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Team Leader Client Reporting

Team Leader Client Reporting

Curo Funds ServiceZA
23 days ago
Job description

Job title : Team Leader Client Reporting

Job Location : Western Cape,

Deadline : October 05, 2025

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Key Responsibilities

Team Leadership & Performance Management

  • Motivate, support, and guide team members to deliver high-quality client reporting services.
  • Provide mentorship and coaching to team members to build confidence, technical competence, and overall performance.
  • Foster a culture of communication, collaboration, and continuous improvement.
  • Conduct regular one-on-ones, performance evaluations, and development planning.
  • Drive team engagement and create a positive work environment that encourages ownership and accountability.
  • Proactively manage team capacity, including during peak and off-peak periods, and plan for leave cover.

    • Business-As-Usual (BAU) Deliverables

  • Oversee preparation, review, and timely dissemination of all clients, investment, and regulatory reporting across various frequencies (daily, monthly, quarterly, annually).
  • Manage daily operational reporting processes and ensure outputs are accurate and delivered as per SLAs.
  • Maintain oversight of reporting calendars, checklists, and delivery schedules.
  • Support and guide the team in resolving data, report generation, or formatting issues.

    • Risk Management and Internal Controls

  • Ensure appropriate internal controls are in place and adhered to across all reporting processes.
  • Identify and escalate risk items promptly, and support risk mitigation strategies.
  • Maintain detailed audit trails and ensure accurate filing and accessibility of all reports and documentation.
  • Promote a culture of risk awareness and compliance within the team.
  • Monitor and report incidents promptly and accurately, ensuring appropriate follow-up and root cause analysis.

    • Process Improvement and Strategic Input

  • Identify and implement opportunities for efficiency gains and process optimisation in client reporting.
  • Lead or contribute to automation and system enhancement initiatives.
  • Ensure training registers and multi-skilling efforts are maintained and executed effectively.
  • Provide input into change forums and initiatives, highlighting the impact of proposed changes on reporting deliverables.

    • Reporting and Metrics

  • Prepare and maintain management information (KPI reports, performance stats, dashboards).
  • Monitor reporting volumes and quality metrics to assess performance and resource needs.
  • Deliver timely insights and data to senior management to support decision-making.

    • Client & Stakeholder Engagement

  • Manage client relationships and act as the key contact for all client reporting queries.
  • Liaise confidently with auditors, service providers (e.g. IT and business support), and internal teams.
  • Ensure client expectations are managed and met through timely and professional communication.
  • Represent the reporting function in client service and relationship management forums.

    • Compliance and Regulatory

  • Ensure reporting meets regulatory and client-specific standards and timelines.
  • Stay up to date on reporting requirements, regulatory updates, and industry practices.
  • Provide input into SLA development, reviews, and updates.

    • Ad-Hoc Tasks

  • Handle operational and reporting-related requests from senior management.
  • Ensure all ad-hoc assignments are completed accurately and efficiently.
  • Support project work and cross-functional initiatives where needed.

    • Qualifications and Experience

  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
  • Minimum 5 years of experience within financial services or investment administration.
  • Experience in team leadership or supervisory roles preferred.
  • In-depth knowledge of financial markets, pricing methodologies, and investment operations.
  • Experience with financial systems and platforms.
  • Proficiency in MS Office, particularly Excel.
  • Professional certifications such as CFA, CA, or equivalent are advantageous
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