Client Liason Officer

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Job Purpose To ensure ongoing maintenance and support to JIS Share Plan corporate clients and Trusts in line with statutory and service level agreements between JIS and the client.

Key Performance Areas
1. Functional Client Liaison Services Operations.
2. Systems Administration.
3. Support Services.
4. Compliance.
5. Customer Service.
6. Cost Control.

FUNCTIONAL CLIENT LIAISON SERVICES OPERATIONSLIE

• Administer corporate client accounts for JIS (JSE Investor Services), including executive share schemes and BEE schemes.
• Attend to clients and their respective employees both telephonically and via email
• Liaise with Trading, Tax, Settlement, Recons and Communications teams to action client requests, amendments, trades, tax queries, settlements and respond to ad hoc requests from clients.
• Apply knowledge and comply in depth when performing Share Plan administration and BEE schemes duties.

SYSTEMS ADMINISTRATION

• Utilise the Share Plan Services (SPS) system to monitor client accounts and events, including dividends, vestings and adhoc client requests.
• Validating and understanding received documentation & requests and ensure correctness before instructing support team to action.
• Manage e-mail and phone call interactions and closure of requests through Outlook or Genesys

SUPPORT SERVICES

• Assist in the collection; preparation and distribution of information required for management and client reporting
• Completion of project work or work for other teams as required.
• Maintain records of all work performed and report daily statistics to management.
• Communicate and liaise with other departments, direct to correct departments to meet client’s needs.
• Render backup for areas where assistance is required.

COMPLIANCE

• Maintain and improve quality results by adhering to standards and guidelines, recommending improved procedures.
• Operates within controls and procedures to ensure the integrity of the JSE.
• Identifies and reports risks or areas of concern to management within area of responsibility.
• Ensures compliance with all relevant regulations and procedures to prevent fruitless, wasteful, and irregular expenditure.

CUSTOMER SERVICE

• Maintain effective working relationships with client and internal support teams (both internal and external) towards rendering highest quality of services.
• Identify and solves problems whilst demonstrating a high level of integrity in line with the JSE core values.

COST CONTROL

• Promote the effective and transparent use of financial and other resources.
• Explore opportunities to control and reduce costs.
• Recommend process improvements to reduce cost and mitigate risks.

Preferred Requirements

• Bachelor’s degree in Accounting or Finance

Experience

• Minimum of 3 years’ experience in a Client Services environment

Additional Requirements

Technical Competencies / Professional Knowledge & Skills

• Understanding of the regulatory environment, laws, acts, and rules of the financial industry
• Understanding of FICA, STRATE, and legal documents
• Knowledge of Share Plans and BEE Schemes
• Proficiency in MS Outlook, Word, Excel, and Power Point