The Purpose of this role is to deliver a bespoke digital service experience to independent financial advisors with key outcomes of increased acquisition and retention of assets across product types and grow the company's investments brand. A strong focus on growing and deepening relationships with financial advisors and their assistants through product administration, regulatory/tax support, digital engagement and training, key to the success of this role is the ability to build strong collaborative relationships with key clients and stakeholders, ability to innovate and constantly improve and a bias for action.
The successful candidate would need to have a sound technical understanding of Collective Investment Schemes, Retirement and Life products and the relevant regulatory framework applicable.
Job Responsibilities:
Deliver excellence on service standards that are relevant to the client segmentBuild strong strategic relationships between the Client Service Team, Business Development Managers, and other stakeholders.Create, embed, and maintain a strong client service ethos/culture in the team.Develop innovative solutions through collaboration with operational departments to address client needs/pain points.Build and utilise feedback from clients to improve the client journey and experience by initiating process and systems improvementsBuild client confidence that deviations will be resolved and minimise deviations by analysing relevant reports to identify trends and highlight process improvement opportunities for relevant stakeholders.Ensure efficient utilisation of resources and processes while managing risk appropriatelyBuild and deepen relationships with key financial planning offices (planners and personnel) through training and social eventsDevelop and implement a relevant digital servicing capability and model for financial planning businessesAdhere to, and ensure team adheres to, relevant process documents for all activities.Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes. Follow the recruitment process when recruiting talent.Essential Qualifications – NQF Level:
Matric / Grade 12 / National Senior CertificateProfessional Qualifications/Honour's DegreeQualification & Experience Level:
8 years experience in an Asset Management environment3 – 5 years experience as a Client Services Manager rolePostgraduate diploma in Financial Planning (Preferred)#J-18808-Ljbffr
