Investment Management - Direct Client Service Consultant
Full-time
Rory Mackie & Associates
Key Responsibilities
Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts
Communicate with clients on our clients product range in a courteous and professional manner via telephone, email, fax letter and direct walk-in clients
Manage all work items including dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and detailed query investigation and resolution
Build and maintain relationships with clients by answering queries directly on all relevant correspondence and keeping all systems updated
Support the Client Group by providing proactive communication on rejections and queries raised by third-party administrators and clients
Act as the primary point of contact for all third-party and client queries on the clients' SA and offshore funds range
Assist other team members when necessary, provide cover during periods of absence
Vacancy posted a month ago
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