Purpose of the Role:

To ensure a high level of client service is provided to clients and financial advisers. The Specialist is responsible for ensuring the content of all correspondence and transaction forms is client and adviser friendly. A member of the Client Services team at the company, supporting interdepartmental stakeholders in achieving wider organization goals.


Duties and Responsibilities:

Written and electronic communication

  • Design and compose written and electronic communication that incorporates the company value system, both internally and externally
  • Ensure communication drives optimal Client Experiences and supports our clients’ journeys
  • Ensure all communication adheres to TCF outcomes
  • Manage a communication repository for easy access
  • Participate in design of bulk communication
  • Set and maintain high writing standards
  • Understand our competitive writing landscape
  • Quickly adapt to communicate legislative or regulatory changes
  • Have a good understanding of omnichannel communication methods
  • Co-ordinate large volume communication via the appropriate medium(s)
  • Design and maintain communication templates with Skills Coaches

Correspondence engine

  • Daily management of Operational Correspondence
  • Ensure failed correspondence is regenerated correctly for distribution
  • Identify and analyse correspondence defects with Business Analyst(s)
  • Drive correspondence automation
  • Identify opportunities to improve internal and external communication
  • Amend incorrect correspondence using PDF Editor
    • Amending tax certificates (with assistance from CRMs)
    • Creating tax certificates where none exists (with assistance from CRMs)
  • Regular testing of correspondence batches to ensure accuracy and standards are maintained

Forms and public documents

  • Create new forms and documents (T&Cs etc.)
  • Amend existing forms and documents
  • Ensure version control for all forms and documents is accurate
  • Ensure the correct forms and documents are uploaded on all platforms internally and externally
  • Manage stakeholders for the creation/amending of forms and documents


  • Participate in business projects as the need arises
  • Contribute to continuous business improvement
  • Deliver on all correspondence delivery commitments for Operations and Client Services



  • Relevant tertiary qualification
  • Communications qualification advantageous
  • RE qualification will be an advantage


Skills/Competencies and experience:

  • At least 2 years’ experience providing support to clients and intermediaries in a Financial Services or Asset Management environment
  • Proven written and communication skill
  • Preparation of management reports
  • Thorough knowledge and understanding of financial services industry, economic principles and investment products in a LISP environment
  • InDesign
  • Adobe Pro
  • Proficient in MS Office, with intermediate to advanced MS Excel
  • Sales Logix or another comparable CRM application is an advantage


Key Competencies:

  • Technical knowledge
  • Strong business writing and verbal communication skills
  • Attention to detail
  • Client centricity
  • Planning & organizing
  • Problem solving and analytical skills
  • Results driven
  • Business Acumen
  • Resilience
  • Team success
  • Independent
  • Autonomous


Key Success Factors:

  • “I can” attitude, constantly looking for opportunities to exceed client expectations and ability to work in a pressurized environment
  • Technical understanding of all company investments offerings and the ability to apply that understanding to daily responsibilities


Employment Equity:

  • Preference will be given to applicants from designated groups

To apply for this job email your details to jackie@asearch.co.za

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