Technical Specialist: Client Transition

Updated: April 30, 2024 04:56 AM GMT

Alexforbes

Sandton

Designation: PP3574 - Technical Specialist: Client Transition

Category: Ops & Admin - OF6310

Posted by: Alexander Forbes

Posted on: 29 Apr 2024

Closing date: 06 May 2024

Location: Sandton

Purpose Of The Job

To ensure delivery of quality service after reviewing specific tasks to our internal and external clients

Overview

Education
• Matric –Essential
• Bachelor’s Degree (3 years - 360 credits) Business/ Commerce/ IT – Advantageous
• Data analysis, Computer literacy, Alexforbes systems - Working knowledge essential and recommended

Experience Required
• Employee Benefits – Retirement Fund Administration – 3 to 5 years (Essential)

Key performance areas

Client Onboarding

New Business
• Ensure timeous delivery of action items as defined and outlined in the project plan(s)
• Ensure client schedules are fully analysed in line with the rules of the fund and AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules become compliant... More Detail