Service Specialist

2 weeks ago

Centurion, Gauteng, South Africa Momentum Investments Full time

Introduction

Role Purpose
As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives.

The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.


Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurised servicing environment.

In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.


Requirements:

Experience and Qualifications

  • Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
  • Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
  • Knowledge and experience of digital capabilities will be an advantage.
  • Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
  • Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
  • Grade 12 or equivalent with Maths and/or Accounting.
  • B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
  • Momentum Investments product, process, procedure, and system knowledge will be an advantage.
  • Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.

Knowledge - will be an advantage

  • Extensive financial services industry knowledge.
  • Sound knowledge of client service policies, procedures and processes.
  • Knowledge of businessrelated rules and regulations.
  • Knowledge of relevant regulatory and compliance requirements.
  • Knowledge of the operational running of call and service centers.
  • Relevant product knowledge.
  • Knowledge of complaints handling processes and procedures.
  • Dualscreen navigation and typing skills at an advanced level.
  • Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.

Duties & Responsibilities
Responsibilities and Work Output

  • Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
  • Maintain a consistent differentiated client experience within a pressurised, fastpaced and deadline driven environment.
  • Maintain client confidentiality, at all times.
  • Capture and process valid client instructions accurately, the firsttime round, within set servicelevel timelines and quality standards.
  • Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
  • Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
  • Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and cocreate solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
  • Support the RISO team with processing instructions or tasks allocated or made available to you be it client instructions, transactional indexing, cleanup projects, etc. Working together to create a combined centre of excellence.
  • Adhere to product, legislative and compliance processes, and procedures at all times.
  • Adhere to Client Centric and Treating Customers Fairly Principles.
  • Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
  • Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
  • Make active daily contributions to help achieve team goals, targets, and successes, taking coresponsibility for the team's deliverables as a collective team.
  • Research, followup and resolve client enquiries and problems through effective interaction with cli

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    Introduction Through our clientfacing 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.Role Purpose The Service Specialist (Death...

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionRole PurposeThe Service Specialist (Death Claims) will oversee the complete servicing of death claims (deceased estates) within the RISO business unit. This includes timely handling and support for claims received from various investment platform clients. Responsibilities encompass reviewing received death claims, soliciting missing necessary...

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionRole Purpose**The Service Specialist (Benefit and Claim Support) will handle precise operational support tasks related to technical transactional processing within RISO. This includes section 14 and 37 transfers, death claims, unit transfers, retirement income reviews, missing documentation requests, and general support for operational and client...

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionRole Purpose**As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Specialist Insurance

    2 weeks ago

    Centurion, Gauteng, South Africa Mercedes-Benz Financial Services South Africa (Pty) Ltd Full time

    Aufgaben: At Mercedes-Benz Financial Services South Africa (MBFS SA), we pride ourselves on our reputation for service excellence and our care in providing flexible, innovative and tailormade finance and insurance solutions. Mercedes-Benz Financial Services is a leading captive automotive financial services provider, operating in 40 countries as the global...

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionRole PurposeResolving product related queries and accurately processing information in response to requests about the Momentum product offering received from clients.Requirements:Garde 12( Matric)Completed or studying towards a degree or diploma (preferred)**EXPERIENCE1-2 Years Call Centre experience of customer service principles and practices....

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionRole Purpose**- Resolving Myriad product related queries and accurately processing information in response to requests about the Myriad product offering received from clientsRequirements: Garde 12( Matric)Completed or studying towards a degree or diploma (preferred)EXPERIENCE1-2 Years Call Centre experience of customer service principles and...

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionRole PurposeResolving product related queries and accurately processing information in response to requests about the Momentum product offering.Requirements:QUALIFICATIONSGrade 12 (Matric).Completed or studying towards a degree or diploma (preferred).EXPERIENCE2 Years Call Centre experience of customer service principles and practices....

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionRole PurposeWorkflow: Accurately monitor, report, resolve, respond/index (where needed) all Investment related queries andservice levels in order to provide an excellent, world class client experience/WOW experience.Kindly note that this role is a fixed-term contract.Requirements: Matric/Grade 1 Relevant investments or wealth (LISP)...

  • Senior Technical Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa SET IT Recruitment Full time

    Looking for a Senior Technical Specialist - SAP to join the Finance, Treasury and IT Team at a well-established financial services provider.

  • Service Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionRole PurposeRequirements: Matric/Grade 1 Relevant investments or wealth (LISP) qualification years' experience in a contact centre or in the investment or financial service industry Computer Literacy specifically Microsoft excel Wealth systems knowledge Wealth process knowledge Wealth product knowledge Familiar with the Wealth dashboard...

  • Specialist ERP

    2 weeks ago

    Centurion, Gauteng, South Africa Vodafone Full time

    Role Purpose:Infinity Services Partner Company is a Managed Services Business, wholly owned by and a fully-fledged subsidiary of Vodacom.Infinity Services Partner Company is looking for a Revenue & ERP Management Specialist.The specialist will ensure that the Revenue & ERP activities within Vodacom Services Company are carried out timeously and accurately:To...

  • Remuneration Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Ampath Trust Full time

    Advert Reference:P5441 Remuneration Specialist - CenturionJob Title:Remuneration Specialist - CenturionJob Grade:Grade 9Closing Date:2023/02/22Position Available From::00Area:CenturionActual Place Of Work:CenturionPosition Type:Full-TimeWeekly Hours:40Time Conditions:5 day Work Week (South Africa)Purpose of Position:The Remuneration Specialist assists in the...

  • Pricing Actuarial Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Communicate Recruitment Full time

    One of the fastest growing banks in South Africa is looking for a Pricing Actuarial SpecialistJob & Company Description:ThisBank is South Africa's only specialist agricultural bank established in 1912. The bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach.The...

  • Business Development Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Kontak Recruitment SA Full time

    Centurion East, Gauteng - SalesBusiness Development Specialist - International Sales - Team Leader (JB2913)Centurion East (Office Based role)Salary: Highly CompetitiveDuration: PermanentApplication closing date: 24 March 2023UK based company that develops and markets specialist server appliance products in specific technical niches requires the expertise of...

  • Compliance Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Six Sense Full time

    Gauteng, Centurion R Annually Cost To Company (Market related)A well-established financial services business is seeking to appoint a Compliance Specialist.Qualifications & Experience: Bachelors Degree in Finance or Law 3 years experience within the Financial Services Industry 3 years of Compliance Management experience within financial servicesCritical...

  • Investment Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Land Bank Careers Full time

    Job Advert Summary:The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance...

  • Product Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Dante Personnel Full time

    Gauteng, CenturionProduct Specialist - Pump System (Customer Care) - Centurion_R R45 000 Negotiable_Our Client in the Pump Systems Industry have a position available for a Product Specialist who will be working alongside a team off Design Engineers, oversees development to ensure marketability of the productMinimum requirements: Minimum of 5 years of...

  • Innovation Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa SoluGrowth (Pty) Ltd. Full time

    We are seeking a passionate and experienced Innovation Specialist to join our dynamic team within Telecommunications industry. In this temporary specialist role, you will play an important role in helping support the team through leading the ideation, development, and launch of innovative products and services across various digital fields, including EdTech...

  • Agricultural Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Land Bank Careers Full time

    Job Advert Summary:The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance...