PLATFORM SPECIALIST III

• Bachelor’s degree in Business Management, Investment Management, or a related field.

• Experience in client services, with 6 – 8 years’ experience in a similar role within client services/platform administration, including demonstrable sales enablement and pipeline management.

• Strong understanding of LISP processes and products.
• Proficiency in operational technology and software used in the investment management industry.
• Strong grasp of transfer processes, CRM pipeline usage, and sales reporting.

will enable you to:

Execution of Activities:

• Generate reports to identify areas for improvement and implement corrective actions as needed.
• Assist with onboarding new advisers, assistants, and clients, ensuring a smooth transition and successful adoption of our products and services.
• Stay informed about industry trends, market developments, and competitor activities to anticipate client needs and identify opportunities for business growth.
• Understands market conditions and the way different asset classes behave.
• Uphold company policies and procedures, ensuring compliance with regulatory requirements and adherence to quality standards.
• Manage and drive client and adviser events in the region.
• Managing enquiries on products, systems, and services.
• Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
• Take responsibility for admin correctness, adherence to service level agreements, and accurate execution of business.
• Actively engage with clients and advisers and provide support via email, in- person meetings or telephonically and respond to queries accurately and timeously.

Relationship Management:

Service Quality: