Business Segment: Insurance & Asset Management Company: STANLIB Asset Management (Pty) Ltd Location: ZA, GP, Johannesburg, 17 Melrose Boulevard To perform and be responsible for adding value in the lives of institutional clients, including retirement funds, corporates, consultants, DFMs, and LISPs, by delivering a service that is personable, efficient, and professional. Performing as a strategic partner to client-facing teams, ensuring that every client interaction is meaningful, proactive and aligned with the organization's commitment to excellence, Qualifications Type of Qualification: Diploma Field of Study: Business Commerce, Consumer Services Experience Required Service Management Operations 5-7 years Responsible for client onboarding and termination processes, including documentation and facilitation of asset transfer, as well as liaison with other internal divisions. Process and monitor client investment and disinvestment instructions, ensuring all relevant people are informed when necessary. Monitor client fee processes, including accuracy of data, invoices and reconciliations. Manage client reporting processes, including ensuring clients are receiving the correct reports at the agreed timelines, maintaining distribution lists and ensuring reports remain relevant. Liaise with all internal business units to ensure client needs are met professionally and timeously. Adhere to all business processes to ensure no risk is introduced into the environment. Comply with system (Salesforce, Power BI, other internal systems) functions and assist in identifying and ensuring operational efficiencies. Identify and execute agreed projects. Client Support 5+ years of experience in preparing and submit required information ahead of client meetings, assist with any client meeting outcomes, Ensure Salesforce is appropriately updated, share any client insights that’s relevant and appropriate. Monitor and communicate any potential new business opportunities. Ensure client issues and concerns are communicated. Investment support 5-7 years + years of experience in Maintaining an understanding of identified product range, Communicate and investigate any concerns or material changes in product performance. #J-18808-Ljbffr