Job Description
About the Role
The client liaison team at Rory Mackie & Associates is seeking an experienced Advisor Liaison Consultant to join our retail investments division on a 09-month fixed term contract. As a key member of our team, you will be responsible for providing exceptional service to our Financial Advisors and their clients, ensuring seamless communication and resolution of queries related to our products, processes, and transactions.
Key Responsibilities
- Manage flow of work items (Instructions, queries, requests)
- Resolve rejections via email or telephonic
- Manage exceptions of internal and external stakeholders
- 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 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
- 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 years relevant industry experience
- 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
Salary & Benefits
Salary details will be discussed during the interview process.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Management Jobs in Western Cape
In Western Cape, South Africa, other management positions typically fall under various industries such as financial services sector, technology industry, and manufacturing sector, where effective leadership and strategic decision-making are crucial to drive growth and success.
When it comes to salary expectations for this type of role, it’s common for management positions in the Western Cape to command a broad range of salaries. Typically, entry-level management roles may start at around R600 000 – R800 000 per annum, while senior management positions can range from R1 million – R3 million or more, depending on factors such as experience, company size, and industry sector. It’s essential to note that these are general estimates, and actual salaries can vary widely.
In terms of skills required for other management positions in the Western Cape, common requirements include strong leadership and communication skills, strategic thinking, problem-solving abilities, and a proven track record of driving business growth and innovation. Typically, managers in this field also need to possess excellent analytical and technical skills, as well as the ability to build and maintain effective relationships with colleagues, customers, and stakeholders. Other essential skills may include project management, change management, and digital literacy.
Industries commonly employing other management positions in Western Cape typically include financial services sector, technology industry, manufacturing sector, and tourism. In these sectors, managers are often responsible for driving business strategy, managing teams, and ensuring operational efficiency.
Career development opportunities for professionals in other management positions in the Western Cape are generally excellent, with many companies investing heavily in training and development programs to equip their employees with the skills needed to succeed in an ever-changing business environment. Typically, career progression paths may involve taking on increasingly senior roles, such as department head or director, or transitioning into specialized fields like operations management or human resources. Overall, a career in other management positions in Western Cape can be rewarding and challenging, offering opportunities for professional growth and development in a dynamic and fast-paced business landscape.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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