Job Description
Our client with a national footprint requires the duties of a Platform Specialist. Your:
Education:
- Bachelor’s degree in Business Management, Investment Management, or a related field.
Experience Required:
- 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.
Knowledge:
- 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...
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Submit ApplicationJob Details
- Location Cape Town, Western Cape
- Job Type FULL TIME
- Category Business Operations Specialists
- Posted Date June 20, 2026
- Application Deadline July 30, 2026