Client Service Administrator
2 weeks ago
Introduction
- Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others pecialist brands, including Guardrisk and Eris Property Group,the group enables businessand 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Role Purpose - Accurately process retirement fundmember's data and provide fund administration services within agreed service levels
Requirements:
- Grade 12 or equivalent
- 2 Years' relevant experience within a financial services environment
- Employee benefits experience will be an advantage
Duties & Responsibilities
- Accurately complete member and risk contribution reconciliations.
- Responsible for incoming client calls and following up to request outstanding client information.
- Investigate and resolve all nonreconciling items.
- Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
- Ensure all risk processes are updated to member records and reconciled weekly.
- Check and approve late payment interest calculations.
- Draft professional and relevant correspondence to clients.
- Prepare and submit accurate reports on the status of the Retirement Fund administration.
- Attend retirement related meetings to keep abreast of operations within the business.
- Receive and review claim documentation in order to ensure that they are complete and accurate.
- Follow up with clients on outstanding information.
- Process and pay claims as per service level agreements with clients.
- Prepare and submit monthly reports.
- Investigate client queries within service level agreements and provide clients with timeous feedback.
- Resolve and escalate client queries when necessary.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to acculture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
Additional information:
This role is based on a pay for performance remuneration
structure.
Competencies
- Attention to detail
- Accountability
- Customer orientation
- Planning and organizing skills
-
Client Services Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Corporate Full timeIntroductionRole PurposeEffective execution of retirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.Requirements: Matric or equivalent Years' experience in a Financial services administration environment Years' experience in Employee BenefitsDuties & ResponsibilitiesINTERNAL...
-
Client Service Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Corporate Full timeIntroductionRole PurposeAccurately process retirement fund member's data and provide fundadministration services within agreed service levels.Requirements: Grade 12 or equivalent 2 Years' relevant experience within a financial services environment Employee benefits experience will be an advantageDuties & Responsibilities Accurately complete member and risk...
-
Client Services Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Call Centre Staffing Full timeOur client, one of Southern Africa's leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa.The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...
-
Client Services Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Corporate Placements Full timeOur client in the financial services industry is seeking a Client Services Administrator to join their team. You will be responsible for dealing with queries and complaints i.e. dealing with incoming calls, returning calls, following up on requests, translating written correspondence into English etc.Must have:Grade 12Credit and criminal clearMin 2 years...
-
Client Service Administrator: Learnership
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Corporate Full timeIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewardsprogramme), 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...
-
Client Contact Centre Service Administrator
2 weeks ago
Cape Town, Western Cape, South Africa JenRecruitment Full timeA vacancy exists for an Inbound Client Services Call Centre and Correspondence Administrator in our Client Services Department.The contact centre is responsible for the inbound telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution experience, while maintaining a high standard of customer service....
-
Client Contact Centre Service Administrator
2 weeks ago
Cape Town, Western Cape, South Africa JenRecruitment Full timeA vacancy exists for an Inbound Client Services Call Centre and Correspondence Administrator in our Client Services Department.The contact centre is responsible for the inbound telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution experience, while maintaining a high standard of customer service....
-
Client Contact Centre Service Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Status Staffing Full timeOur Client in Claremont is looking to employ a Client Contact Centre Service Administrator with 2 years proven client service/call centre experience to respond to and resolve general/claim related correspondence queriesA recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Admin / Call CentreBASIC SALARY :...
-
Senior Client Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Tmf Group Full timeWherever you're based and whatever your role at TMF Group, one thing's for certain: you'll be part of a truly diverse, global business and benefit from the many advantages that brings.Already Applied?Update your details, view your applicationand progress >> Login Job search Already Applied?Update your details, view your applicationand progress >> Login Job...
-
Senior Client Administrator
2 weeks ago
Cape Town, Western Cape, South Africa TMF Group Full timeJob no: 573459Work type: Full timeLocation: Cape Town, South AfricaCategories: Administration, Private Equity and Real Estate, FundsOffice Location: Cape TownWe provide employee, financial and legal administration so that firms can invest and operate safely around the world. TMF Group is a single global team with over 10,000 colleagues in 125 offices across...
-
Client Services Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Nedbank Full timeClient Services Consultant Location: Cape Town, Western Cape Closing Date 07 March 2024 Career Stream Sales Leadership Pipeline Manage Self: OperationalJob Purpose To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a clientcentric bankResponsibilities: Build...
-
Client Service Agent
2 weeks ago
Cape Town, Western Cape, South Africa SFG Engineering Services Full timeThe purpose of a Client Services Agent is to co-ordinate job assignments, quotations, invoicing and general administration.Duties and responsibilities: Ensure open communication between company and customer Liaise with client regarding queries or other job related enquiries Distribution of enquiries to various branches Liaise with technical & sales...
-
Client Service Manager
2 weeks ago
Cape Town, Western Cape, South Africa TMF Group Full timeJob no: 571192Work type: Full timeLocation: Cape Town, South Africa, Johannesburg, South AfricaCategories: Client Relationship ManagementOffice Location: Johannesburg We provide employee, financial and legal administration so that firms can invest and operate safely around the world.TMF Group is a single global team with over 10,000 colleagues in 125 offices...
-
Client Services Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Full timeWho we are? Sanlam Investment Group: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...
-
Client Service Manager
2 weeks ago
Cape Town, Western Cape, South Africa TMF Group Full timeJob no: 571207Work type: Full timeLocation: Global, Cape Town, South AfricaCategories: Client Relationship ManagementOffice Location: Cape Town We provide employee, financial and legal administration so that firms can invest and operate safely around the world.TMF Group is a single global team with over 10,000 colleagues in 125 offices across 86...
-
Cape Town, Western Cape, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Client Service Consultant: Investment Administration Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver...
-
Senior Client Service
2 weeks ago
Cape Town, Western Cape, South Africa Arora Online Full timePurpose:As a senior client service and project manager, you will oversee project management across multiple client projects, managing client relationships and becoming a strategic partner to clients. You will support the operations and project director in enhancing operational efficiency and will be responsible for client reporting.Responsibilities:Manage...
-
Client Service Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...
-
Client Contact Centre Services
2 weeks ago
Cape Town, Western Cape, South Africa Career Dynamics Global Full timeClient Contact Centre Services & Medical/GAP Claims Assessor x 3CPT/Southern Suburbs (Office based during the probation period)Salary Negotiable on experience (R12K - R19 K CTC PM) My client, a leading established Long-term Insurance Corporate (Medical/Individual Life Insurance) are looking for an experienced Client Contact Centre Service Inbound...
-
Client Services Representative
2 weeks ago
Cape Town, Western Cape, South Africa Unique Personnel Full timeJob Number 71919Job Type PermanentJob Title Client Services RepresentativeComputer Skills MS OfficeIndustry Transportation LogisticsCity Cape TownProvince Western CapeClient Liaison Liaise with client continuously and in a proactive manner regarding shipment events. Attempt to seek extended business from existing clients and referrals. Present the company as...
