Client Liaison Consultant - Advisor Services Lead

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

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.