Advisor Liaison Consultant - Retail Investments

Rory Mackie & Associates; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A financial services company in Johannesburg is seeking a Client Liaison professional. The role involves managing client inquiries, resolving issues, and coordinating with internal stakeholders. Candidates should have 3-5 years of experience in the industry and possess strong business writing skills. A business-focused degree and knowledge of Linked Products are essential for success in this position.

Qualifications

• 3-5 years relevant industry experience needed.
• Experience with Local Unit Trusts and Offshore Funds is essential.
• RPE / CFA / CFP will be advantageous.

Responsibilities

• Manage flow of work items (Instructions, queries, requests).
• Resolve rejections via email or telephonic.
• Manage inbound calls from IFA’s and administration office.

Skills

Excellent business writing skills

Proficient in Microsoft Office Package

Strong technical knowledge of Linked Products

Business Afrikaans (reading, writing, and speaking)

Education

Business focused degree

Matric qualification (core Mathematics and English)

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 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