Platform Specialist III

A leading financial services company is looking for an experienced Platform Specialist with strong experience in client services, preferably with LISP processes and products, to join their team in Cape Town . This is an exciting opportunity for a commercially astute Platform Specialist to drive exceptional client satisfaction, build strong relationships, provide expert guidance, and drive customer satisfaction. If you have experience in client services and a client-centric mindset, we want to hear from you!

Responsibilities

• Generate reports to identify areas for improvement and implement corrective actions.
• Assist with onboarding new advisers, assistants, and clients.
• Stay informed about industry trends, market developments, and competitor activities.
• Uphold company policies and procedures, ensuring compliance with regulatory requirements.
• Manage and drive client and adviser events in the region.
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