Financial Advisor Liaison Consultant | Customer Services | Sandton

This leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services  to join their team.
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
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.

 Qualification:

A business focused degree
RPE/CFA/CFP will be advantageous
Matric qualification having passed both core mathematics and English

Experience:

Minimum 3 – 5 years relevant industry experience
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

 Attributes:


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




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