Advisor Liaison Consultant
1 week ago
Overview The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. 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 Provide feedback on relevant queries as and when needed Manage all inbound calls from IFA's, their assistants, and the 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 Build strong relationships with internal and external stakeholders Support brokers / broker assistants and provide training to their assistants Requirements Minimum 3 – 5 years relevant industry experience A business focused degree RPE / CFA / CFP certification 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 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 Competencies 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 #J-18808-Ljbffr
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Advisor Liaison Consultant
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeThe client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry....
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Advisor Liaison Consultant
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeThe client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry....
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Financial Advisor Liaison Consultant
4 weeks ago
Pretoria, South Africa Dk Consulting Full timeBroker Consultant Position Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers. Duties & Responsibilities Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking...
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Financial Advisor Liaison Consultant
5 days ago
Pretoria, South Africa DK Consulting Full timeBroker Consultant Position Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers. Duties & Responsibilities Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking...
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Pretoria, South Africa Adendorff Machinery Mart Full timeA reputable machinery and tools provider in Pretoria is looking for an experienced Service Advisor. In this role, you will serve as the technical product specialist liaison between customers and service technicians, providing excellent customer service. The ideal candidate must have strong communication skills, knowledge of mechanical systems, and experience...
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Technical Service Advisor — Machinery
2 weeks ago
Pretoria, South Africa Adendorff Full timeA machinery sourcing company is seeking a highly skilled Service Advisor for their Gezina, Pretoria branch. The successful candidate will serve as the technical liaison between customers and service technicians, ensuring exceptional customer service. Responsibilities include consulting with technicians, managing the Repairs division, and maintaining customer...
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Advisor Channel Sales Manager
1 week ago
Pretoria, South Africa HRInsync Full time**Advisor Channel Sales Manager** **Company** One of the largest private Medical Aid companies in SA. They have been established for 20 years and are striving to be #1 in SA. **Purpose** Responsibility and accountability for executing advisor contract management, advisor relationship management, acquisition of new advisors as well as new corporates,...
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Strategic Legal
5 days ago
Pretoria, South Africa Independent Consultant Full timeA consulting firm in Pretoria is seeking a Business Relations & Legal Consultant to manage external relations and oversee legal compliance. The ideal candidate should have a Bachelor's Degree in Business Law, licensed legal certification, and 3–5 years of relevant experience. Responsibilities include managing client relationships, providing legal guidance,...
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Client Liaison Consultant
1 week ago
Pretoria, South Africa Rory Mackie & Associates Full timeA leading financial services firm in Pretoria is seeking a Client Liaison to enhance client support and resolve queries. Ideal candidates will have 3-5 years of relevant experience and a business-focused degree. Proficiency in Microsoft Office and understanding of financial products is essential. This role requires excellent communication skills and the...
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Service Advisor
2 weeks ago
Pretoria, South Africa Adendorff Full timeWe are thrilled to announce a new opening for a highly skilled Service Advisor for our Gezina, Pretoria branch, to join our teamAbout the Position We are seeking a highly skilled and experienced Service Advisor (Technical Savvy) to join our branch. The successful candidate will be responsible for acting as the technical product specialist liaison between our...