Premium Ad Finance/Accounting - Other Finance/Accounting Cape Town FULL TIME Job Summary Now Hiring: Platform Specialist III – Client Services | Cape Town An exciting opportunity has opened for an experienced Platform Specialist III to join a forward-thinking investment firm based in Cape Town. This permanent role is ideal for a client services expert who thrives in a fast-paced, high-performance environment and is passionate about delivering exceptional service to advisers and clients. This role offers the chance to work closely with key stakeholders, build and strengthen adviser relationships, and become the primary point of contact for premier advisers in the region. Role Summary The Platform Specialist is responsible for supporting clients and advisers with expert-level guidance across platforms, ensuring a seamless service experience. You will play a key role in driving adviser retention, resolving complex queries, onboarding new users, and contributing to ongoing service innovation. Key Responsibilities Client Experience & Support * Deliver top-tier client service via email, phone, and in-person engagements * Onboard new advisers, assistants, and clients, ensuring a seamless and successful transition * Generate and analyse reports to track service levels and implement corrective action where necessary * Provide expert support across investment platforms, products, and digital tools * Maintain accurate records of all interactions and feedback in the CRM system * Monitor and respond to product and system-related queries timeously and professionally Relationship Management * Build and nurture long-term relationships with clients, advisers, and internal departments * Serve as the escalation point for complex or high-value client queries and complaints * Engage premier advisers and support regional adviser activities and events * Coordinate with external platforms and adviser offices to address client needs efficiently Service Quality & Compliance * Ensure strict adherence to internal service level agreements (SLAs) * Uphold compliance with financial regulations and quality standards * Use client feedback to suggest and implement service improvements * Stay informed of industry trends, competitor movements, and asset class behaviours Crisis Management * Develop and implement procedures to handle escalated issues or disruptions * Take ownership of client satisfaction during high-pressure or time-sensitive situations…