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 telephonicManage exceptions of internal and external stakeholderLog 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 officeWork collaboratively with IFA's and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe 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 degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core mathematics and EnglishExperience:Minimum 3 – 5 years relevant industry experienceMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of IAM systemsProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantageAttributes:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
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