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Durban: Advisor Client Liaison

Durban: Advisor Client Liaison

Posted on 2025-04-17 00:00:00

Employer Unspecified
Category Accounting / Finance
Location eThekwini  / Durban

Job Summary

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 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

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