• 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 our 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 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 Kwazulu-Natal, Durban. This job position was posted by Conova (PTY) LTD. The job has been posted as a char8000 ad on 2025-04-22 at 01:28:24 in the Finance Accounting category

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