BUSINESS ANALYST
Reference: CPT001155-FT-2
Paarl
Our client is the leading commission management platform for financial advisers in South Africa. They are offering an exciting career opportunity for a BUSINESS ANALYST who can ensure that new customer onboardings are executed timeously and accurately. Along with assisting new clients with onboarding, you will use your out-of-the-box thinking skills to help improve and standardize business processes.
Duties & Responsibilities
RESPONSIBILITIES:
- Manage new client pipelines and implementation schedules
- Conduct consultations with new clients to understand their business requirements
- Document and scope business requirements to align with the system
- Brief internal team on the implementation scope
- Develop/build ad hoc reports/data insights to address client needs
- Analyse and standardise any new business requirements from existing clients and implement changes as required
- Client dispute resolution
- Collate and process data from various external sources
- Data analysis and standardisation
- Post-implementation client training and support
- Post-implementation consultations, training and support with internal team members
- Project planning, management and task assignment
- Identify, develop and implement improvement strategies of onboarding processes
- Onboard and train new team members
- Setup team goals and KPI's to align with overall company strategies
- Ensure alignment of individual team member output with team goals
- Continuous monitoring of goals/KPI's
- Testing of new product features
- Work closely with users and BA team to propose and design the scope of new product features
- Provide internal training
- Identify opportunities to drive product refinements to continuously enhance the customer experience.
EDUCATION AND SKILLS:
- Bachelor’s degree or higher in finance, or related field (required)
- CA(SA) will be a distinct advantage.
- Minimum 5 years’ working experience in an accounting position (required)
- Working experience in the South African financial services/financial planning industry (preferable)
- Experience using online software tools will be highly advantageous
- Proven experience working with large datasets and pattern identification.
- Advanced knowledge of Excel
ATTRIBUTES:
- Analytical thinking and problem-solving
- Highly adaptable to a variety of software, tools, and programs
- Hungry, resilient, and motivated to succeed
- Self-motivated and proactive, yet a team player
- Detail-oriented and capable of delivering a high level of accuracy
- Organizational and administrative skills
- Excellent written and verbal communication skills (English and Afrikaans)
OPPORTUNITY AND COMPENSATION:
- Market-related salary, negotiable
- A chance to develop to senior account manager and beyond.
- Hybrid working condition.
- Be part of something great!
TO APPLY OR RECEIVE MORE INFORMATION, PLEASE:
- Click on the "Apply" button or
- Apply online at casupport.co.za/vacancies
We thank all candidates for their interest and advise that only those under consideration will be contacted.
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