Advisor Liaison Consultant

Ninety One; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An innovative firm is seeking a dedicated professional to enhance client service for Financial Advisors. In this role, you'll manage workflow, resolve queries, and analyze data to improve service delivery. Your ability to build strong relationships and provide training will be key to success. With a focus on excellence, you'll work in a dynamic environment that values results-driven individuals. If you have a passion for client service and a background in finance, this opportunity is perfect for you.

Qualifications

• 3-5 years relevant industry experience.
• Strong technical knowledge of Linked Products and Offshore Funds.
• Proficiency in IAM systems and Microsoft Office.

Responsibilities

• Manage workflow and resolve queries for Financial Advisors.
• Perform data analysis to improve service and prevent failures.
• Build relationships with stakeholders and provide training.

Skills

Client Service

Data Analysis

Business Writing

Technical Knowledge of Financial Products

Relationship Building

Education

Business-Focused Degree

Matric with Mathematics and English

RPE/CFA/CFP Qualification

Tools

IAM Systems

Microsoft Office

Job description

About the team:

Our team is responsible for servicing the Financial Advisor Offices with matters related to our products, processes, transactions, web services, and general queries regarding their clients' investments. We advocate excellent client service and aim to be the industry’s top service provider. We foster an innovative and entrepreneurial culture, encouraging the manifestation of these qualities within our service offerings.

In this role you will:

1. Manage flow of work items (Instructions, queries, requests)
2. Resolve rejections via email or telephonic communication
3. Manage exceptions of internal and external stakeholders
4. Log and resolve queries, providing feedback as needed
5. Handle inbound calls from IFAs, their assistants, and our administration office
6. Collaborate with IFAs and relevant stakeholders
7. Submit, track, and provide feedback on instructions to Advisors and Advisor Assistants
8. Maintain agreed-upon turnaround times for all administrative tasks
9. Perform data analysis on Client/Broker Corporate activities to improve service and prevent failures
10. Present analyses to IFA assistants regularly in a Broker Office environment
11. Communicate transactional rejections and queries to IFA assistants
12. Develop and implement solutions based on analysis
13. Promote the use of our transactional web platform
14. Report process gaps and service failures to the Business Improvement team for discussion and action
15. Attend team meetings regularly
16. Adapt to changing servicing needs of Advisors
17. Build strong relationships with stakeholders
18. Support and train brokers and their assistants as needed

You should consider applying if you have:

• 3-5 years relevant industry experience
• A business-focused degree
• RPE/CFA/CFP qualification is advantageous
• Matric with Mathematics and English passes
• At least 18 months experience with strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds
• Proficiency in IAM systems
• Proficiency in Microsoft Office
• Excellent business writing skills
• Business Afrikaans (reading, writing, speaking) is an advantage

Attributes we value:

• Ability to build and maintain meaningful relationships
• Results-driven mindset
• Recognition that career growth is individual-driven
• Ability to analyze, interpret, and synthesize information