Regional Advisor Services Champion

Rory Mackie & Associates; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Rory Mackie & Associates in Durban is seeking a client services professional to support Financial Advisor offices with product, process, and transaction queries. You will manage work flow, resolve rejections, and provide feedback while collaborating with IFAs and their teams.

The role emphasizes data analysis of client/broker activities to improve ease of business and reduce service failures, with a strong focus on relationships and continuous improvement within a Broker Office environment.

Qualifications

• Business-related degree (any) is acceptable.
• 3–5 years of relevant industry experience required.
• Matric with core mathematics and English.
• 18+ months experience with Linked Products, Local Unit Trusts and Offshore Funds.
• Proficiency in Microsoft Office suite.
• Excellent business writing skills.
• Business Afrikaans will be an advantage.

Responsibilities

• Manage flow of work items (Instructions, queries, requests).
• Resolve rejections via email or telephonic.
• Log and resolve queries; provide feedback as needed.
• Manage inbound calls from IFAs, assistants, and administration office.
• Collaborate with IFAs and all relevant stakeholders.
• Submit, track, and give feedback on instructions to Advisors and Advisor Assistants.
• Maintain agreed turnaround times on all administrative tasks.
• Perform regular data analysis around Client/Broker activities to improve service.
• Present Broker Corporate analysis to IFA assistants regularly.
• Communicate active transactional rejections and queries to IFA assistants.
• Formulate and implement solutions based on analysis.
• Promote the use of transactional web.
• Report internal gaps and failures to Business Improvement team.
• Attend regular team meetings.
• Understand changing servicing needs of Advisors.
• Build strong relationships with internal and external stakeholders.
• Support brokers and train their assistants.

Skills

Business degree

Experience 3–5 yrs

RPE/CFA/CFP advantage

Matric: Math & English

Linked Products knowledge

MS Office

Business writing

Afrikaans advantage

Education

Business-related degree

Matric with Math & English

Tools

MS Office

Job description

Rory Mackie & Associates in Durban is seeking a client services professional to support Financial Advisor offices with product, process, and transaction queries. You will manage work flow, resolve rejections, and provide feedback while collaborating with IFAs and their teams.

The role emphasizes data analysis of client/broker activities to improve ease of business and reduce service failures, with a strong focus on relationships and continuous improvement within a Broker Office environment.