Advisor Liaison Consultant - Retail Investments

Rory Mackie & Associates; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

An innovative firm is seeking a dedicated client liaison professional to enhance service delivery for Financial Advisors. This role involves managing client queries, fostering strong relationships, and ensuring timely responses to requests. The ideal candidate will possess a business-focused degree and relevant industry experience, coupled with excellent communication and analytical skills. Join a team that champions exceptional client service and values entrepreneurial spirit, where your contributions will directly impact the quality of service provided to clients. If you are driven by results and have a passion for client advocacy, this opportunity is perfect for you.

Qualifications

• 3-5 years of relevant industry experience required.
• Strong technical knowledge of Linked Products and Local Unit Trusts essential.

Responsibilities

• Manage flow of work items and resolve queries via email or phone.
• Build strong relationships with internal and external stakeholders.
• Support brokers and train their assistants.

Skills

Client Relationship Management

Business Writing Skills

Technical Knowledge of Linked Products

Communication Skills

Analytical Skills

Education

Business Focused Degree

Matric with Mathematics and English

RPE / CFA / CFP (Advantageous)

Tools

Microsoft Office Package

Job description

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 the industry.

They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.

Responsibilities:

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.
5. Provide feedback on relevant queries as needed.
6. Manage all inbound calls from IFAs, their assistants, and administration office.
7. Work collaboratively with IFAs and all relevant stakeholders.
8. Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants.
9. Maintain agreed upon turnaround times on all administrative tasks.
10. Attend regular team meetings.
11. Understand the changing servicing needs of Advisors.
12. Build strong relationships with internal and external stakeholders.
13. Support brokers/broker assistants and train their assistants.

Requirements:

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

Competencies:

1. The ability to build and maintain meaningful relationships.
2. Driven by results.
3. Recognize that the engine of career growth is driven by the individual.
4. Ability to analyze, interpret, and assimilate information.