Client Liaison Expert

2 days ago


Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

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:
  1. Manage the workflow of instructions, queries, and requests
  2. Resolve rejection issues via email or telephone communication
  3. Manage exceptions involving internal and external stakeholders
  4. Log and resolve client queries
  5. Provide feedback on relevant queries as needed
  6. Manage inbound calls from Independent Financial Advisors (IFAs), their assistants, and administration offices
  7. Collaborate with IFAs and relevant stakeholders to achieve shared goals
  8. Submit, track, and provide feedback on instructions to Advisors and Assistant Advisors
  9. Maintain agreed-upon turnaround times for administrative tasks
  10. Attend regular team meetings
  11. Understand the evolving servicing needs of Advisors
  12. Develop strong relationships with internal and external stakeholders
  13. Support brokers/broker assistants and train their associates


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