Client Services Administrator
2 weeks ago
Client Services Administrator - Pension Fund Administration (Cape Town) MMH -6 Momentum Cape Town, Western Cape, South Africa Role Purpose Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. Requirements Experience And Qualifications Matric or equivalent. 2 - 3 Years' experience in a financial services administration environment. Employee benefits experience will be an advantage. Duties and Responsibilities Taking ownership of complaints and ensuring they are resolved timeously and effectively. Providing first time resolution on escalated complaints. Engaging in effective communication and delivering according to SLA's. Service recovery and client relationship restoration. Dealing with client requests in a competent, efficient and professional manner. Client / Broker visits where required. Client relationship building. Prepare Employer / Broker reports. Contributions – Understanding of retirement fund contributions process, including collection, recording and reconciliation as well as management of defaults in line with the S13A prescripts. Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements as well as knowledge of the full Death benefit processing in line with S37 of the PFA. Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations. Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) as well as written communication (email). In conjunction with the Administration Manager be accountable for the coordination of service delivery both internally and externally. Support the Portfolio Manager that enables efficient and effective client service. Ensuring all risks are mitigated and escalated where necessary. Report on findings of complaints to avoid reoccurrence. Maintaining a consistent service delivery to ensure client retention and satisfaction. Effectively utilising IT systems to ensure accuracy of documentation. Ensuring adherence to organisational best practice and legislative requirements. Maintaining broad product knowledge in order to effectively and accurately respond to customer complaints. Build and maintain relationships with clients and internal and external stakeholders. Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times. Make recommendations to improve client service and fair treatment of clients. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client experience. Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation. Positively influence and manage change and offer specialist support where required. Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff. Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management. Take ownership for driving career development. Seniority level Entry level Employment type Full-time Job function Other #J-18808-Ljbffr
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Client Services Administrator
1 week ago
Cape Town, South Africa Workforce Staffing - Gauteng Full timeClient Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....
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Client Services Administrator
1 week ago
Cape Town, South Africa Workforce Staffing - Gauteng Full timeClient Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....
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Client Service Administrator
1 week ago
Cape Town, South Africa Hire Resolve Full timeClient Service Administrator Hire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services....
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Client Service Administrator
2 weeks ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are...
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Client Services Administrator
6 days ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** Effective execution of retirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience. **Requirements**: - Matric or equivalent - 2 - 3 Years' experience in a Financial services administration environment - 1 - 2 Years' experience in Employee...
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Client Service Administrator
5 days ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - Accurately process retirement fund member's data and provide fund administration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years’ relevant experience within a...
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Client Service Administrator
2 weeks ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** Through 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,...
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Client Services Administrator
1 week ago
Cape Town, South Africa Persona Staff cc Full timeClient Services Administrator Reference: CPT -H-3 Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team. Duties & Responsibilities Responsibilities: Resolving customer queries and requests from incoming calls and email correspondence. Email and fax the accounts to the clients. General ad-hoc tasks. Requirements:...
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Client Service Administrator
1 week ago
Cape Town, Western Cape, South Africa Hire Resolve Full time R450 000 - R600 000 per yearHire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services.Responsibilities:Manage client...
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Client Service Agent
2 weeks ago
Cape Town, 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 &...
