| Date | 2025-01-23 |
|---|---|
| Job Title | Advisor Client Liaison |
| Employer | Conova (PTY) LTD More Information |
| Salary | 35000 |
| Category | Finance Accounting |
| Location |
Gauteng / Gauteng |
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 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 Gauteng, Gauteng. This job position was posted by Conova (PTY) LTD. The job has been posted as a char8000 ad on 2025-01-23 at 01:23:24 in the Finance Accounting category
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