Service Specialist

6 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 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 quality, during every interaction, showing that we care and that to us investing is personal.Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurised servicing environment. In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.

**Requirements**:

- Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
- Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Knowledge and experience of digital capabilities will be an advantage.
- Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
- Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
- Grade 12 or equivalent with Maths and/or Accounting.
- B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Momentum Investments product, process, procedure, and system knowledge will be an advantage.
- Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
- Dual-screen navigation and typing skills at an advanced level.
- Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
- Extensive financial services industry knowledge.
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of call and service centers.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.

**Duties & Responsibilities**
- Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
- Maintain a consistent differentiated client experience within a pressurised, fast-paced and deadline driven environment.
- Maintain client confidentiality, at all times.
- Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
- Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
- Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
- Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
- Support the RISO team with processing instructions or tasks allocated or made available to you - be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
- Adhere to product, legislative and compliance processes, and procedures at all times.
- Adhere to Client Centric and Treating Customers Fairly Principles.
- Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
- Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
- Make active daily contributions to help achieve team goals, targe

  • Service Specialist

    6 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...

  • IT Support Specialist

    3 weeks ago

    Centurion, Gauteng, South Africa The South African Weather Service Full time

    Job Title: IT Support SpecialistWe are seeking a highly skilled and motivated IT Support Specialist to join our team at The South African Weather Service.About the Role:The successful candidate will be responsible for providing technical assistance to staff on computing issues, maintaining user account details, and ensuring the network is up and running....

  • Information Technology Support Specialist

    2 weeks ago

    Centurion, Gauteng, South Africa The South African Weather Service Full time

    Job Title: Information Technology Support SpecialistWe are seeking a highly skilled Information Technology Support Specialist to join our team at The South African Weather Service.About the Role:This is an exciting opportunity for a motivated and experienced IT professional to provide technical support and maintenance services to our staff. As an Information...

  • Service Specialist

    3 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...

  • Service Specialist

    4 weeks ago

    Centurion, South Africa Momentum Life 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

    6 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

    6 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...

  • Specialist Lightning Detection Network

    6 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

    6 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

    6 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

    6 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

    6 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

    6 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

    6 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

    6 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...

  • Strategic Acquisition Specialist

    6 days ago

    Centurion, Gauteng, South Africa FACT Full time

    Job OverviewFACT is seeking a highly skilled Strategic Acquisition Specialist to join our team. As a key member of our procurement department, you will be responsible for ensuring the efficient execution of our corporate procurement plan.About the RoleWe are looking for a seasoned professional with a strong background in acquisition management, particularly...

  • Service Specialist

    6 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...

  • Customer Service Liaison Specialist

    4 weeks ago

    Centurion, Gauteng, South Africa LuMac Recruitment and Consulting Full time

    Job DescriptionThe Customer Service Liaison Specialist will play a pivotal role in customer retention by addressing concerns and product issues, and by communicating in a professional, positive manner.You will apply your multitasking skills by listening and speaking to customers, navigating computers, and typing call documentation simultaneously. You will...

  • Psp Service Specialist

    3 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...

  • Cb&si Specialist: Service and Fulfilment

    4 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...