Client Service Administrator
7 days ago
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 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 Group provides practical financial solutions for people, communities and businesses. Visit us at DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose Accurately and effectively analyse and review incoming correspondence and documents and create and allocate appropriate workflow task on the workflow system within the service level agreement. Requirements Matric qualification or equivalent At least 1 year administration and data capturing experience Basic computer skills (MS Office suite) Employee benefits experience will be an advantage Duties & Responsibilities Conduct thorough analysis of documents to accurately understand content, context, and scope for precise indexing. Identify and extract critical information to initiate appropriate workflows for annuitants and relevant stakeholders. Develop and maintain a structured, logical, and user-friendly indexing system to facilitate efficient information retrieval. Manage timely indexing and allocation of incoming documents and correspondence within established service level agreements (SLAs). Perform accurate data capturing to ensure quality and consistency of indexed records. Respond promptly and professionally to basic enquiries, ensuring resolution within agreed SLA targets. Redirect emails and enquiries to the correct departments or individuals based on knowledge of the internal organisational structure. Build and maintain strong cross-departmental knowledge to streamline enquiry routing and enhance communication efficiency. Deliver excellent customer service by maintaining clear, courteous, and professional interactions with all internal and external stakeholders. Support frontline operations by managing inbound call overflow and providing effective query handling assistance. Adhere strictly to Treating Customers Fairly (TCF) principles to ensure ethical handling of all indexing and customer service activities. Continuously identify process improvements to optimize indexing workflows and enhance overall operational efficiency. Competencies Attention to detail Time management skills Teamwork Communication Resilience Adaptability #J-18808-Ljbffr
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Client Services Administrator
7 days 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
7 days 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 Consultant
6 days ago
Cape Town, South Africa KAAP Service Full timeKAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...
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Client Service Administrator
7 days 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
1 week 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 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** - Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. - **Additional Information** This role is on a Pay for...
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Client Services Administrator
4 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
2 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
7 days 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:...
