Subject Matter Expert | Asset Management | Cape Town

Job Purpose:

The subject matter expert (SME) provides the knowledge and expertise for business rules, process and product rules within Client Services. Part of the role includes working closely and supporting Client Services Managers and specialist consultants.

Job Responsibilities:

Ensure all business processes and rules are clearly defined, documented and reviewed regularly.
Understand the complete end to end processes, how they fit together and the implications of a break in the process
Provide recommendations for procedural improvements.
Ensure that terms/jargon is simplified, understood and well communicated to the team
Serve as a credible client service resource to the team and business where business processes, product and business rules are concerned
Build strong relationships with various people in the business and with external stakeholders in order to document / develop processes
Continuously assess processes, procedures and business rules to identify areas for improvement
Problem solve process failures through route cause analysis, solution engineering and implementation
Initiate and implement change processes across the department to improve quality and client experience
Benchmark our service levels and client experience against industry standards
Documenting in process mapping tool
Manage business rules repository
Ad-hoc project testing

Essential Qualifications - NQF Level:

Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees

Preferred Qualification and Experience:

5 to 7 years Client Services experience in an Asset Management environment
3 to 5 years Business Process and Product rules expert experience in a Client Services environment
Understanding and knowledge of financial services/investment industry and products (Units trust, TFI and Retirement products advantageous)
Experience in an Asset Manager / Collective investment schemes

Technical / Professional Knowledge: