Client Service Administrator

2 weeks ago

Centurion, South Africa Momentum Corporate Full time

**Introduction**

**Role Purpose**

Accurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement.

**Requirements**:

- Grade 12 or equivalent (NQF level 4)
- 2 Years' relevant experience within a financial services environment
- Employee benefits experience.

**Duties & Responsibilities**
- Responsible for incoming client calls and following up to request oustanding client information
- lnvestigate and resolve all non-reconciling items
- Draft professional and relevant correspondence to clients
- Attend retirement related meetings to keep abreast of operations within the business
- Submit beneficiary statements to board of trustees for approval when necessary
- lnvestigate client queries within service level agreements and provide clients with timeous feedback
- Resolve and and escalate client queries when necessary
- Build and maintain relationships with clients and internal and external stakeholders
- Make recommendations to improve client service and fair treatment of clients with area of responsibility. Participate and contribute to a culture which builds rewarding relationships, faciliates 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 details
- Accountability
- Customer orientation
- Planning and organizing skills

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