Personal Investments Validations Consultant
2 days ago
Ensuring client experience delivered at exceptional level, by ensuring that client documentation received is completed correctly, following up with clients where necessary, and liaising with 3rd party administrators.
**Duties and Responsibilities**:
- Validation for Retirement, Local and Foreign Unit Trust products
- Ensure that each broker is licensed to sell our Products
- Telephonic confirmation with clients of certain transactions.
- Management of documentation iro FICA & FAIS legislation and other static client data as required
- Ensure our client and intermediaries comply with FICA and FAIS at all times
- Update client information on our CRM system
- Management of internal relationships to ensure prompt client response
- Constant liaising with administrator/admin support and internal client service consultants
- Ensure clients instructions are processed timeously and correctly
- Follow up on outstanding requirements from clients and intermediaries
- Ensure our Retirement clients comply with the Regulation 28
- Manage the workflow system an update client information on CRM system
- Responsible to ensure that all client documentation is stored electronically
- Coordination of Section 14 transfers and Section 37 transfers
- Follow up with all pending cases
- General query resolution
**Ideal Experience**:
- Unit trust and/or retirement product administration experience preferable
- Proven track record of building outstanding relationships testified by references.
**Ideal Qualifications**:
- Minimum Matric qualification with at least 5 years industry experience, or
**Most Important Attribute**:
- Attention to detail, with good time management, and excellent client interaction skills
**Systems Knowledge**:
- MSOffice - Advanced Excel and Word
- Workflow and document management systems
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