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Service Specialist: New Business
2 weeks ago
Introduction
Momentum Investments helps you grow your wealth, whether you're an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions.
Role Purpose
Workflow:
Accurately monitor, report, resolve, respond/index (where needed) all Investment related queries and
service levels in order to provide an excellent, world class client experience/WOW experience.
Requirements:
- Matric/Grade 1
- Relevant investments or wealth (LISP) qualification
- Computer Literacy specifically Microsoft excel
- Wealth systems knowledge
- Wealth process knowledge
- Wealth product knowledge
- Familiar with the Wealth dashboard report
Duties & Responsibilities
- Effectively communicate with teams within RISO to manage and report on inflow of the work items daily;
- Effectively communicate with clients through various communication channels in a professional manner.
- Thoroughly check client data in order to ensure accuracy of all client information.
- Resolve queries timeously to meet daily business targets and provide exceptional client service.
- Timeously send all escalated queries to the respective Service Manager to escalate the matter to the
- Build effective relationships with all relevant stakeholders in order to provide constructive feedback on
- Diligently follow up with clients telephonically and provide feedback on a regular basis (keep in the loop,
- Maintain a high quality standard of work at all times
- Maintain client confidentiality at all times to mitigate any reputational risk
- Timeously refer any transaction to be processed by another team within SLA
- Accurately process financial instructions through active engagement with clients, within the quality and SLA
- Be a Subject Matter Expert on product solutions, systems and across various platforms to be able to provide
- Collaborate with team members to ensure efficient query resolution
- Show good corporate citizenship by getting involved in assisting other teams where and when needed, and
- Keep abreast of all industry and business trends as well as legislation in order to consistently meet all
Competencies
- Business acumen | Understands how the business operates, what the key issues and risks are that drives
of the Group.
- Client commitment | Anticipates, meets, and exceeds client's needs by creating long lasting relationships that
- Drive for results | Drive a sense of urgency, focus, accountability, agility, and execution to deliver business
- Leads change and innovation | Actively leads change, does what is right for the business and drives continuous
- Collaboration | Prioritises the business interests of Momentum Metropolitan and invests in the success of the
- Impact and influence | Persuades, convinces, influences, and inspires others, both within Momentum
- Selfawareness and insight | Manage self and relationships with others effectively and provides perspective in
- Diversity and inclusiveness | Is sensitive to individual and cultural similarities and differences and
benefit of all parties concerned.
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