Job Description

:

Client Liaison Officer

Do you have experience in retirement funding? Ready for your next move?

We are hiring! Aon South Africa is recruiting a Client Liaison Officer in our Retirement Funding department, based, on a hybrid basis, from our Head Office in Sandton. The client liaison officer services a portfolio of retirement and risk-benefit clients, also providing assistance and support to colleagues/consultants.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Maintains and builds relationships with existing and new clients as well as with Insurers and Fund administrators.

Attends to and resolves client queries, promptly and efficiently.

Prepares all communication and information requirements (agendas, minutes, reports) for client meetings.

Assists with the annual market review of existing benefit offerings and/or applicable rates.

Provides administrative support to the team including updating and maintaining accurate records and files, entering data into relevant systems, assisting with producing documents and collating information.

Adheres strictly to agreed SLAs with clients.

Responds promptly and efficiently to instructions, requests and enquiries at all times.

Plans and prioritises time and work in order to provide an efficient service to clients and colleagues.

Cooperates and works with colleagues and other stakeholders to ensure tasks are completed on time.

Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

Skills and experience that will lead to success

Qualifications.

• Grade 12 (matric)
• An NQF level 5 qualification in wealth management financial planning
• RE 5 certificate

Knowledge.

• Advanced computer literacy with advanced proficiency in MS Word and Excel.
• Knowledge of the principles and practices within a technical/divisional discipline.

Skills and Attributes.

• Well-developed communication and writing skills.
• Well-developed interpersonal skills.
• Well-developed prioritization, planning and time management skills.
• Well-developed ability to work with and in teams.

Experience.

• Minimum of 5 years experience in client liaison in the retirement funding and risk benefits environment.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-A01 2536917

Aon