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Job Summary
KEY RESPONSIBILITIES
- Cleanse, sanitise, deduplicate and transform client data in preparation for new practice transitions.
- Prepare and manage client data for migration into internal systems.
- Proactively interrogate and analyse data to identify potential risks, dependencies and issues before they impact the transition process.
- Perform bulk client data take-on and file loading into CRM systems.
- Manage bulk pre-population and enablement for electronic client sign-on.
- Set up and enable bulk digital signatures for clients on behalf of advisory practices.
- Integrate processes into CRM systems to support effective client communication channels.
- Troubleshoot electronic processes between advisory offices and clients on a daily basis.
- Assist internal users with onboarding clients through digital platforms.
- Monitor and measure take-up, successes, failures and completion rates.
- Manage change control relating to practice data entering the production environment.
- Maintain and update dashboards in line with internal SLAs.
- Understand business processes and align them with the operating model and digital ecosystem.
- Provide virtual training and ongoing support to advisory practices and administrative users.
- Assist with establishing systems and training users to ensure the effective use of electronic processes with clients.
- Matric.
- Relevant tertiary qualification and/or certifications.
- Minimum of 3 years' experience in a similar position.
- Experience within the financial services or wealth management environment would be advantageous.
- Strong computer literacy with Microsoft Office, particularly Excel.
- Understanding of JSON payloads and configuration files.
- Ability to troubleshoot system integrations.
- Ability to read and understand existing JavaScript and C# code.
- Power BI experience would be advantageous.
- Experience with internal/proprietary applications.
- Exposure to CRM systems, particularly Xplan, would be advantageous.
- Experience with XLS and electronic signature platforms would be beneficial.
- Strong technical and IT skills.
- Good data management and analytical ability.
- Excellent verbal and written communication skills.
- Strong problem-solving and troubleshooting ability.
- Ability to work effectively at an operational level within a team.
- Self-motivated with a proactive approach to work.
- Strong initiative and willingness to identify and resolve issues.
- Ability to work effectively under pressure.
- Excellent multitasking and organisational skills.
- Adaptable and willing to take on a wide variety of responsibilities.
- Willingness to continuously learn and improve.
- Professional and confident approach when dealing with internal and external stakeholders.
The ideal candidate will be a technically strong, analytical and proactive individual who enjoys working with data, systems and digital processes. They should be comfortable troubleshooting technical issues, working with multiple stakeholders and managing deadlines in a fast-paced environment.
A strong combination of data management, IT support, system integration and user support experience will be important for success in this role.
Merand Corbett & Associates
Recruiter
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