SUMMARY:
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POSITION INFO:
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:
- The ability to build and maintain meaningful relationships
- Driven by results
- Recognise that the engine of career growth is driven by the individual
- Ability to analyse, interpret and assimilate information
