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Strategic Asset Manager Liaison Consultant

3 weeks ago

Sandton, South Africa The Recruitment Council Full time

This leading Asset Manager seeks a Strategic Asset Manager Liaison Consultant in Customer Services to join their team.

Job Summary:

We are looking for a highly skilled Financial Services Relationship Builder to manage the flow of work items, resolve rejections, and maintain strong relationships with internal and external stakeholders.

Key Responsibilities:
  • Manage the flow of work items (instructions, queries, requests)
  • Resolve rejections via email or telephonic
  • Manage exceptions of internal and external stakeholders
  • Log and resolve queries, providing feedback as needed
  • Manage all inbound calls from IFAs, their assistants, and our administration office
  • Work collaboratively with IFAs and relevant stakeholders
  • Submit, track, and provide feedback on instructions to Advisors and Advisor Assistants
  • Maintain agreed-upon turnaround times on administrative tasks
  • Attend regular team meetings
  • Understand the changing servicing needs of Advisors
  • Build strong relationships with internal and external stakeholders
Requirements:
  • A business-focused degree
  • RPE/CFA/CFP advantageous
  • Matric qualification with passed core mathematics and English
Experience:
  • Minimum 3-5 years relevant industry experience
  • Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds essential
  • Excellent understanding and navigation of IAM systems
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Business Afrikaans reading, writing, and speaking an advantage