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Client Service Administrator

4 weeks ago

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**
- Accurately complete member and risk contribution reconciliations
- Responsible for incoming client calls and following up to request oustanding client information
- 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
- Process and pay claims as per service level agreements with clients
- Prepare and submit monthly reports
- 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