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. Manage inquiries on products, systems, and services. Maintain accurate records of cli...