Senior Fund Relationship Consultant

5 months ago

Sandton, 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, protect what matters to them and invest for the future. We help companies and-
**Role Purpose**
- Take ownership for the client engagement strategy of a portfolio of large corporate clients, to build, strengthen and maintain existing client relationships with Principal Officers, Board of Trustees and other role players.**Requirements**:

- B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher
- Certified Financial Planner qualification will be an added advantage
- 5 to 8 Years' relevant experience at senior level in Financial Services Industry with a focus on employee benefit client relationship management and/or benefit consulting combined with related experience in administration and accounting procedures.
- Strong understanding of Employee Benefits administration processes and related products
- Certified Financial Planner qualification will be an added advantage
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook

**Duties & Responsibilities**
- Service a portfolio of Stand Alone Retirement Funds.
- Build and maintain strong professional relationships with clients so as to remain abreast of their needs.
- Maintain overall knowledge of the fund's activities and manage deliverables.
- Attend Board and Sub-Committee meetings on behalf of the Administrator.
- Monitor and allocate the actions items arising from the minutes.
- Participate in relevant customer or stakeholder forums.
- Monitor regular reports on delivery of services against agreed service level agreements and in terms of
overall customer targets.
- Timeous and correct preparation of Agenda Packs for client meeting according to identified needs.
- Contribute to the improvement of current services that can potentially lead to improved client experience.
- Develop and maintain productive working relationships with peers and organisational role players to
achieve optimal cross process integration.
- Develop processes to effectively foster, manage and maintain key stakeholder relationships and monitor
effectiveness.
- Prioritise and allocate work and manage related processes to achieve predefined objectives within quality
standards.Undertake information gathering and analysis of data within set guidelines to provide timely information
in area of accountability.
- Build and maintain relationships with clients and internal and external stakeholders that promote cross
delivery process solutions.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor
appropriateness and recommend adjustments.
- Deliver on service level agreements made with internal and external stakeholders, monitor feedback and
recommend adjustments.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Drive customer service delivery goal achievement in line with predefined standards and in support of
operational objectives.
- Implement client retention strategies effectively and report on the effectiveness thereof for future
improvement.
- Liaise with clients and provide information and liaison services to facilitate information dissemination,
flow and customer satisfaction.
- Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
- Manage client query processes and ensure that they are tracked and can be resolved in accordance with
operational goals and standards.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and
provides exceptional client service.

**Competencies**
- Analytical thinking
- Commercial thinking
- Business acumen
- Presentation skills
- Influencing
- Planning and Organising
- Interpersonal Relationships

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