Service Account Manager

6 months ago

Centurion, South Africa Momentum Investments 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**
- As a Service Account Manager your aim will be to increase client loyalty through effective and efficient service to our top supporting clients. By building sound relationships with clients you will encourage them to choose Momentum Wealth as their preferred service provider.**Requirements**:

- Grade 12 or Equivalent (With Math/Accounting)
- Relevant industry related qualification (Finance or Investment Related) and/or
- Relevant business degree
- 3 - 5 years’ experience in financial services industry (essential)
- Exposure to a call centre or client service environment with proven knowledge of customer service principles and practices (desirable)
- 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.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.

**Duties & Responsibilities**
- Ensure service touchpoints across SI, are of the highest quality as measured internally and externally.
- Drive high level of quality (spoken, written and transactional) while meeting or exceeding SLC.
- Meet and exceed the targets on Voice of the Intermediary (VOI) and Net Promoter Score (NPS)
- Receive, evaluate, and timeously respond to enquiries via various servicing channels within a fast paced, pressurised service environment.
- Resolve complex Wealth product related queries and accurately process information in response to requests about the Momentum Wealth product offering.
- Deliver positive and seamless customer service during every interaction with the client in a considerate and timely manner.
- Maintain active engagement with clients (Brokers and Investment Consultants) and promptly execute on various interaction platforms.
- Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas.
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
- Keep all our stakeholders in the loop at all times.
- Maintain client confidentiality at all times.
- Timeously and accurately process all new business transactions within specified service level commitments.
- Maintain accurate records of all transactions (Alterations, Switches, Client Data Maintenance).
- Accurately process withdrawals of client investments/funds, including death claims.
- Contribute to the achievement of set team targets.
- Contribute to the development of a client service strategy that enables a positive client experience and business objectives.
- Contribute to the development of a client value proposition (CVP) and client service strategies to ensure operational considerations are incorporated.
- Identify and report process and system failures and enhancements to improve client experience.
- Strive towards achieving a distinction card score above 85%
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that 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.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Actively work towards minimising Profit & Losses and escalations/complaints.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Support team by creating lasting relationships, providing WOW experiences and following correct procedures.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Encourage innovation, change agility and collaboration within the team.
- Actively manage engagement and development.

**Competencies**
- Written and verbal communication
- Time manag

  • Food Services Accounts Manager

    1 month ago

    Centurion, Gauteng, South Africa Eskort Full time

    Job Title: Food Services Accounts ManagerWe are seeking a highly motivated and experienced Food Services Accounts Manager to join our team at Eskort. As a key member of our sales team, you will be responsible for managing and growing our food service accounts in the region.Key Responsibilities:Manage and grow existing food service accounts, including hotels,...

  • Service Account Manager

    5 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Account Manager (SAM) within our Momentum Wealth International Service Centre, 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...

  • Service Account Manager

    5 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Account Manager (SAM) within our Momentum Wealth Specialised Investments Service Centre, 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 Account Manager

    5 months 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,...

  • HORECA (Food Services) - Accounts Manager

    5 months ago

    Centurion, South Africa Eskort Pty Ltd Full time

    Gauteng, Centurion **HORECA****: - Food Services (Accounts Manager)** The purpose of this position will be to: 1. Handle all Food Service Accounts including, but not limted to, industries such as hotel, restaurant and catering. 2. Manage all sales-related activities that gravitate around food, beverage and hospitality. **Qualifications**: - Grade 12 -...

  • Food Services Accounts Manager

    5 months ago

    Centurion, South Africa Eskort Full time

    We invite all qualified applicants to apply for the role of Food Services Accounts Manager. The purpose of this position will be to:1. Handle all Food Service Accounts including, but not limited to, industries such as hotel, restaurant and catering.2. Manage all sales-related activities that gravitate around food, beverage and hospitality.Qualifications:...

  • Service Manager

    6 months ago

    Centurion, South Africa PPS Recruitment Full time

    **Job Advert Summary**: An exciting and challenging opportunity for an energetic, attention to detail and results driven Service Manager exists within the Scheme Finance Department. This role will report to the Head of Department: Finance. **Minimum Requirements**: **EDUCATION**: - Matric (Grade 12). - Relevant Finance Qualification. **EXPERIENCE**: -...

  • Account Manager

    6 months ago

    Centurion, South Africa Tracker South Africa Full time

    **Listing reference**: track_001201 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:(Key) Account Management**Location**:Centurion**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: **Job description**: - Achieve monthly and quarterly sales targets. - Maintain and identify...

  • IT Account Manager

    1 month ago

    Centurion, Gauteng, South Africa Sydsen Full time

    IT Account ManagerWe are seeking an experienced IT Account Manager to join our team at Sydsen. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for upselling and cross-selling IT products and services, and providing exceptional customer service.Key...

  • IT Account Manager

    1 month ago

    Centurion, Gauteng, South Africa Sydsen Group (Pty) Ltd Full time

    IT Account ManagerWe are seeking an experienced IT Account Manager to join our team at Sydsen Group (Pty) Ltd. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for upselling and cross-selling IT products and services, and delivering exceptional service and...

  • IT Account Manager

    2 months ago

    Centurion, South Africa Sydsen Group (Pty) Ltd Full time

    IT Account Manager - Centurion, GautengOur client is looking for an IT Account Manager to join their rapidly expanding team.Key Responsibilities:Build and maintain strong relationships with new and existing clients, acting as their primary point of contact for IT-related needs.Identify opportunities for upselling and cross-selling IT products and services,...

  • Account Manager

    3 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    We are seeking a highly skilled Account Manager to join our team at {company}.About the Role:As an Account Manager, you will be responsible for managing client relationships and identifying new business opportunities. You will work closely with our sales team to develop and implement effective sales strategies, and provide exceptional customer service to...

  • IT Account Manager

    3 months ago

    Centurion, South Africa Sydsen Full time

    Our client is looking for an IT Account Manager to join their rapidly expanding team.Key Responsibilities:Build and maintain strong relationships with new and existing clients, acting as their primary point of contact for IT-related needs.Identify opportunities for upselling and cross-selling IT products and services, driving revenue growth.Understand client...

  • IT Account Manager

    3 months ago

    Centurion, South Africa Sydsen Full time

    Our client is looking for an IT Account Manager to join their rapidly expanding team. Key Responsibilities: Build and maintain strong relationships with new and existing clients, acting as their primary point of contact for IT-related needs. Identify opportunities for upselling and cross-selling IT products and services, driving revenue growth. ...

  • Key Accounts Manager

    6 months ago

    Centurion, South Africa The Human Element (Pty) Ltd 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...

  • Key Accounts Manager

    5 months ago

    Centurion, South Africa Talent Evolution Full time

    **Responsibilities**: - Collaborate with the wider sales team to maximize sales opportunities in the food services sector - Expand business within specific market segments by establishing new relationships and identifying business prospects - Skillfully negotiate agreement terms and close sales within authorized parameters - Achieve budget targets across...

  • Service Manager

    5 months 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...

  • Service Manager

    5 months ago

    Centurion, South Africa Rise Recruiting Agency Full time

    Our client in the Finance space is looking for a **Service Manager** to join them in Centurion, Gauteng. **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...

  • Key Account Manager

    3 months ago

    Centurion, South Africa IQVIA Full time

    **IQVIA **is looking for talented and passionate applicants at a **Key Account Manager** level to join our Commercial Sales Team in **South Africa**. As a Key Account Manager, you will promote, recommend and sell solutions, products and services to your Key Account Portfolio. This includes developing, managing, and implementing sales strategies, identifying...

  • Account Manager: Ict

    5 months ago

    Centurion, South Africa Elite Search and Selection Full time

    Gauteng, Centurion - R 40 000 - R 60 000 Monthly Basic Plus Commission**Position**: Technical Sales Account Manager **Location**: Centurion Our client is a successful 1st tier provider of integrated access services which include metro-wireless access networks, private satellite access networks, and unified communication networks. They are looking for a...