Senior Business Development Liaison

Bebeedevelopment; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Pretoria is seeking a client service professional with 3-5 years of industry experience. The role involves managing client queries, collaborating with advisors, and maintaining stakeholder relationships. Candidates must possess a business degree and strong business writing skills, alongside a fluent command of Business Afrikaans. This position offers an opportunity to enhance client service excellence.

Qualifications

• Minimum 3 – 5 years relevant industry experience.
• Strong understanding of financial products and services.
• Proficient in Microsoft Office and fluent in Business Afrikaans.

Responsibilities

• Manage work items and resolve client queries.
• Collaborate with IFA's and administration for efficiency.
• Develop strong relationships with stakeholders.
• Track and provide feedback on instructions to Advisors.

Skills

Client Service Management

Results-Driven

Business Writing Skills

Technical Knowledge

Relationship Building

Education

Business-focused degree

Tools

Microsoft Office

Job description

Job Overview

The primary objective of this role is to provide exceptional client service and support to our Financial Advisor Offices.

Key Responsibilities

• Client Service Management: Manage the flow of work items, resolve rejections via email or telephonic, and log and resolve queries in a timely manner.
• Collaboration and Communication: Work collaboratively with IFA's, their assistants, and administration office to ensure seamless communication and efficient task management.
• Relationship Building: Develop and maintain strong relationships with internal and external stakeholders to foster a culture of excellent client service.
• Administrative Tasks: Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants, while maintaining agreed-upon turnaround times.

Required Skills and Qualifications

• Industry Experience: Minimum 3 – 5 years relevant industry experience with a proven track record of delivering high-quality client service.
• Educational Background: A business-focused degree with a strong understanding of financial products and services.
• Technical Knowledge: Strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds, as well as excellent understanding and navigation of our clients' system.
• Business Writing Skills: Excellent business writing skills with the ability to communicate complex ideas effectively.
• Linguistic Abilities: Proficient in Microsoft Office Package and fluent in Business Afrikaans (reading, writing, and speaking).

Competencies

• Results-Driven: Driven by results with a focus on delivering exceptional client service.
• Strategic Thinking: Ability to analyse, interpret, and assimilate information to inform business decisions.
• Relationship Building: The ability to build and maintain meaningful relationships with internal and external stakeholders.