Ensure succession planning and leadership pipeline development within the team.

Client Service Delivery

• Ensure service levels (SLAs) and turnaround times (TATs) are consistently met or exceeded.
• Oversee the operation of all inbound and outbound client interactions (calls, emails, digital channels).
• Provide accurate and regular reporting and assessment of monthly indicators and develop strategies accordingly.
• Analyse data to identify trends and drive continuous improvement.
• Handle escalated advisor and client queries and complaints with professionalism and urgency.
• Maintain strong relationships with internal stakeholders.
• Ensure a seamless and positive client experience across the full advisor and client lifecycle

Operational Management

• Monitor workflow, volumes, and service metrics to optimise efficiency.
• Manage day-to-day operations of the CSC.
• Identify process bottlenecks and implement improvements across servicing and Retail operations.
• Collaborate with internal teams (operations, IT, compliance, product) to resolve issues.
• Maintain strong relationships with external vendors to ensure operational CSC systems and accurate reporting thereof.
• Manage accounts of CSC systems.

Continuous Improvement & Change Management

• Support system enhancements and digital transformation initiatives.
• Lead change management efforts within the team.
• Drive initiatives to improve advisor and client experience, and operational efficiency.

Qualifications and Experience:

• Relevant undergraduate or postgraduate degree (preferable)
• 5 years’ experience in:
• Financial services/Asset management – specifically in a LISP environment
• Client service and CSC operations
• At least 3 years’ in a leadership role
• Strong understanding of:
• Retail LISP investment products (unit trusts, ETFs, retirement products, etc.)
• LISP platforms and corresponding administration processes
• Client Service Centre technologies (telephony system, core CRM system etc.)
• Foundation of regulatory frameworks (FAIS, FICA, POPIA etc.)

Core Competencies:

• Client-centric mindset that prompts urgent execution
• Strong leadership and team development
• Decision-making and problem-solving
• Strong communication (verbal and written)
• Emotional intelligence and resilience
• Passionate about operational excellence & process improvement
• Data analysis and reporting
• Conflict resolution and complaint handling
• Stakeholder engagement and efficient account management of vendors
• High attention to detail and accuracy
• Ability to work under pressure in a fast-paced environment
• Proactive and solution-driven
• Strong accountability and ownership
• Adaptability to change, and sets the pace for change within the CSC sphere

Closing date: 24 April 2026