Lusanda Kunene

Lusanda Kunene Email and Phone Number

Central Operations @ atomos wealth
Cape Town, WC, ZA
Lusanda Kunene's Location
Newcastle, KwaZulu-Natal, South Africa, South Africa
Lusanda Kunene's Contact Details

Lusanda Kunene work email

Lusanda Kunene personal email

n/a
About Lusanda Kunene

Dedicated and accomplished Client Service Executive with over 6 years of experience in the financial services sector, specializing in client services, operations and compliance assistance. Possessing a robust educational background with a BCom in Law degree, emphasizing Financial Management, Business Statistics, General and Strategic Management, Company Law, and Insurance Law. I have rapidly progressed from an administrator role to a specialist role, demonstrating adaptability, proficiency, and commitment to excellence.Throughout my career, I have honed essential soft skills such as communication, attention to detail, organization, problem-solving, and adaptability, which are crucial for success in compliance, operations and client services roles. In addition to my soft skills, I possess a comprehensive set of hard skills including compliance documentation management, report compilation, record-keeping, regulatory knowledge, and data analysis. My experience includes providing compliance documentation to external compliance officers, updating compliance files with current registers and declarations, compiling and sending weekly reports, and ensuring new business complies with relevant legislation.I am passionate about maintaining the highest standards of compliance and client service excellence, consistently applying Treating Customers Fairly (TCF) principles in all my tasks. My goal is to leverage my skills, qualifications, and experience to contribute effectively as a client service and operations executive driving compliance efforts, optimizing operational processes, and ensuring regulatory adherence to support organizational success.

Lusanda Kunene's Current Company Details
atomos wealth

Atomos Wealth

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Central Operations
Cape Town, WC, ZA
Lusanda Kunene Work Experience Details
  • Atomos Wealth
    Central Operations
    Atomos Wealth
    Cape Town, Wc, Za
  • Psg Wealth
    Senior Client Service Executive
    Psg Wealth Oct 2019 - Jul 2022
    Waterfall City, South Africa
    Monitored, evaluated, and analyzed all incoming work, ensuring timely attention and adherence to business standards. Approved assigned tasks and instructions accurately, maintaining a 95% SLA (Service Level Agreement) compliance rate consistently. Adhered to operational processes rigorously to minimize errors and ensure operational efficiency. Actively engaged in the organization's continuous improvement initiatives by identifying and suggesting solutions to system, process, and service-related deficiencies. Assisted in updating databases and maintaining information integrity to support effective portfolio management. Fostered and maintained strong relationships across all business units, facilitating seamless collaboration and communication. Identified and communicated processing gaps in client services, while consistently applying TCF (Treating Customers Fairly) principles in daily tasks.
  • Psg Wealth
    Client Service Administrator
    Psg Wealth Nov 2017 - Sep 2019
    Waterfall City, South Africa
    Delivered accurate and timely processing of all client instructions on the Life and Investment platform. Processed various types of instructions such as new business, switches, withdrawals, transfers, and BDA accounts within specified service levels. Ensured accurate record-keeping and maintained data integrity during processing tasks. Played a crucial role in ensuring the correctness of data and execution of instructions. Addressed queries from client service consultants and internal stakeholders. Performed service-related administrative tasks to maintain accurate record-keeping. Additionally, applied TCF (Treating Customers Fairly) principles in daily tasks.
  • Alcocks Services Group
    Compliance Assistant
    Alcocks Services Group Apr 2016 - Jul 2016
    Provided compliance documentation to external compliance officers, ensuring timely and accurate submission of required materials.Updated compliance files with current registers and declarations, maintaining thorough and up-to-date records.Compiled and sent weekly reports to compliance officers, summarizing relevant compliance activities and findings.Compiled monthly compliance registers, organized and documented compliance-related information for review and analysis.Checked for outstanding information and completeness of forms, ensuring all necessary documentation was complete and accurate.Confirmed purchase agreements and updated client records upon receipt of letters of authorization, maintaining compliance with relevant regulations and legislation.

Lusanda Kunene Education Details

Frequently Asked Questions about Lusanda Kunene

What company does Lusanda Kunene work for?

Lusanda Kunene works for Atomos Wealth

What is Lusanda Kunene's role at the current company?

Lusanda Kunene's current role is Central Operations.

What is Lusanda Kunene's email address?

Lusanda Kunene's email address is lu****@****g.co.za

What schools did Lusanda Kunene attend?

Lusanda Kunene attended Nelson Mandela Metropolitan University, Ferrum High School.

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    Student At University Of Kwazulu-Natal
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