Operations Manager - Finance
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Our client is seeking an experienced Operations Manager - Finance to join their Paarl, Western Cape team, Serve as primary operational contact for clients and agents across all communication channels Respond to enquiries professionally within agreed service levels Investigate, resolve and escalate operational issues where necessary Maintain accurate records of all client and agent interactions Coordinate card distribution to brokers, agents and clients Monitor, manage and report on card stock levels Ensure timely follow-up and resolution of outstanding client and agent requests Promote a positive customer experience that supports client retention and satisfaction Coordinate and manage the end-to-end onboarding process for new clients and cardholders Ensure all onboarding documentation is accurate, complete and compliant Facilitate client training and product education Liaise with internal stakeholders to ensure onboarding requirements are completed within agreed timelines Manage new client contracts, amendments and onboarding documentation Continuously identify opportunities to improve the onboarding experience Develop and maintain strong, long-term client relationships Understand client business requirements and recommend appropriate solutions Build and maintain effective working relationships with brokers and agents Provide ongoing operational support to agents Calculate agent commissions accurately Ensure commission payments are processed within agreed deadlines Prepare and submit commission reports Process payroll payments once funding has been confirmed Produce accurate operational reports within agreed reporting deadlines
Requirements Grade 12 Bachelor’s degree in commerce (BCom) or equivalent qualification Minimum of five (5) years' experience in operations, client services, financial services or a related environment Experience with operational and process management, payroll administration and financial reconciliation Knowledge of regulatory and compliance requirements Advanced Microsoft Excel experience will be an advantage