Regional Advisor Services Consultant

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

About the team:

The team will be 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 their industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their client service offering.

In this role you will:

• 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
• Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
• Present Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
• Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
• Formulate and implement solutions based on Broker Corporate analysis
• Promote the use of transactional web
• Report internal gaps and failures around processes and service offering to the Business Improvement team and share this within their group for further discussion and action where applicable
• 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

You should consider applying if you have:

• Any business-related degree
• Minimum 3 – 5 years relevant industry experience
• 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 systems
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Business Afrikaans (reading, writing, and speaking) will be an advantage

Some of the attributes we look for in a person are:

• 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