Advisor Client Liaison
Posted on 2025-01-21
Job Summary
Responsibilities:
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 IFAs, their assistants, and our administration office Work collaboratively with IFAs 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 your Broker Corporate analyses 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 our transactional web Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer 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 Qualifications, Skills and Experience: 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 IAM systems Proficient in Microsoft Office Package Excellent business writing skills Business Afrikaans (reading, writing, and speaking) will be an advantage Results driven Ability to analyse, interpret and assimilate information
Advisor Client Liaison position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-01-21 in the Accounting Finance category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Johannesburg: Advisor Client Liaison
Key Responsibilities: 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
View Job
Advisor Client Liaison
Pietermaritzburg: Legal Advisor: Client Agreements – Pietermaritzburg
MAIN PURPOSE OF THE JOB To provide legal advice, legal opinion and solutions and manage legal risks as per the Regionolisation model to business units and branches. The position is located within the Regions to ensure effective client support. The Legal Ad
View Job
Legal Advisor
Cape Town City Centre: Client Engagement Manager (Consulting/Advisory Within Both Public & Private Transport/Infrastructure
CLIENT ENGAGEMENT MANAGER (CONSULTING/ADVISORY within both Public & Private TRANSPORT/INFRASTRUCTURE sector) - Cape Town, Western Cape, SA Highly Competitive Package on Offer Global Strategic Management Consulting Firm is currently recruiting within their
View Job
Client Engagement Manager (Consulting/Advisory Within Both Public & Private Transport/Infrastructure
Pietermaritzburg: Legal Advisor: Client Agreements – Pietermaritzburg posted by Fempower Personnel
MAIN PURPOSE OF THE JOBTo provide legal advice, legal opinion and solutions and manage legal risks as per the Regionolisation model to business units and branches. The position is located within the Regions to ensure effective client support. The Legal Adv
View Job
Legal Advisor
Vryburg: Legal Advisor: Client Agreements – Vryburg posted by Fempower Personnel
Job Advert SummaryTo provide legal advice, legal opinion and solutions and manage legal risks as per the Regionalization model to business units and branches. The position is located within the Regions to ensure effective client support. The Legal Advisor
View Job
Legal Advisor
Cape Town: Pipeline – Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth posted by Isilumko Staffing
One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with
View Job
Pipeline – Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth
Stellenbosch: Client Support Consultant (Ch1029) posted by Capital H Staffing and Advisory Solutions
Our client, who developed a financial wellness and inclusion platform that allows employees early access to already earned wages, is looking for a Client Support Consultant.Requirements:Min 2 years working experience with Customer Success ServicesExperienc
View Job
Client Support Consultant (Ch1029)
South Africa: Head Of Client Services (Financial Services) posted by Sagen Advisory
A London (UK) based venture-backed fintech business is looking to appoint a Head of Client Services. This will be a remote work opportunity. The business with global banks and money services businesses, providing market data and analytics and an FX trading
View Job
Head Of Client Services (Financial Services)
Cape Town: Client Engagement Manager (Consulting/Advisory Within Both Public & Private Transport/Infrastructure posted by Elev8
CLIENT ENGAGEMENT MANAGER (CONSULTING/ADVISORY within both Public & Private TRANSPORT/INFRASTRUCTURE sector) - Cape Town, Western Cape, SAHighly Competitive Package on Offer! Global Strategic Management Consulting Firm is currently recruiting with
View Job
Client Engagement Manager (Consulting/Advisory Within Both Public & Private Transport/Infrastructure
Gauteng: Advisor Client Liaison posted by Conova (PTY) LTD
Key Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and whe
View Job
Advisor Client Liaison
Barrydale: Client Advisor – Urgently Needed posted by Right Kareer
In this position you`ll be responsible for overseeing the sales operations of a company, providing guidance, and ensuring the sales team meets its targets. Here`s a typical job description for each roleKey Responsibilities:Team Management: Lead and motivat
View Job
Client Advisor – Urgently Needed