Advisor Liaison Consultant

Rory Mackie & Associates; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Pretoria is seeking a Client Liaison to enhance client support and resolve queries. Ideal candidates will have 3-5 years of relevant experience and a business-focused degree. Proficiency in Microsoft Office and understanding of financial products is essential. This role requires excellent communication skills and the ability to build strong relationships with clients and stakeholders.

Qualifications

• 3-5 years relevant industry experience required.
• Strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds.
• Ability to read, write, and speak Afrikaans is advantageous.

Responsibilities

• Manage flow of work items such as instructions and queries.
• Resolve rejections and log queries via email or phone.
• Support brokers and provide training to assistants.

Skills

Client Relationship Management

Problem Resolution

Communication Skills

Technical Knowledge of Financial Products

Business Writing Skills

Education

Business-focused degree

RPE / CFA / CFP certification

Matric qualification

Tools

Microsoft Office Package

Job description

Overview

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 stakeholders
• Log and resolve queries
• Provide feedback on relevant queries as and when needed
• Manage all inbound calls from IFA's, their assistants, and the 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
• Build strong relationships with internal and external stakeholders
• Support brokers / broker assistants and provide training to their assistants

Requirements

• Minimum 3 – 5 years relevant industry experience
• A business focused degree
• RPE / CFA / CFP certification 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
• 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

• 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