Advisor Liaison Consultant

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...

Job DescriptionThe Tower Group is seeking a skilled Financial Services Liaison Specialist to join our team. In this role, you will be responsible for delivering exceptional customer service to financial advisors, clients, and internal stakeholders.You will provide support and assistance with all products and services, offer relevant feedback to management,...

Rory Mackie & Associates is seeking a highly skilled Client Liaison Expert to join our team. This key role will be responsible for managing the flow of work items, resolving rejections via email or telephonically, and managing exceptions of internal and external stakeholders.Key Responsibilities:Manage the workflow of instructions, queries, and...

At SMART DEBT ADVISORS, we are a dynamic organization that provides exceptional services to our clients. We are seeking a skilled Customer Service Liaison to join our team. This role is ideal for individuals who thrive in fast-paced environments and are dedicated to delivering top-notch customer experiences.About the RoleThis position involves handling high...

About the Role:Rory Mackie & Associates is seeking a seasoned Advisor Liaison Consultant to lead our LISP industry efforts. This individual will be responsible for managing the Financial Advisor Officer's with matters related to our clients' products, processes, transactions, and investments. The ideal candidate will have excellent communication and...

Reference: JHB000960-VM-1Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.Duties & ResponsibilitiesMinimum 5 years' experience as a Broker Consultant / Life Insurance Agent.Preference will be given to candidates with a CFP.RE5 is...

Reporting to:Manager: Client Relationship TeamKey Focus:To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all  funds, products and processes.KEY OBJECTIVES:Provide support and assistance with all products, services and...

Reporting to:Manager: Client Relationship Team Key Focus:To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all  funds, products and processes. KEY OBJECTIVES: Provide support and assistance with all products, services and...

Reporting to : Manager : Client Relationship TeamKey Focus : To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all funds, products and processes.KEY OBJECTIVES :Provide support and assistance with all products, services and...

Reporting to: Manager: Client Relationship TeamKey Focus: To offer exceptional personalised service daily to financial advisors, clients, potential investors, and internal teams through efficient and effective verbal and written communication on all funds, products, and processes.KEY OBJECTIVES:Provide support and assistance with all products, services, and...

We have a Service Advisor position available in the Pietermaritzburg area. Candidates are required to have at least three years of previous automotive workshop and sales experience within the motor industry service department.Responsibilities:Opening and closing of Job cardsCustomer liaisonUpsellingInvoicingGeneral administrationSeveral other ad hoc duties...

At All Star Placements, we are seeking a Sales and Technical Advisor to join our dynamic team. This role involves providing expert advice to customers on vehicle maintenance and repairs.Main Responsibilities:Job card managementCustomer communication and liaisonSales development through upsellingInvoicing and financial managementGeneral administrative...

Key Responsibilities:The successful Investment Consultant will be responsible for:Building a network of influential relationships within the financial services sector.Identifying and capitalizing on opportunities to drive business growth and expansion.Fostering a culture of continuous learning and professional development among advisors.Cultivating a deep...

Job Title: Financial Services AdvisorWe are seeking an experienced Financial Services Advisor to join our team at Findojobs South Africa.Job OverviewAs a Financial Services Advisor, you will play a key role in assisting clients in achieving their financial goals by providing expert advice on financial planning, investments, and insurance products.Assist in...

Key Accountabilities:The successful Advisor Liaison Consultant will be responsible for:Workflow Management: Oversee daily management of relevant dashboards, ensure SLA compliance, and inform management when necessary.Human Resource Management: Manage team performance, interpret and communicate strategy, implement our client service values, and facilitate...

Role Overview:The Investment Consultant crafts meaningful partnerships with financial advisors, focusing on long-term relationships and in-depth business analysis. With a strong understanding of the investments and wealth management industry, this role requires expertise in Fund Selection, DFM, and Securities.Duties and Responsibilities:Establish and...

About the RoleWe are seeking an experienced Small Enterprise Advisor to join our team. As a Small Enterprise Advisor, you will work closely with small business owners to provide guidance on business development, marketing, and financial management. Your goal will be to help these businesses grow and become more competitive.Key Responsibilities:Assess the...

Associate Financial Advisor (Richards Bay)Associate Financial Advisor (Richards Bay)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...

Job Title: Retail Beauty AdvisorWe are seeking a highly skilled and knowledgeable Retail Beauty Advisor to join our team. As a key member of the Clicks Group Limited, you will be responsible for providing exceptional customer service and expert advice on beauty and skincare products.Key Responsibilities:Consult with customers to understand their needs and...

About the PositionTower Group South Africa (Pty) Ltd is seeking a Client Relationship Consultant to join our team. The successful candidate will be responsible for providing exceptional customer service and support to our clients and stakeholders.Main Responsibilities:Attend to all queries from clients, IFA's, and internal clients, responding promptly and...