Escalation Specialist
12 hours ago
-Introduction
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 Metropolitan provides practical financial solutions for people, communities and businesses.
Role Purpose
This role involves coordinating and processing of escalation processes across all Investments platforms, placing focus on the financial wellness of the investor to ensure a positive client experience.
Requirements
- Grade 12 (Matric)
- Post Matric qualification (e.g. Investment management, statistics and mathematics)
- At least 5 years' client service experience in an insurance or financial services environment.
Duties & Responsibilities
- Effectively and efficiently communicate to key stakeholders, upon analysing data trends
- Evaluate and implement process changes that drive efficiency.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Coordinate a comprehensive service function, ensuring timeous and accurate service delivery.
- Monitor operational targets of the team, and resolve issues speedily to enhance client service delivery.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage high risk and problematic financial clients in area of accountability as well as contribute to the adherence of policy.
Competencies
- Decisive and assertive
- Attentive to detail
- Effective communication and Interpretation skills
- Sense of urgency
- Analytical thinking
- Relatable
- Passionate about driving a world class client experience
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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