MOMENTUM METROPOLITAN IS HIRNG
Client Service Administrator
Details
Closing Date
2023/02/15
Reference Number
MMH230203-10
Job Title
Client Service Administrator
Position Type
Permanent
Role Family
Administration
Cluster
Momentum Corporate
Remote Opportunity
Some of the time
Location – Country
South Africa
Location – Province
Western Cape
Location – Town / City
Bellville
Introduction
Through our customer-facing brands Metropolitan and Momentum, as well as our wellness and rewards program, Multiply, and our other specialist brands, such as Guardrisk and Eris Property Group, the group makes it possible for people and businesses from all walks of life to realize their monetary and personal aspirations.
We assist individuals in increasing the value of their savings, protecting the things that are important to them, and investing for the future.
We provide assistance to businesses and organizations, enabling them to better care for and reward their employees and members.
People, communities, and businesses can take advantage of the pragmatic financial solutions offered by Momentum Metropolitan, which are made available either through our own network of advisers or via independent brokers and the utilization of new platforms.
Role Purpose
To provide a service that is both effective and efficient to clients and intermediaries by accurately approving transactions involving Investment only and making sure that all transactions are processed within the agreed upon service levels in order to support the operations of the Fund.
Requirements
The Candidate’s Background and Capabilities
Grade 12 (NQF Level 4)
V-Lookups and other intermediate Microsoft Excel functions can be performed with ease.
Prior experience with employee benefits is preferred.
Successful Completing the Yenzani training will be beneficial in the long run.
Duties & Responsibilities
Processing investment trades is necessary in order to guarantee that transactions are included in the trade cycle in a timely manner.
Processing Individual Member Choice (IMC) funds while ensuring that all member records that are pertinent to the transaction are accurately updated and that the transaction cycle is not delayed.
Process trades at the fund level that result in disinvestment while ensuring compliance with all applicable audit requirements and policy conditions within the allotted amount of time for the service level agreement.
Conduct trades for the purpose of disinvesting IMC funds while ensuring that all policy conditions are met and that accurate values are paid within the allotted amount of time for the service level agreement.
Make sure that the monthly balance reports and Investment Statements for IMC funds are sent out to clients within the timeframe that was agreed upon for the service level.
Make sure that the processing and checking of the monthly fees are done when they are due.
The administration of an investment only business, including receipt and payment of funds, the setting up of accounting systems, and the dissemination of monthly statements.
It is imperative that monthly statements for fund level funds be distributed in accordance with the service level agreements.
Conduct research into customer concerns within the bounds of the agreed-upon service level and make certain the customer is given timely and accurate feedback.
When necessary, escalate any questions or concerns raised by customers to the appropriate department or stakeholder.
Create a consistent experience for your customers by establishing and maintaining relationships with your clients and other stakeholders.
Maintain a professional tone when composing client-facing correspondence and attend to their needs as they arise.
Accept responsibility for the delivery of the service.
Enables efficient and effective client service.
Competencies
Accountability
Attention to detail
Orientation toward the customer
Communication that has an effect
Organisation and planning skills
Member of the team