Velocity Club Client Services

3 weeks ago


Centurion, South Africa Momentum Life Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), 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**

**Requirements**:
**Experience and Qualifications**
- Matric or equivalent
- 1-2 years client service experience
- 1-2 years insurance back office experience
- Minimum of 1 years financial service industry experience
- Knowledge of specific products, systems, processes and procedures will be an advantage.
- Understanding of relevant regulatory and compliance requirements will be an advantage
- MS Office Suite (Word, Excel, Teams)
- Must be fluent in English

**Duties & Responsibilities**

**What you’re going to do**:

- Provide effective support and build partnerships with CRCs, Advice Hub, MFP (Momentum Financial Planning) Practice Management Consultants, MFP Admin services and other service areas within each of the product houses

**Responsibilities and work outputs**:

- Provide a seamless onboarding client experience by ensuring that all required onboarding information is timeously obtained from clients.
- Where required, ensure that outstanding information is proactively followed up with CRCs or clients directly and or feedback regarding queries is directly communicated back to the client
- Capture all data accurately on relevant systems according to SLA agreements
- Prepare quotes accurately and within agreed time frames
- Facilitate and resolve enquiries received from CRCs and AAs
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative / compliance requirements.
- Establish and build healthy relationships with stakeholders which build rewarding relationships, facilitate feedback and provide exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously developing own expertise in terms of professional, industry and legislation knowledge
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development

**Competencies**
- Excellent Communication skills (including writing) in English
- Interpersonal skills
- Time management skills
- Attention to detail
- Planning skills
- Client centric



  • Centurion, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements (SLA)and legislative / compliance requirements. **Requirements**: - Matric - 2 - 5years' relevant experience - Exposure to the insurance or financial services...


  • Centurion, South Africa Momentum Corporate 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. We help people grow their savings,...


  • Centurion, South Africa PPS Recruitment Full time

    **Job Advert Summary**: An exciting opportunity for a consultant exists in our Client Services Department. Applications are invited for the above-mentioned position, to be filled as soon as possible. **Minimum Requirements**: **Qualifications & Experience** - Grade 12 - 3-year Tertiary Qualification in any related field. - **2 years or more experience in a...


  • Centurion, South Africa H2R Full time

    Gauteng, Centurion - Market related - Market related Monthly Cost To Company (Market related) Our client, a technology solutions company that delivers products designed to optimise workforce efficiencies and processes has a Permanent position for a Junior Client Service Consultant. Requires regular travel to client sites. When not travelling, then Hybrid...

  • Coach Client Service

    4 weeks ago


    Centurion, South Africa PPS Recruitment Full time

    **Job Advert Summary**: An exciting opportunity for an enthusiastic and results driven Coach exists, to provide one on one job support to coachees in order to assist them with the enhancement of their skills so that the coachees can accomplish tasks optimally. The coach will also take responsibility for the quality assurance process for their...


  • 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** To provide an...

  • Client Care Advisor

    4 weeks ago


    Centurion, South Africa Momentum Insure Company Limited 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. We help people grow their savings,...


  • Centurion, South Africa Momentum Investments Full time

    **Introduction** The CDD Service Specialist will be responsible for performing accurate background operational support administration duties in relation to the Anti-Money Laundering (AML) requirements within RISO. **Role Purpose** The CDD Service Specialist will be responsible for performing accurate background operational support administration duties in...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Service Manager

    4 weeks 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...

  • Service Manager

    3 weeks ago


    Centurion, South Africa Keo-Kutlwi Group (Pty)Ltd Full time

    Purpose of the role: The Service Manager is responsible for the implementation of the strategic plan. He/she will 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 reducing the...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Life Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...


  • Centurion, South Africa Edustaff Full time

    **Client Care Administrator / Portfolio Manager** Centurion East and Cape Town Office Hours: Monday to Friday, 8:00 am to 4:30 pm R15,000 - R18,000 depending on experience **Overview**: Our client, a leading tutoring company, is seeking a dedicated individual to join their team as a Customer Care Administrator, also known as a Portfolio Manager. This role...


  • Centurion, South Africa BCXP Full time

    Structure, Grade & Reporting Job grade/level S5 Business Unit Chief Finance Officer Position reports to Senior: Financial Business Partner Span of Control 0 Core Description Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Life Full time

    **Introduction** **Role Purpose** Resolving product related queries and accurately processing information in response to requests about the Momentum product offering received from clients. **Requirements**: Garde 12( Matric) Completed or studying towards a degree or diploma (preferred) **EXPERIENCE 1-2 Years Call Centre experience of customer service...

  • Service Specialist

    4 weeks ago


    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients - providing our valuable clients with consistent, world class and legendary service of the highest...


  • 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...


  • Centurion, South Africa Health Solutions Full time

    **Introduction** Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by...