Fund Relationship Consultant

Role Purpose

Providing an efficient and effective service to clients working with the Senior Consultant in their fund engagement obligations.

Requirements

Experience and Qualifications

• Matric
• Relevant degree or diploma
• At least 5 years Employee Benefit
• 1 year experience in minute taking and agenda preparation
• Fund Administration experience is advantageous

Duties and Responsibilities

• Assist with first line queries from client 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 consultant and client.
• Develop and maintain a customer service feedback process, ensure its implementation, and adjust service delivery policy and practices as required.
• Maintain a consistent service delivery to 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, accurate and timeous reporting where required.
• Provide documentation to 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 a S14 register and assist with the monitoring of all section 14s applications, ensuring that the process followed is in line with legislation.
• Update Fund year plan and meeting schedule for area of responsibility.
• Maintain a register of all Pension Fund Adjudicator (PFA) complaints, ensure adherence to agreed timelines.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Take ownership for driving career development.