Regional Advisor & Client Services Specialist

Ninety One; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Ninety One in Durban is seeking a service-oriented professional to support Financial Advisor Offices, handling inquiries, transactions, and client data, while maintaining high standards of service.

You will manage flow of work items, resolve rejections, coordinate with IFA assistants and advisers, perform data analysis, and help improve processes. Strong communication and Microsoft Office skills are essential.

Qualifications

• 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 Ninety One systems.
• Proficient in Microsoft Office Package.
• Excellent business writing skills.
• Business Afrikaans (reading, writing, and speaking) will be an advantage.

Responsibilities

• Manage flow of work items (Instructions, queries, requests).
• Resolve rejections via email or telephonic communication.
• Manage exceptions of internal and external stakeholders.
• Log and resolve queries; provide feedback as needed.
• Manage all inbound calls from IFA’s, their assistants, and our 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.
• Perform regular data analysis around Client/Broker Corporate activities to improve ease of business and reduce service failures.
• Present Broker Corporate analysis to IFA assistants in a Broker Office environment.

Skills

Industry experience

Business degree

RPE/CFA/CFP advantageous

Matric maths & English

Linked Products knowledge

MS Office

Afrikaans advantage

Education

Business degree

Matric with maths & English

Tools

Microsoft Office

Ninety One systems

Job description

Ninety One in Durban is seeking a service-oriented professional to support Financial Advisor Offices, handling inquiries, transactions, and client data, while maintaining high standards of service.

You will manage flow of work items, resolve rejections, coordinate with IFA assistants and advisers, perform data analysis, and help improve processes. Strong communication and Microsoft Office skills are essential.