Category: Product Management - OF4302
Posted by: Alexander Forbes
Posted on: 04 Dec 2024
Location: Johannesburg
Purpose of the Job:
Ensuring the day to day servicing of intermediated Employee Benefits clients and their advisers. Providing office support to the Broker Consulting Team. Identifying opportunities through a determined servicing culture. Taking end to end responsibility for support to the Broker Consulting team as well as direct interactions with Brokers, Corporate clients and members.
Overview:
Fund Installation - new business Process
- Assist the Broker Consultant with all aspects pertaining to the implementation of a new client.
- Monitor deliverables with Legal Services and Drafting of special rules.
- Monitor that rules are signed by Principal Officer and Trustees and submitted to the FSB.
- Receive and co-ordinate implementation of MANCO Investment Choice from Broker (if applicable).
- Assist the product administrator with reporting on New Business and Fund Installation outcomes through CRM.
Section 14 transfer process (Monitoring & Training)
- Provide Brokers with standard FSB Requirements template for member communication.
- Liaise with Brokers and/or Transferer/ee regarding FSB queries from the Section 14 Admin Team.
- Liaise with brokers and/or Transferer/ee to get required outstanding information for Section 14 transfers.
- Check all section 14 applications from brokers/transferor funds before submitting to Section 14 Admin Team for submission to FSB.
- Provide Monthly Reports of incoming and outgoing assets.
- Assist the Broker Consultant with New business quotes.
- Co-ordinate the internal risk benefit quotations.
- Handle and resolve Broker queries.
- Handle and resolve Client queries.
- New Business and retention targets on an individual and team level.
- Manage and maintain key team relationships.
- Build trust.
- Attend Internal meetings and other broker or client engagement sessions and functions when required.
- Liaise with internal departments to ensure resolution of issues raised by brokers.
- Identify threats to, and opportunities for increasing broker support.
- Provide feedback to business regarding ways to develop product and service offering.
TCF
- Ensure that TCF is understood and practiced. Draw on TCF management information (and potentially contribute towards the input thereof) to monitor progress in TCF and address shortcomings.
- Keep abreast of latest TCF information and guidelines.
Requirements:
- Minimum Grade twelve (12) with Mathematics and Accounting.
- Three year tertiary Qualification in Financial Management would be an added advantage.
- Six (6) to Eight (8) years working experience in a financial services background.
- Employee Benefits and Client Servicing experience essential.
The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.
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