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Financial Services Liaison Specialist

7 days ago

Sandton, South Africa The Recruitment Council Full time

We are looking for a talented Financial Advisor Liaison Consultant to join our Customer Services team at The Recruitment Council.

About the Role:

This role involves managing the workflow of work items, resolving rejections, and handling exceptions for internal and external stakeholders. You will also be responsible for logging and resolving queries, handling inbound calls, and collaborating with IFA's and stakeholders.

Responsibilities:
  1. Effective management of workflow
  2. Resolving rejections
  3. Managing exceptions
  4. Logging and resolving queries
  5. Handling inbound calls
  6. Collaborating with IFA's and stakeholders
Requirements:
  1. A business-focused degree
  2. RPE/CFA/CFP qualifications
  3. Matric qualification with passed core mathematics and English
What We Offer:
  • Ongoing professional development opportunities
  • Dynamic work environment
  • Meaningful relationships with clients and stakeholders