Discovery Invest Broker

 Responsible for the administration and servicing of investment products, ensuring that client
instructions are processed accurately and efficiently.
 Processing transactions for investment products such as retirement annuities, preservation
funds, endowments, and living annuities.
 Handling withdrawals, transfers, retirements, and other investment servicing requests.
 Responding to queries from clients, policy holders, financial advisers, and franchise partners
via phone and email.
 Requesting, tracking, and verifying outstanding documentation required to process
transactions.
 Maintaining accurate client records and ensuring compliance with company policies and
financial regulations.
 Managing escalated cases and resolving complex client issues.
 Building and maintaining relationships with financial advisers, clients, and internal
stakeholders.
 Monitoring workloads and ensuring service level agreements (SLAs) and daily targets are
met.
 Assisting with testing and implementation of system enhancements and process
improvements.
 Preparing reports. maintainng statistics. and ensuring a high level of accuracy with minimal
errors.