Client Liaison Officer

Description

• The purpose of this position is to build, maintain and manage relationships with stakeholders to enable business processes and objectives
• This position will report directly to the Head of Distribution: Retail Affluent & Corporate Distribution Myriad

Duties

• Build and maintain effective business relationships with all stakeholders
• Liaise with NAMFISA on S13A queries, S14 Transfers & de- registrations
• Liaise with NamRa for fund linking, Fund Registrations, and fund reconciliation queries
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Provide Employer and Member Portal training
• Register and reset employer and member portal
• Distribution of Benefit statements & Member communications
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
• Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
• Provide quotations to agents, brokers, and direct potential clients
• Liaise with Brokers, Clients, and fund members
• Serve as a single point of contact for escalations related to claims (death, withdrawals, Disabilities) and authorizations issues
• Assist/Resolve complicated new business queries, data, and systems for installation
• Continuously develop own expertise in terms of professional, industry and legislation knowledge

Requisites

• Academic:
• Grade 12 (minimum 25 points) with accounting as a subject
• Diploma in Marketing or Business Management or related qualification
• Experience:
• Minimum 3 years working experience in a similar position
• Experience in the financial services / Insurance industry would be a definite advantage
• Competencies:
• Good oral and written communication skills
• Proficient with Microsoft products (Word, Excel, Outlook)
• Excellent interpersonal, administration and numerical skills
• High levels of personal ethics, integrity, and emotional maturity
• Able to work well under pressure and independently
• Strong negotiation, analytical and problem-solving skills
• Attention to detail

Notes

• Only shortlisted applicants will be contacted