Velocity Club Client Services

IntroductionRole PurposeMomentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals. The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial planning...

IntroductionVelocity Club is looking for an experienced, innovative and dynamic financial planner that wants to take their career to the next level. Momentum Velocity Club is an unique and exciting initiative responsible for new generation face-to-face financial planning.Role PurposeTo manage a team of advice analysts in VC Advice Hub in order to support the...

IntroductionMomentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a...

IntroductionRole PurposeAccurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement.Requirements: Grade 12 or equivalent (NQF level 4) 2 Years' relevant experience within a financial services environment Employee benefits...

IntroductionRole PurposeProvide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements (SLA)and legislative / compliance requirements.Requirements: Matric- - 5years' relevant experience Exposure to the insurance or financial services industry Employee Benefits...

Advert Reference:P5129 Client Services Officer - CenturionJob Title:Client Services Officer - CenturionJob Grade:Grade 12Closing Date:2023/01/17Position Available From::00Area:CenturionActual Place Of Work:CenturionPosition Type:Full-TimeWeekly Hours:40Time Conditions:5 day Work Week (South Africa)Purpose of Position:To provide fast and professional client...

IntroductionRole Purpose**- Professionally communicate with members and/or family members of deceased members to advise them of unclaimed benefits within the fund.Purpose is tor recieve all required documentation in order for Momentum to process the claims and pay the remaining funds.Requirements: Matric 5 years' experience in Employee Benefits...

IntroductionThrough our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals andlife aspirations.Role PurposeAccurately process retirement fundmember's...

Job Advert Summary:An exciting opportunity for a consultant exists in our Client Services Department.Applications are invited for the above-mentioned position, to be filled as soon as possible.Minimum Requirements:Qualifications & Experience Grade 1 3year Tertiary Qualification in any related field.- 2 years or more experience in a Medical Call Centre...

IntroductionMomentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a...

IntroductionRole PurposeProvide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.Requirements: Matric or equivalent 23 years experience in Employee Benefits Businessrelated qualifications advantageous MS Office...

IntroductionThrough 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...

Job Advert Summary:An exciting opportunity for a consultant exists in our Client Services Department.Applications are invited for the above-mentioned position, to be filled as soon as possible.Minimum Requirements:Qualifications & Experience Grade 1 3year Tertiary Qualification in any related field. 2 years or more experience in a Medical Call Centre...

IntroductionMomentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a...

Job Title: Service Consultant - Underwriting Client Care (Short-Term Insurance) - PSG Insure STAKey Responsibilities:Client Interaction:Act as the primary point of contact for clients during the underwriting process.Respond promptly and professionally to client inquiries, concerns, and requests for information.Provide clear and accurate explanations of...

Gauteng, Centurion Market related Market relatedMonthly Cost To Company (Market related)Our client, a technology solutions company that delivers products designed to optimise workforce efficiencies and processes has a Permanent position for a Junior Client Service Consultant.Requires regular travel to client sites.When not travelling, then Hybrid (working...

We are looking for an individual with experience in the construction building environment and preventative maintenance to join us as the Client Service Administration Officer (Maintenance Officer). You will be responsible for facilitating communication, collaboration, and information sharing between the organization and suppliers. Schedule and coordinate...

Monitor open orders and forecast monthly invoices.Arrange delivery and installation of new cabinets.Assist customers with after-sales service related to newly installed cabinets.Cross border travel arrangements, acquiring the invitation letter from the client,Scheduling of Covid tests for technicians, acquiring a border letter from the insurance for the...

Business Unit:MarketingFunction:Marketing ManagementDate:05-Jan-2023Discovery - MarketingClient Consultant - Discovery Menlyn StoreAbout DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...

IntroductionRole PurposeEducate employers, financial advisors and members on their group benefits to promote product utilization, understanding of benefits as well as promote and educate stakeholders (internal and external) regarding availability of digital platforms that the company provides.Requirements: Grade 1 NQF 6 or equivalent qualification in long...