Mpho Manzana

Captured, verified, and maintained client investment and financial instructions in accordance with internal business rules and regulatory requirements. Reviewed client documentation for completeness, accuracy, and compliance; followed up with clients and intermediaries to obtain outstanding information. Liaised with clients, broker consultants, and internal operational teams to clarify instructions and resolve processing queries timely. Ensured accurate updating of client records and workflows to reflect instruction progress and outcomes. Provided consistent client communication via email and telephone to manage expectations and maintain service standards. Identified and escalated compliance risks, documentation discrepancies, and service failures to relevant teams. Supported operational efficiency through disciplined administration, audit-ready documentation, and adherence to turnaround times.

Performed structured data validation and quality checks to ensure accuracy across large datasets. Reviewed and corrected data inconsistencies in line with defined rules and escalation procedures. Maintained detailed documentation and reporting to support operational decision-making.