Advisor Liaison Consultant

3 weeks ago

Johannesburg, South Africa Afrizan People Intelligence Full time

**Key Responsibilities**
- Manage flow of work items (Instructions, queries, requests)
- 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, their assistants, and our administration office
- Work collaboratively with 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

Technical Knowledge and Experience:

- Minimum 3 - 5 years relevant industry experience
- A business focused degree
- RPE/CFA/CFP 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 is essential
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing and speaking) will be an advantage

**Personal Attributes**:

- Able to work in a high pressurised environment
- Able to deal with high volumes of queries and deliver in a quick turnaround time
- Strong client service ethic
- Able to use initiative at all times
- Tenacity
- Problem Solving
- Strong Communication Skills - possesses a comfort and ease on the telephone
- Excellent inter-personal skills - ability to listen to others
- Takes accountability for work
- Common sense - ability to think on feet and find the answers
- Shows pride in work, self-motivated and energy to do the job well
- Team Player
- Risk Aware
- Ability to adapt to change
- Self-motivated with an ability to inspire others
- Self-confident and assertive
- Attention to Detail
- Consistent in high quality output
- Decision Making Ability
- Time management skills - able to handle pressure, multitask, organize and prioritise
- Resilience
- Conflict Handling

**Risk and Compliance Responsibilities**
- Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.
- Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
- Ensuring that firm and client data and property, including IT data, are properly protected
- Reporting any possible and actual breaches, errors, complaints or conduct issues.
- Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse

**Job Types**: Full-time, Temporary
Contract length: 12 months

  • Financial Advisor Liaison Consultant Customer

    2 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    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) - Manage exceptions of internal and external stakeholder - Log and resolve queries. Be able to give feedback on relevant queries as and when needed. -...

  • Advisor Liaison Consultant

    6 days ago

    Johannesburg, Gauteng, South Africa Afrizan People Intelligence Full time

    Key Responsibilities Manage flow of work items (Instructions, queries, requests) 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, their assistants, and our administration office Work collaboratively with all relevant stakeholders Submit,...

  • Broker Consultant

    3 weeks ago

    Johannesburg, South Africa Afrizan People Intelligence (Pty)Ltd Full time

    THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICA **About the team**: This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. They advocate excellent client service and...

  • Vehicle Service advisor

    6 days ago

    Johannesburg, Gauteng, South Africa First Degree Recruitment Full time

    We are hiring a Vehicle Service Advisor at a reputable vehicle dealership in Johannesburg!Duties:Costing of job cards for vehicles scheduled for serviceProcessing of warranties for vehicle repairsFollow up on vehicles in the workshopActing as a liaison between clients and the workshopEnsuring customer satisfaction with serviced vehiclesRequirements:Minimum...

  • Service Advisor

    3 weeks ago

    Johannesburg, South Africa Measured Ability Group Holdings Full time

    Our client in the automotive sector is looking for **a Service Advisor** to join them in order to act as a liaison between the customers, service technicians and the workshop logistics **Key requirements** - Exceptional customer service capabilities - Minimum of 3-4 year's experience with a strong administration capability and expertise with a reputable...

  • Skills Development Consultant

    2 months ago

    Johannesburg, South Africa Edge Executive Search Full time

    Skills Development Consultant - 2023-06-29 - 2023-07-28 - Permanent - JHB003303 - Human Resources- Gauteng, JHB - Northern Suburbs - Our client based in the north is looking for a Employment Equity and Skills Development Specialist who is a go-getter, driven, energetic, committed, and enjoys working in a dynamic, fast-paced, and innovative environment -...

  • Service Advisor

    2 months ago

    Johannesburg, South Africa First Degree Recruitment Full time

    **Service advisor / Aftersales consultant** Vacancy for a Vehicle Service advisor with a vehicle dealership in Johannesburg North **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring...

  • Service Advisor

    3 weeks ago

    Johannesburg, South Africa First Degree Recruitment Full time

    **Service advisor / Aftersales consultant** Vacancy for a **Vehicle Service advisor **with a vehicle dealership in Bryanston. **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer...

  • Service Advisor

    2 months ago

    Johannesburg, South Africa First Degree Recruitment Full time

    **Service advisor / Aftersales consultant** Vacancy for a Vehicle Service advisor with a vehicle dealership in the Northern Parts of Johannesburg **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles,...

  • Service Advisor

    6 days ago

    Johannesburg, Gauteng, South Africa Measured Ability Group Holdings Full time

    Our client in the automotive sector is looking for a Service Advisor to join them in order to act as a liaison between the customers, service technicians and the workshop logisticsKey requirements Exceptional customer service capabilities Minimum of 34 year's experience with a strong administration capability and expertise with a reputable brand Experience...

  • Service Advisor

    1 week ago

    Johannesburg, South Africa Measured Ability Group Holdings Full time

    **South Africa - Gauteng**, Johannesburg - North (Sandton / Midrand / Diepsloot)** **(Market related)** **Our Client in the Automotive sector is looking for a Service Advisor to act as the liaison between their customers, service technicians and the workshop logistics.** **Key functions**: *** - **Minimum of 3-4 year's experience as a Service Advisor with...

  • Service Advisor

    6 days ago

    Johannesburg, Gauteng, South Africa First Degree Recruitment Full time

    Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in Bryanston.Duties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of...

  • Service Advisor

    6 days ago

    Johannesburg, Gauteng, South Africa First Degree Recruitment Full time

    Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in Bryanston._ Duties_: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of...

  • Service Advisor

    6 days ago

    Johannesburg, Gauteng, South Africa First Degree Recruitment Full time

    Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in the Northern Parts of Johannesburg_ Duties_: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring...

  • Skills Development Consultant

    6 days ago

    Johannesburg, Gauteng, South Africa Edge Executive Search Full time

    Skills Development Consultant Permanent JHB00330 Human Resources Gauteng, JHB Northern Suburbs Our client based in the north is looking for a Employment Equity and Skills Development Specialist who is a gogetter, driven, energetic, committed, and enjoys working in a dynamic, fastpaced, and innovative environment Responsibilities:Business Development and...

  • Urban and Community Liaison Manager

    5 days ago

    Johannesburg, South Africa LaMiLé Resourcing Services (Pty) Ltd Full time

    To identify, build and manage relationships with stakeholders, CIDs, government and communities, to build communities and public spaces in and around the Company properties and to develop and manage the tenant social impact programs and the Company Foundation. **Strategic Planning and Operational Management** To contribute to the organisational strategy...

  • Service Advisor

    3 weeks ago

    Johannesburg, South Africa First Degree Recruitment Full time

    Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in Bryanston.Duties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of...

  • Service Advisor

    2 months ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Northern Suburbs - Motor Retail - Service Dept - R R15 000 - RR17 000 Monthly - Job ref: GP022846/CVDB - Vacancy type: Permanent SHIFTINTOHIGHCAREER by joining a Dealership that seeks the expertise of an experienced Dealership Service Advisor **Minimum Requirements**: - Must have a minimum of 2 years' experience as a Service Advisor within...

  • Service Advisor

    2 months ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Northern Suburbs - Motor Retail - Service Dept - Market Related | Negotiable - Job ref: GP021911/JO - Vacancy type: Permanent SHIFTINTOHIGHCAREER by joining a Dealership that seeks the expertise of an experienced Dealership Service Advisor **Minimum Requirements**: - Must have a minimum of 2 to 3 years’ experience as a Service Advisor...

  • Service Advisor

    2 weeks ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Northern Suburbs - Motor Retail - Service Dept - R R 16 000 - R R 19 000 - Job ref: GP022643/LTH - Vacancy type: Permanent SHIFTINTOHIGHCAREER to a well-established and highly successful Dealership who requires the services of a Service Advisor **Minimum Requirements**: - Must have a minimum of 1 years’ recent experience as a Dealership...