Advisor Liaison Consultant - Retail Investments - - Pretoria

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.

Responsibilities:

Manage flow of work items (Instructions, queries, requests)
Resolve rejections via email or telephonic
Manage exceptions of internal and external stakeholder
Log and resolve queries. Be able to give feedback on relevant queries as and when needed
Manage all inbound calls from IFA’s, their assistants, and administration office
Work collaboratively with IFA’s and all relevant stakeholders
Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
Maintain agreed upon turnaround times on all administrative tasks
Attend regular team meetings
Understand the changing servicing needs of Advisors
Be able to build strong relationships with internal and external stakeholders
Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants

Requirements:

Minimum 3 – 5 years relevant industry experience
A business focused degree
RPE/CFA/CFP will be advantageous
Matric qualification having passed both core Mathematics and English
Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
Excellent understanding and navigation of our clients system
Proficient in Microsoft Office Package
Excellent business writing skills
Business Afrikaans (reading, writing, and speaking) will be an advantage

Competencies: