Client Service Administrator

5 months ago


Cape Town, South Africa Momentum Corporate Full time

**Introduction**

**Role Purpose**

Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

**Requirements**:

- Matric
- 2 years' experience in Employee Benefits administration

**Duties & Responsibilities**
- Accurately complete member and risk contribution reconciliations
- Investigate and resolve all non-reconciling items
- Monitor the monthly risk premium payments to respective insurers in line with agreed timelines
- Ensure all risk processes are updated to member records and reconciled weekly
- Check and approve late payment interest calculations
- Draft professional and relevant correspondence to clients
- Prepare and submit accurate reports on the status of the Retirement Fund administration
- Attend retirement related meetings to keep abreast of operations within the business
- Receive and review claim documentation in order to ensure that they are complete and accurate
- Follow up with clients on outstanding information
- Submit beneficiary statements to board of trustees for approval when necessary
- Process and pay claims as per service level agreements with clients
- Prepare and submit monthlyreports
- Investigate client queries within service level agreements and provide clients with timeous feedback
- Resolve and escalate client queries when necessary
- Build and maintain relationships with clients and internal and external stakeholders
- Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.

**Competencies**
- Attention to detail
- Accountability
- Customer orientation
- Planning and organizing skills



  • 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.**Role Purpose** - Accurately process...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. **Requirements**: - Matric or equivalent (Mathematics and/or Accounting) - 2 - 3 Years' experience in a Financial Services Administration environment will be an...


  • 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,...


  • 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 others pecialist brands, including Guardrisk and Eris Property Group,the group enables businessand people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Cape Town, South Africa Call Centre Staffing Full time

    Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...


  • Cape Town, South Africa Call Centre Staffing Full time

    Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Accurately process retirement fund member's data and provide fundadministration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...


  • 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,...


  • Cape Town, South Africa TMF Group Full time

    **Job no**: 575191 **Work type**: Full time **Location**: Cape Town, South Africa **Categories**: Client Corporate Secretarial, Funds, Entity Management **Office Location**: Cape Town **About TMF Group** **TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and...


  • Cape Town, South Africa BCXP Full time

    Business unit, Department, ReportingBusiness UnitCloud Platform Solutions DepartmentService Management - QualityJob gradeOP1 Core DescriptionTo provide accurate information on configurations and their documentation to support all the other Service Management processes, assist team with technical solutions and coordination with other teams in the business....


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** The underwriting administrator will act as the liaison between the underwriter and the client by communicating decisions, resolving client queries, arranging Fast lane service and completing documents to enable the underwriting process. **Requirements**: - Matric - 1 year experience in a financial service administration...


  • Western Cape, 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.**Requirements**: **Experience And Qualifications** -...


  • Cape Town, South Africa TMF Group Full time

    Job no: 575191 Work type: Full time Location: Cape Town, South Africa Categories: Client Corporate Secretarial, Funds, Entity Management Office Location: Cape Town We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be...


  • Cape Town, South Africa TMF Group Full time

    We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical...


  • Cape Town, Western Cape, South Africa Status Staffing Full time

    About the RoleWe are seeking an experienced Client Contact Centre Service Administrator with a proven track record in client service and call centre experience to join our team at Status Staffing.Key ResponsibilitiesRespond to and resolve general and claim-related correspondence queries in a timely manner.Provide exceptional customer service and support via...


  • Cape Town, South Africa Vine Full time

    Our client a UK based Investment company is looking for a **CLIENT FINANCIAL SERVICES ADMINISTRATOR **join their team in Cape Town. To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance...


  • Cape Town, Western Cape, South Africa Guardian Recruiting Full time

    Guardian Recruiting is seeking an Administrative Assistant to support their client services team. The ideal candidate will possess excellent administrative skills, attention to detail, and the ability to work independently in a fast-paced environment.Key Responsibilities:Provide administrative support to the client services teamManage and maintain accurate...


  • Cape Town, South Africa JenRecruitment Full time

    A vacancy exists for an Inbound Client Contact Centre and Correspondence Administrator in our Client Contact Department based in Claremont (Cape Town).  Applicants must have a thorough understanding of medical aid operations or insurance policy administration and operations. The contact centre is responsible for the inbound telephonic servicing of the...


  • Cape Town, South Africa JenRecruitment Full time

    A vacancy exists for TWO Inbound Client Contact Centre and Correspondence Administrator in our Client Contact Department based in Claremont (Cape Town).Applicants must have a thorough understanding of medical aid operations or insurance policy administration and operations. The contact centre is responsible for the inbound telephonic servicing of the...


  • Cape Town, South Africa Vantage Debt Management Full time

    VDM is looking for hungry, energetic, and positive individuals to join its growing team. Be a part of a young and exciting company in the financial services industry. If you are keen to make a positive difference in people’s lives and grow your finance career at the same time this is the opportunity for you. Responsibilities and Duties - Perform...