About the team:
- Our 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. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
In this role you will:
- Manage flow of work items (Instructions, queries, requests)
- Resolve rejections via email or telephonic
- 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 from IFA’s, their assistants, and our administration office
- Work collaboratively with IFA’s and 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
- Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
- Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
- Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
- Formulate and implement solutions based on Broker Corporate analysis
- Promote the use of our transactional web
- Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable
- 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
You should consider applying if you have:
- 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
- Excellent understanding and navigation of Ninety One systems
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing, and speaking) will be an advantage
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- Driven by results
- Recognise that the engine of career growth is driven by the individual
- Ability to analyse, interpret and assimilate information