Reference Number MMH250203-5
Job Title Talent Pool: Client Service Administrator (Centurion)
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za
Additional Information
This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to othe rrelevant roles that are currently open, and we will contact you when a suitable position becomes available.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Provide quick and accurateadministrative support, to enablethe client service area to deliver aprofessional service to clientswithin Service Level Agreementsand legislative / compliancerequirements.
Requirements
- Matric or equivalent.
- 2 Years' experience in a financial services administration environment.
- Employee benefits experience will be an advantage.
- Take ownership of all clientservice requests and ensure thatit is resolved timeously and effectively.
- Providing first time resolution on escalated complaints.
- Dealing with client requests in a competent, efficient and professional manner.
- Capture data accurately onrelevant systems according toService Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative /compliance requirements.
- Identify and report process and system failures and enhancements to improve client experience.
- Provide authoritative expertise t oclients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and externa lstakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Attention to detail.
- Time management.
- Client Orientation.
- Planning and Organising.
- Interpersonal Relationships.
- Teamwork.
