| Date | 2025-01-09 |
|---|---|
| Job Title | Advisor Liaison Consultant – Retail Investments |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Cape Town Region / Cape Town City Centre |
Job Summary
The client liaison team is 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 industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.
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 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 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
Requirements:
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 our clients system Proficient in Microsoft Office Package Excellent business writing skills Business Afrikaans (reading, writing, and speaking) will be an advantage Competencies: 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
Advisor Liaison Consultant – Retail Investments position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-01-09 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Cape Town City Centre: Advisor Liaison Consultant – Retail Investments
The client liaison team is 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 a
View Job
Advisor Liaison Consultant – Retail Investments
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
