Service Specialist

3 weeks ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

**Role Purpose**

Workflow: Accurately monitor, report, resolve, respond/index (where needed) all Investment related queries and
service levels in order to provide an excellent, world class client experience/WOW experience.

**Kindly note that this role is a fixed-term contract.**

**Requirements**:

- Matric/Grade 12.
- Relevant investments or wealth (LISP) qualification.
- 3 - 5 years’ experience in a contact centre or in the investment or financial service industry.
- Computer Literacy - specifically Microsoft excel.
- Wealth systems knowledge.
- Wealth process knowledge.
- Wealth product knowledge.
- Familiar with the Wealth dashboard report.

**Duties & Responsibilities**
- Effectively communicate with teams within RISO to manage and report on inflow of the work items daily.
- Effectively communicate with clients through various communication channels in a professional manner.
- Thoroughly check client data in order to ensure accuracy of all client information.
- Resolve queries timeously to meet daily business targets and provide exceptional client service.
- Timeously send all escalated queries to the respective Service Manager to escalate the matter to the
Escalations team.
- Build effective relationships with all relevant stakeholders in order to provide constructive feedback on
complaints raised.
- Diligently follow up with clients telephonically and provide feedback on a regular basis (keep in the loop,
manage expectations) - internal and external.
- Maintain a high quality standard of work at all times.
- Maintain client confidentiality at all times to mitigate any reputational risk.
- Timeously refer any transaction to be processed by another team within SLA.
- Accurately process financial instructions through active engagement with clients, within the quality and SLA
standards.
- Be a Subject Matter Expert on product solutions, systems and across various platforms to be able to provide
an efficient and effective client experience.
- Collaborate with team members to ensure efficient query resolution.
- Show good corporate citizenship by getting involved in assisting other teams where and when needed, and
take an interest in various team initiatives.
- Keep abreast of all industry and business trends as well as legislation in order to consistently meet all
compliance and regulatory standards.

**Competencies**
- ** Business acumen** | Understands how the business operates, what the key issues and risks are that drives
business success, and how they impact on the commercial viability of potential ventures and the profitability
of the Group.
- ** Client commitment **| Anticipates, meets, and exceeds client’s needs by creating long lasting relationships that
support the client value proposition, supports their financial wellness, and ensures client centricity.
- ** Drive for results** | Drive a sense of urgency, focus, accountability, agility, and execution to deliver business
results.
- ** Leads change and innovation **| Actively leads change, does what is right for the business and drives continuous
improvement through innovation.
- ** Collaboration** | Prioritises the business interests of Momentum Metropolitan and invests in the success of the
Group by aligning effort across divisions.
- ** Impact and influence **| Persuades, convinces, influences, and inspires others, both within Momentum
Metropolitan and externally to win support, loyalty, and gain commitment to the purpose of the Group.
- ** Self-awareness and insight **| Manage self and relationships with others effectively and provides perspective in
difficult situations.
- ** Diversity and inclusiveness **| Is sensitive to individual and cultural similarities and differences and
demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual
benefit of all parties concerned.

**Personal attributes and personality traits**
- Excellent communication skills
- Proactive
- Sense of urgency
- Accountability
- Business acumen
- Accuracy
- Ability to work under pressure
- Strong problem solving skills
- Analytical skills
- Attention to detail
- Client Centricity
- Microsoft excel
- Teamwork

  • Service Specialist

    1 week 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...

  • Service Specialist

    1 week 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

    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...

  • Compliance Specialist

    1 week ago

    Centurion, South Africa Six Sense Full time

    Gauteng, Centurion - R471 000.00 Annually Cost To Company (Market related) A well-established financial services business is seeking to appoint a Compliance Specialist. **Qualifications & Experience**: - Bachelors Degree in Finance or Law - 3 years experience within the Financial Services Industry - 3 years of Compliance Management experience within...

  • Business Development Specialist

    6 days ago

    Centurion, South Africa Edge Executive Search Full time

    Business Development Specialist - 2023-02-13 - 2023-03-15 - Permanent - Pat000003 - Sales- Gauteng, Centurion - negotiable Monthly Basic Salary (Market related)- We have an exciting opportunity for a Business Development Specialist with one of our clients in Centurion. Our client is looking for an energetic individual to increase the company's profits...

  • Remuneration Specialist

    1 week ago

    Centurion, South Africa Ampath Trust Full time

    Advert Reference: P5441 Remuneration Specialist - Centurion Job Title: Remuneration Specialist - Centurion Job Grade: Grade 9 Closing Date: 2023/02/22 Position Available From: 2023-02-14-08:00 Area: Centurion Actual Place Of Work: Centurion Position Type: Full-Time Weekly Hours: 40 Time Conditions: 5 day Work Week (South Africa) Purpose of...

  • Senior Technical Specialist

    3 days ago

    Centurion, South Africa SET IT Recruitment Full time

    Looking for a Senior Technical Specialist - SAP to join the Finance, Treasury and IT Team at a well-established financial services provider.

  • Innovation Specialist

    6 days ago

    Centurion, South Africa SoluGrowth (Pty) Ltd. Full time

    We are seeking a passionate and experienced Innovation Specialist to join our dynamic team within Telecommunications industry. In this temporary specialist role, you will play an important role in helping support the team through leading the ideation, development, and launch of innovative products and services across various digital fields, including EdTech...

  • Market Activation Specialist

    6 days ago

    Centurion, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** To provide specialist administrative support to the Member Solutions team in the coordination and execution of Market Activation plans, in support of the Member Solutions strategy in Momentum Corporate. To work in close collaboration with the Portfolio Manager within Member Solutions to ensure the central coordination and...

  • Intermediate Actuarial Specialist

    1 week ago

    Centurion, South Africa Communicate Recruitment Full time

    One of the best insurance companies in South Africa is looking for a GAP Intermediate Actuarial Specialist! **Job & Company Description**: This company is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business...

  • Senior Specialist: Supply Chain Management

    2 days ago

    Centurion, South Africa Edge Executive Search Full time

    Senior Specialist: Supply Chain Management - 2023-07-21 - 2023-07-25 - Contractor - Tea000131 - Logistics & Freight- Gauteng, Centurion - A leading financial services organisation is looking to appoint a Senior Specialist: Supply Chain Management to join their team in the Finance Treasury and IT department. **REQUIREMENTS** - 3-year qualification in Supply...

  • Internal Sales Specialist

    5 days ago

    Centurion, South Africa Talisman Franchise Operations Full time

    **INTERNAL SALES SPECIALIST** TALISMAN is an established and successful Tool and Equipment Hire Company in the Construction Industry that was registered in 1993 and has been responsible for establishing a successful franchise network with over 100 owner-operated franchised stores in Southern Africa. We are looking for an **Internal Sales Specialist** in...

  • Specialist ERP

    4 weeks ago

    Centurion, South Africa Vodafone Full time

    **Role Purpose**: Infinity Services Partner Company is a Managed Services Business, wholly owned by and a fully-fledged subsidiary of Vodacom. Infinity Services Partner Company is looking for a Revenue & ERP Management Specialist. The specialist will ensure that the Revenue & ERP activities within Vodacom Services Company are carried out timeously and...

  • Client Support Specialist

    2 days 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** To provide an...

  • Service Account Manager

    6 days 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...

  • Communication Specialist

    6 days ago

    Centurion, South Africa Momentum Consult Full time

    **Introduction** Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s)...

  • CISCA Regulatory Compliance Specialist

    2 weeks ago

    Centurion, South Africa ARCS Full time

    Role Summary: As a Regulatory Compliance Specialist, you will assist in ensuring regulatory compliance across various business units within our organization. Reporting to the Head of Regulatory Compliance, you will implement and maintain processes and procedures to ensure adherence to relevant acts and licenses. Additionally, you will provide support...

  • Social Media Specialist

    4 weeks ago

    Centurion, South Africa WeBuyCars Full time

    WeBuyCars is seeking a Social Media Specialist to elevate our online presence and execute our social media and engagement strategies. If you have expertise in developing, implementing, and managing social media strategies, along with a strong understanding of social media KPIs and content management, we want to hear from you. As a Social Media Specialist at...

  • Service Manager: New Business

    6 days 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 the Service...

  • Product Specialist

    3 days ago

    Centurion, South Africa Dante Personnel Full time

    Gauteng, Centurion **Product Specialist - Pump System (Customer Care) - Centurion** **_R40 000 - R45 000 Negotiable_** **Our Client in the Pump Systems Industry have a position available for a Product Specialist who will be working alongside a team off Design Engineers, oversees development to ensure marketability of the product** **Minimum...