Fund Relationship Consultant
Financial Services, Insurance
Minimum Requirements
- Matric (Grade 12).
- Relevant Degree or Diploma.
- 1 to 3 years of Employee Benefits Experience And Competencies Client Commitment.
- Drive for results.
- Self – awareness.
- Diversity and Inclusiveness.
- Impact and Influence.
- Assist with first-line queries from clients and internal stakeholders, ensuring that they are resolved or escalated timeously.
- Build and maintain a network of relationships with internal stakeholders, ensuring effective service delivery to consultants and clients.
- Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
- Assist with and follow up on action items from client meetings, ensuring the timelines and required outcome as agreed with the client are clearly stated.
- Preparation of agendas, board packs, minutes, and file notes for client meetings, ensuring quality, accuracy, and timeous reporting.
- Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
- Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
- Maintain an S14 register and assist with the monitoring of all section 14 applications, ensuring that the process followed is in line with legislation.
- Update the Fund year plan and meeting schedule for the area of responsibility.
- Maintain a register of all Pension Fund Adjudicator (PFA) complaints and ensure adherence to agreed timelines.
- Client Commitment.
- Qualifications Matric (Grade 12).
- And Competencies Client Commitment.
Responsibilities
- Assist with first-line queries from clients and internal stakeholders, ensuring that they are resolved or escalated timeously.
- Build and maintain a network of relationships with internal stakeholders, ensuring effective service delivery to consultants and clients.
- Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
- Assist with and follow up on action items from client meetings, ensuring the timelines and required outcome as agreed with the client are clearly stated.
- Preparation of agendas, board packs, minutes, and file notes for client meetings, ensuring quality, accuracy, and timeous reporting.
- Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
- Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
- Maintain an S14 register and assist with the monitoring of all section 14 applications, ensuring that the process followed is in line with legislation.
- Update the Fund year plan and meeting schedule for the area of responsibility.
- Maintain a register of all Pension Fund Adjudicator (PFA) complaints and ensure adherence to agreed timelines.
