Service Account Manager

2 weeks ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

**Role Purpose**

As a Service Account Manager (SAM) within our Momentum RISO BAU team, you will be one of Momentum's brand representatives, to our top supporting Financial Advisers. The main purpose of your role will be to increase client loyalty and satisfaction through consistent, world class and legendary service of the highest quality, to our valuable Advisers and clients during every interaction, showing that we care and that to us investing is personal.

Building sound and solid relationships with a panel of Financial Advisers and their admin staff to enhance, retain and grow our business - encouraging them to choose and/or retain Momentum Investments as their preferred service provider. Playing a key role in promoting and driving digital adoption - uniting with the Adviser and his/her office and our Channel Partners to adopt our digital offerings providing ongoing support to increase our digital footprint.

Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels and BAU platforms within a fast paced, pressurised servicing environment. In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time as well as resolving complex Wealth product related queries.

**Requirements**:
**Experience and Qualifications**:

- Minimum of 3 to 5 years practical and relevant experience, within the Momentum Investments BAU service area - experience within the 4 portfolio lines (Wealth, MWI, MCI and Annuities) with product, process, procedure, and system knowledge will be a great advantage.
- Minimum of 10 years practical and relevant experience within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience - experience within the investment industry (LISP) will be an advantage.
- Practical and relevant experience within an investment service environment where a client panel was linked directly to you and you had to build strong relationships, provide personalised service, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Knowledge and experience of digital capabilities will be an advantage.
- Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
- Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc.
- Grade 12 or equivalent with Maths and/or Accounting.
- Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
- Dual-screen navigation and typing skills at an advanced level.
- Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.

**Knowledge**:

- Extensive financial services industry knowledge.
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of call and service centers.
- ll and service centers.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.

**Duties & Responsibilities**
- Deliver positive, seamless, quality, personal and professional customer service during every interaction with your panel of Advisers and related stakeholders in a considerate and timely manner.
- Maintain a consistent differentiated client experience within a pressurised, fast-paced and deadline driven environment.
- Maintain client confidentiality, at all times.
- Take responsibility for your own Adviser panel as well as collective co-responsibility for the BAU’s Adviser panels - effectively and efficiently servicing, collaborating, and communicating as one voice from a combined unit, always ensuring uninterrupted and ongoing service delivery.
- Capture and process valid client instructions accurately, the first-time round, every time, exceeding set service-level timelines and quality standards.
- Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance, risk and product process and procedure guidelines.
- Always keeping your clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
- Assist, support, promote and train your Adviser panel, their admin staff and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may preve

  • Senior Accounts Payable Officer

    1 day ago

    Centurion, South Africa The South African Weather Service (SAWS) Full time

    The South African Weather Service (SAWS) is a Section 3(a) public entity under the Ministry of Environmental Affairs and is governed by a Board. The organisation is an authoritative voice for weather and climate related services in South Africa and is a member of the World Meteorological Organization (WMO) to fulfil a range of international obligations of...

  • Account Manager

    Found in: Adzuna ZA B C2 - 1 week ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    Minimum requirements: MatricBachelor's degree in Business Administration, Marketing, or a related fieldDell Client Services Partner TrainingFluency in English3 to 5 years IT Technical Sales experience, with emphasis on ICT Client Services (End user devices, Boardroom equipment, end user resources etc)5 to 7 years extensive Account Management and Sales...

  • Account Manager

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Centurion, South Africa Dante Personnel Full time

    Minimum requirements: MatricBachelor's degree in Business Administration, Marketing, or a related fieldDell Client Services Partner TrainingFluency in English3 to 5 years IT Technical Sales experience, with emphasis on ICT Client Services (End user devices, Boardroom equipment, end user resources etc)5 to 7 years extensive Account Management and Sales...

  • Account Manager

    Found in: Whatjobs ZA C2 - 6 days ago

    Centurion, South Africa Dante Personnel Full time

    Minimum requirements: Matric Bachelor's degree in Business Administration, Marketing, or a related field Dell Client Services Partner Training Fluency in English 3 to 5 years IT Technical Sales experience, with emphasis on ICT Client Services (End user devices, Boardroom equipment, end user resources etc) 5 to 7 years extensive Account Management and Sales...

  • Account Manager

    2 days ago

    Centurion, South Africa Elite Search and Selection Full time

    Gauteng, Centurion - R 45 000 - R 60 000 Monthly Basic Plus Commission**Role**: Account Manager - Broadcast Technologies **Location**: Centurion - Gauteng South Africa - Join the team at a leading Broadcast Technologies Company. As an Account Manager, you will be responsible for building and maintaining strong relationships with clients, managing accounts,...

  • Service Manager

    2 days ago

    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** **Role Purpose** - The Service Manager is responsible for the implementation of the strategic plan. - To manage and monitor the performance of Service consultants; as well as ensuring that client relationships are maintained and developed with the aim of retaining the correct calibre of clients on the book for as long as possible and...

  • Sales Account Manager

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Centurion, South Africa The Human Element Full time

    Our client is seeking a Key Accounts Manager to join their team. My client is trusted to?provide?significant digital transformation and technology solutions through the power of Microsoft solutions and multiple years of experience in tech advisory.The successful incumbent will be responsible for: Build and nurture strong, long-term relationships with...

  • Account Manager – Broadcast

    1 day ago

    Centurion, South Africa Elite Search Full time

    Join the team at a leading Broadcast Technologies Company. As an Account Manager, you will be responsible for building and maintaining strong relationships with clients, managing accounts, and ensuring customer satisfaction as well as bringing new logos on board. You will definitely need to have a zest for continuous learning in both sales and technical...

  • Spec: Sales Account Management

    2 weeks ago

    Centurion, South Africa BCXP Full time

    Business Unit, Department, Reporting Job grade/level S5 Business Unit CSO Department Public Sector, Diversified & Telkom, Retail & CPG, Coastal, Inland, Mid-Market and Financial Services Position reports to Executive: Sales Account Management/ Integrated Account Directors Span of Control 0 Core Description Responsible for the management of the full sales...

  • Management Accountant

    Found in: Whatjobs ZA C2 - 6 days ago

    Centurion, South Africa Network Recruitment Full time

    My client in the FMCG sector is recruiting for a Management Accountant. This organisation has a large global footprint and offers stability and growth to their employees. The successful candidate will be a dynamic individual who is a hard worker and comes from the FMCG sector. Duties: Financial analysis Preparation of management accounts Budgeting and...

  • Management Accountant

    Found in: Adzuna ZA B C2 - 1 week ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    My client in the FMCG sector is recruiting for a Management Accountant. This organisation has a large global footprint and offers stability and growth to their employees. The successful candidate will be a dynamic individual who is a hard worker and comes from the FMCG sector. Duties:Financial analysisPreparation of management accountsBudgeting and...

  • Management Accountant

    Found in: Adzuna ZA B C2 - 10 hours ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    My client in the FMCG sector is recruiting for a Management Accountant This organisation has a large global footprint and offers stability and growth to their employees. The successful candidate will be a dynamic individual who is a hard worker and comes from the FMCG sector. Duties:Financial analysisPreparation of management accountsBudgeting and...

  • Manager: Service Operations Security

    2 days ago

    Centurion, South Africa BCXP Full time

    Business Unit, Department, Reporting Job grade/level M5 Business Unit Converged Communication Department Data Networks - Managed Network Security Services Position reports to Senior Manager: Security Network Operations Span of Control Core Description Responsible for managing and controlling the resources required to deliver the contracted services to...

  • Management Accountant

    Found in: Whatjobs ZA C2 - 6 days ago

    Centurion, South Africa Network Recruitment Full time

    My client in the FMCG sector is recruiting for a Management Accountant This organisation has a large global footprint and offers stability and growth to their employees. The successful candidate will be a dynamic individual who is a hard worker and comes from the FMCG sector. Duties: Financial analysis Preparation of management accounts Budgeting and...

  • Accounting Manager

    2 days ago

    Centurion, South Africa Dante Personnel Full time

    Gauteng, Centurion - R 800 000 - R 900 000 Annually Basic Plus Commission (Market related, Negotiable) - A dynamic & established telecoms company has a vacancy for - **Account Manager (existing & new customers) with Technical Sales / Customer service experience **to join their dynamic team.**Minimum requirements**: - Bachelor (**BSc or BTech)** degree in...

  • Temp Manager Corporate Services

    6 days ago

    Centurion, South Africa PHSDSBC Full time

    The Public Health and Social Development Sectoral Bargaining Council (PHSDSBC) is designated in section 36 of the Labour Relations Act, 66 of 1995, to promote labour peace through constructive collective bargaining and expeditious resolution of disputes. The PHSDSBC has a vacancy for a** Temporary Manager Corporate Services.** - matric (grade12), - and a...

  • Account Manager

    Found in: Talent ZA C2 - 2 weeks ago

    Centurion, South Africa Elanco Full time

    At Elanco (NYSE: ELAN) – it all starts with animals!As a global leader in animal health, we are dedicated to innovation and delivering products and services to prevent and treat disease in farm animals and pets. We’re driven by our vision of ‘Food and Companionship Enriching Life’ and our approach to sustainability – the Elanco Healthy Purpose –...

  • Account Manager

    2 days ago

    Centurion, South Africa Elite Search and Selection Full time

    Gauteng, Centurion - R 45 000 - R 60 000 Monthly Basic Plus Commission**Role**:Account Manager Telecommunication Test and Measurement equipment **Company**: wireless communication technology, human machine interfaces and cloud-connected sensors are driving the demand for faster and more precise measurement capabilities. These foundational electronic and...

  • Snr Spec: Sales Account Management

    1 day ago

    Centurion, South Africa BCXP Full time

    Business unit, Department, Reporting Business Unit CSO Department Public Sector and Financial Services Reports To **Managing Executive**: **Financial Services or ME**: Public Sector Grade S4 Core Description To be responsible for the management of the full sales cycle for the defined vertical and customer base of Financial Services or SOE/ Government...

  • Senior Management Accountant

    Found in: Whatjobs ZA C2 - 6 days ago

    Centurion, South Africa Network Recruitment Full time

    My client, one of Africas largest online marketplaces, is seeking a Senior Management Accountant to be a part of their amazing team. As the Senior Management Accountant, you will be at the forefront of implementing new systems and processes for the organisation. The successful applicant will be responsible for:Consolidate and review complex management...