Client Services Administrator

2 days ago


Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Role Purpose

Investigate, collate and verify all death claims on behalf of the fund together with providing client education on fund and administration-related issues.
Requirements
- Matric
- Certificate of Proficiency on Retirement Funds or equivalent qualification (preferred)
- Bilingual (English and one other official SA language)
- 3-5 Years' experience in the retirement fund industry
Duties & Responsibilities
- Collate all relevant documentation accurately and timeously from the relevant stakeholders
- Investigate and verify information provided by claimants ensuring correctness and compliance to legislative requirements
- Engage with the relevant internal departments regarding the requirements for death claims to ensure that the claim is processed timeously
- Prepare the payment process after the Trustee resolution has been sent to the client and beneficiaries
- Processing of payments to the relevant beneficiaries
- Prepare death claims statistics for areas
- Provide relevant information to members and clients of the fund in preparation for various types of exits
- Keep abreast of legislative amendments and changes in the retirement industry as set out by the Financial Services Board (FSB)
- Identify frequent client questions and present solutions to relevant stakeholders
- Build and maintain relationships with stakeholders to ensure client retention and satisfaction
- Deliver on service level agreements made with internal and external stakeholders
- 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 the delivery of services against agreed timelines and overall customer targets
Competencies
- Organisation and attention detail
- Communication skills
- Client focus
- Service orientation
- Teamwork and cooperation

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.



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