Service Specialist

5 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**
- The Service Specialist (Death Claims) will oversee the complete servicing of death claims (deceased estates) within the RISO business unit. This includes timely handling and support for claims received from various investment platform clients. Responsibilities encompass reviewing received death claims, soliciting missing necessary documentation and information, engaging directly with Executors, Beneficiaries, Fund Trustees, etc., and offering general support to both operational and client services environments.Emphasis will be placed on prioritising a positive client experience, efficient processing, optimisation, risk mitigation, fraud prevention, and delivering exceptional service across multiple platforms for all stakeholders.

**Requirements**:

- Minimum of 3-5 years of practical experience in the Investment, Insurance, and Financial Services industry with strong client service skills.
- Experience in an investment service environment, building relationships, facilitating business growth, and more is a significant advantage.
- Having hands-on experience in handling death claims will be a significant asset.
- Knowledge and experience with digital tools are a plus.
- Tech-savvy with troubleshooting skills and a knack for finding solutions.
- Familiarity with industry legislation (e.g., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS) is beneficial.
- Minimum education: Grade 12 with Math and/or Accounting.
- A degree in B. Com Finance/Investments or related field is advantageous.
- Knowledge of Momentum Investments products, processes, and systems is a plus.
- Strong computer skills, quick to learn new systems confidently.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, and Teams) at an intermediate level, with advanced dual-screen navigation and typing skills.
- In-depth knowledge of the financial services industry.
- Understanding of client service policies, procedures, and processes.
- Familiarity with business-related rules and regulations.
- Awareness of relevant regulatory and compliance requirements.
- Understanding of call and service center operations.
- Knowledge of relevant products.
- Familiarity with complaints handling processes and procedures.

**Duties & Responsibilities**
- As a Service Specialist in the Death Claims team, your responsibilities will include:
- Receive, index, and create tasks for death claim requests with attached source documentation.
- Register the death on the system upon receiving the required proof of death.
- Adhere to prescribed verification protocols to minimise risk and prevent fraud during the process.
- Process death claims for both voluntary and compulsory products.
- Handle the payment of death benefits to legal beneficiaries or as per product rules.
- Manage Forex beneficiary claims and payments where applicable.
- Stay informed about legal and practice note changes related to death claims.
- Draft Resolutions for claims on Retirement Annuity Option and Retirement Preservation Option, presenting them to the Trustees.
- Actively work to minimise Profit & Losses and handle escalations/complaints.
- Gather and analyse stakeholder data for process and system improvements.
- Assist with projects, FSCA, and other audits as needed.

Additional responsibilities:

- Always provide polite and timely customer service with a positive and professional approach.
- Maintain a consistent and exceptional client experience in a fast-paced, high-pressure, and deadline-driven environment.
- Always ensure strict client confidentiality.
- Accurately capture and process client instructions within set timelines and quality standards and request missing information as needed.
- Ask for and collect any missing information, documents, or signatures following legal, compliance, and product guidelines. Using phone calls is recommended to improve communication and service quality.
- Consistently keeping our clients (FA, administrative staff, and channel partners) informed at every step without any exceptions.
- Help, encourage, and train advisers, their administrative staff, and channel partners in adopting digital tools to boost digital usage. Collaborate with stakeholders to identify and solve digital challenges. Resolve any issues hindering the expansion of our digital presence.
- Help the RISO team with different tasks, like processing client instructions, managing transactional indexing, and participating in cleanup projects. Work as a team to reach excellence.
- Follow product, legislative, and compliance procedures consistently.
- Adhere to client-centric and fair treatment principles.
- Take responsibility for managing r

  • Service Specialist

    5 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...

  • Service Specialist

    2 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.**Disclaimer** - As an applicant, please...

  • Specialist Surface Observations

    5 months ago

    Centurion, South Africa The South African Weather Service (SAWS) Full time

    The South African Weather Service (SAWS) is a Section 3(a) public entity under the Ministry of Environmental Affairs and is governed by a Board. The organisation is an authoritative voice for weather and climate related services in South Africa and is a member of the World Meteorological Organisation (WMO) to fulfil a range of international obligations of...

  • Wet-Services and Fire Systems Specialist

    4 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Wet-Services and Fire Systems SpecialistWe are seeking a skilled Wet-Services and Fire Systems Specialist to join our team at Network Recruitment. As a leading recruitment firm, we specialize in connecting top talent with exciting opportunities in the built environment sector.Key Responsibilities:Design and implement wet-services and fire safety...

  • Specialist Lightning Detection Network

    5 months ago

    Centurion, South Africa The South African Weather Service (SAWS) Full time

    The South African Weather Service (SAWS) is a Section 3(a) public entity under the Ministry of Environmental Affairs and is governed by a Board. The organisation is an authoritative voice for weather and climate related services in South Africa and is a member of the World Meteorological Organisation (WMO) to fulfil a range of international obligations of...

  • Service Specialist

    5 months 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

    5 months 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...

  • Service Specialist

    5 months 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

    5 months 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

    5 months 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

    5 months 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

    5 months 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

    5 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose** The Service Specialist (Benefit and Claim Support) will handle precise operational support tasks related to technical transactional processing within RISO. This includes section 14 and 37 transfers, death claims, unit transfers, retirement income reviews, missing documentation requests, and general support for operational and...

  • Protective Services Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa TSU International Full time

    We are seeking a skilled Protective Services Specialist to join our team at TSU International. Our team of highly trained professionals provides personal protection services to clients worldwide.Key Requirements:Grade 12Minimum PSIRA Grade C (registered and current)CPO course with SASSETA Unit Standards or EquivalentMedical Level 3 (current)Advanced Driving...

  • Financial Services Compliance Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a skilled Financial Services Compliance Specialist to play a vital role in ensuring the integrity of our financial practices. This position involves conducting compliance audits, analyzing risks, and contributing to the overall regulatory compliance of our operations.Duties and Responsibilities:Assist in conducting compliance...

  • Service Specialist

    5 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** **Role Purpose** The Service Specialist (Death Claims) will oversee the complete servicing of death claims (deceased estates) within the RISO business unit. This includes timely handling and support for claims received from various investment platform clients. Responsibilities encompass reviewing received death claims, soliciting missing...

  • Psp Service Specialist

    2 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - As a Personal Share Portfolio (PSP) Service Specialist...

  • Financial Services Specialist

    6 days ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    This role is part of a team that helps individuals achieve their financial goals. As a Financial Services Specialist, you will provide support to Senior Analysts in managing daily investment activities.Key Responsibilities:Daily Accounting and Reporting: Manage the fixed income and derivative investment balance sheet, ensuring accurate and timely...

  • Cb&si Specialist: Service and Fulfilment

    2 months ago

    Centurion, South Africa Six Sense Full time

    A well-established business is seeking to appoint a CB&SI Specialist: Service and Fulfilment (Head Office) **Minimum Education and Experience**: - NQF Level 5 or a Relevant 3-year qualification: BTech in Accounting or Risk Management, Undergraduate Degree in Accounting / Commerce / Risk Management / Investment Management. - Post qualification experience...

  • Specialist: Technician

    6 months ago

    Centurion, South Africa Motus Corporation Full time

    Motus Renault Centurion has an opportunity available for a Qualified Technician. **Purpose** To deliver technical and diagnostic services in order to complete work accurately and timeously through the execution of predefined work objectives as per agreed standard operating procedures. **Position Overview**: **Specific Role Responsibilities**:** GENERIC...