4 weeks ago
Job title : Senior Fund Relationship Consultant
Job Location : Gauteng, Johannesburg
Deadline : October 24, 2024
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Requirements
Experience and Qualifications
- B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher.
- 5 to 8 Years’ relevant experience at senior level in Financial Services Industry with a focus on employee benefit client relationship management and benefit consulting combined with related experience in administration and accounting procedures.
- Strong understanding of Employee Benefits administration processes and related products.
- Certified Financial Planner qualification will be an added advantage.
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook).
Duties & Responsibilities
- Service a portfolio of Stand-alone Retirement Funds.
- Build and maintain strong professional relationships with clients to remain abreast of their needs.
- Maintain overall knowledge of the fund’s activities and manage deliverables.
- Attend Board and Sub-Committee meetings on behalf of the Administrator.
- Monitor and allocate the actions items arising from the minutes.
- Participate in relevant customer or stakeholder forums.
- Monitor regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Timeous and correct preparation of Agenda Packs/reports for client meeting according to identified needs.
- Contribute to the improvement of current administration services that can potentially lead to improved client experience.
- Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
- Develop processes to effectively foster, manage and maintain key stakeholder relationships and monitor effectiveness.
- Identify and resolve queries and problems timeously, apply discretion and escalate unresolved problems.
- Prioritise and allocate work and manage related processes to achieve predefined objectives within quality standards.
- Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.
- Build and maintain relationships with clients and internal and external stakeholders that promote cross delivery process solutions.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Deliver on service level agreements made with internal and external stakeholders, monitor feedback and recommend adjustments.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
- Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
- Liaise with clients and provide information and liaison services to facilitate information dissemination, flow and customer satisfaction.
- Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
- Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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