INVESTMENT SERVICES CONSULTANT - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 22-06-2018 1:34:24 PM
17-08-2018 1:34:24 PM
Job Description:
Investment Services Consultant
My client has an opportunity for a Consultant to join their investment management services team. The ideal candidate will have experience with LISP products (Unit Trusts, RAs, Living Annuities etc.) and be technically inclined and articulate.
The core functions of this role include:

Manage flow of work items (Instructions, queries, requests)
Resolve rejections via email or telephonic
Manage exceptions
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
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
Business focused degree
CFP / RPE / CFA would be a advantage
Minimum 1,5 years relevant experience specifically related to Linked Products, Local Unit Trusts, and Offshore funds
Proficient on MS Office
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