PLATFORM SPECIALIST III

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 and implement corrective actions as needed.
• Assist with onboarding new advisers, assistants, and clients, ensuring a smooth transition and successful adoption of our products and services.
• Stay informed about industry trends, market developments, and competitor activities to anticipate client needs and identify opportunities for business growth.
• Understands market conditions and the way different asset classes behave.
• Uphold company policies and procedures, ensuring compliance with regulatory requirements and adherence to quality standards.
• Manage and drive client and adviser events in the region.
• Managing enquiries on products, systems, and services.
• Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
• Take responsibility for admin correctness, adherence to service level agreements, and accurate execution of business.
• Actively engage with clients and advisers and provide support via email, in- person meetings or telephonically and respond to queries accurately and timeously.

Relationship Management:

• Develop and maintain strong relationships with Client Services, External Platforms and Adviser Offices, addressing client needs and concerns, and serving as the primary point of contact for escalated client issues and complaints.
• Resolving issues promptly and effectively to maintain client satisfaction.
• Address concerns and ensure client needs are met in a timely and efficient manner.

Service Quality:

• Maintain agreed upon turnaround times on all administrative tasks.
• Monitor client feedback and implement improvements based on insights.

Crisis Management:

• Handle escalated client issues and provide solutions to ensure resolution.
• Recognizes service delivery failures and manages prompt resolution thereof.
• Develop and implement crisis management procedures to minimize client dissatisfaction.
• Look after a more focused group of advisers.

Sales Enablement & Adviser Engagement:

• Own a defined adviser region; build strong relationships with high-producing practices and their support teams.
• Proactively identify and qualify transfer opportunities; position Vantage Invest’s value proposition to win book transfers from external platforms.
• Run a disciplined pipeline management with weekly conversion targets and clear action plans.
• Coordinate demos, product teach-ins, and business development sessions to accelerate conversion and support new business.
• Set monthly inflow objectives; report performance, risks, and mitigations.