Financial Advisor Liaison Consultant | Customer Services | Sandton

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)
• 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
• 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.

Qualification :

Experience :

Attributes :

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