Senior Claims Consultant

Believe Resourcing Pty Ltd; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An innovative firm is seeking a dedicated professional to manage client interactions and enhance service delivery in the financial advisory sector. This role involves resolving queries, collaborating with stakeholders, and performing data analysis to optimize processes. The ideal candidate will have a strong background in client relationship management and technical knowledge of financial products. Join a team that values results-driven individuals and fosters career growth through meaningful relationships and continuous improvement. If you are passionate about client service and looking to make a significant impact, this opportunity is for you.

Qualifications

• 3-5 years relevant industry experience in financial services.
• Strong technical knowledge of Linked Products and Local Unit Trusts.

Responsibilities

• Manage flow of work items and resolve queries via email or phone.
• Perform data analysis to improve service and prevent failures.

Skills

Client Relationship Management

Data Analysis

Business Writing

Communication

Problem Solving

Education

Business-focused Degree

RPE / CFA / CFP Qualification

Matric with Mathematics and English

Tools

IAM Systems

Microsoft Office

Job description

About the team :

Our team is responsible for servicing the Financial Advisor Offices with matters related to our products, processes, transactions, web services, and general queries regarding their clients' investments.

We advocate excellent client service and aim to be the industry's top service provider.

We foster an innovative and entrepreneurial culture, encouraging the manifestation of these qualities within our service offerings.

In this role you will :

1. Manage flow of work items (Instructions, queries, requests)
2. Resolve rejections via email or telephonic communication
3. Manage exceptions of internal and external stakeholders
4. Log and resolve queries, providing feedback as needed
5. Handle inbound calls from IFAs, their assistants, and our administration office
6. Collaborate with IFAs and relevant stakeholders
7. Submit, track, and provide feedback on instructions to Advisors and Advisor Assistants
8. Maintain agreed-upon turnaround times for all administrative tasks
9. Perform data analysis on Client / Broker Corporate activities to improve service and prevent failures
10. Present analyses to IFA assistants regularly in a Broker Office environment
11. Communicate transactional rejections and queries to IFA assistants
12. Develop and implement solutions based on analysis
13. Promote the use of our transactional web platform
14. Report process gaps and service failures to the Business Improvement team for discussion and action
15. Attend team meetings regularly
16. Adapt to changing servicing needs of Advisors
17. Build strong relationships with stakeholders
18. Support and train brokers and their assistants as needed

You should consider applying if you have :

• 3-5 years relevant industry experience
• A business-focused degree
• RPE / CFA / CFP qualification is advantageous
• Matric with Mathematics and English passes
• At least 18 months experience with strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds
• Proficiency in IAM systems
• Proficiency in Microsoft Office
• Excellent business writing skills
• Business Afrikaans (reading, writing, speaking) is an advantage

Attributes we value :

• Ability to build and maintain meaningful relationships
• Results-driven mindset
• Recognition that career growth is individual-driven
• Ability to analyze, interpret, and synthesize information