Service Specialist Annuities

Service Specialist Annuities (Temporary Position) Momentum – Centurion, Gauteng, South Africa Role Purpose As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. Your main purpose is to increase client loyalty through effective and efficient service, providing world‑class service during every interaction and demonstrating that investing is personal. Responsibilities 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 pressurized, fast‑paced and deadline‑driven environment. Compose thoughtful, personalized telephonic and email responses for a variety of client needs. Maintain client confidentiality at all times. Capture and process valid client instructions accurately, the first‑time round, within set service‑level timelines and quality standards. Request and obtain any missing information, documentation and/or signatures by following legislative, compliance and product process and procedure guidelines. Use telephone interactions to enable effective and efficient communication to enhance service experience. Keep clients, admin staff and channel partners informed and in the loop at every step. Support the team with processing instructions or tasks allocated or made available—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 reputational and financial risk arising from processing instructions and interactions. Take personal responsibility and accountability for daily and monthly targets (production, quality and client satisfaction). Make daily contributions to team goals, targets and successes, taking co‑responsibility for the team’s deliverables as a collective effort. Research, follow‑up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas and other stakeholders. Participate and contribute to a culture of identifying and recommending improvements that improve client service, cost effectiveness, operational efficiency and reduce risks. Actively improve own performance and drive own development, continually expanding professional, industry, compliance and legislative knowledge. Live the Momentum Group values: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork. Qualifications Minimum of 2–3 years of practical, relevant experience in Investment, Insurance or Financial Services with excellent administrative and client‑servicing skills. Experience in an investment service environment building strong relationships and supporting business growth. Tech savvy with the ability to troubleshoot and resolve issues quickly. Knowledge of relevant legislation (POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc.) is an advantage. Grade 12 or equivalent with Maths and/or Accounting. B.Com Finance/Investments or related tertiary qualification is an advantage. Knowledge of Momentum Investments products, processes, procedures and systems is an advantage. Excellent computer skills and the ability to learn new systems quickly. Dual‑screen navigation and typing skills at an advanced level. Intermediate proficiency in Microsoft Office Suite (Excel, Word, Outlook and Teams). Extensive financial services industry knowledge. Sound knowledge of client‑service policies, procedures and processes. Knowledge of business‑related rules and regulations. Understanding of regulatory and compliance requirements. Experience with call and service‑centre operations. Product knowledge relevant to the role. Knowledge of complaints‑handling processes and procedures. Competencies Passionate about service excellence with a “will do, can do” attitude. Excellent teamwork, building team spirit and caring for individuals. Works well under supervision and independently. Effective networking and relationship building at all levels. Highly organized, efficient, with excellent time management and sense of urgency. High attention to detail and quality output. Honesty, integrity and respect for confidentiality. Resilience, adaptability and tenacity in stressful environments. Adherence to ethical principles and diversity values. Clear, confident communication, both written and verbal. Analytical skills and problem‑solving ability. #J-18808-Ljbffr