Client Services Administrator

4 days ago

Sandton, South Africa Momentum Corporate Full time

**Introduction**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Effective execution ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.**Requirements**:

- Matric or equivalent (Mathematics and/or Accounting)
- 2 - 3 Years' experience in a Financial Services Administration environment
- 1 - 2 Years' experience in Employee Benefits

**Duties & Responsibilities**

**INTERNAL PROCESS**
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Dealing with client requests in a competent, efficient and professional manner.
- Answering calls from members and service providers to confirm benefits and assist with queries.
- Provide a first call resolution for resolving member and service provider queries.
- Taking ownership of complaints and ensuring they are resolved timeously and effectively.
- Capture data accurately on relevant systems according to Service Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative/compliance requirements.
- Identify and report process and system failures and enhancements to improve client experience.

**CLIENT**
- Provide authoritative expertise to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- 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.

**PEOPLE**
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.

**FINANCE**
- Contribute to the financial planning process within area.
- Identify opportunities to enhancecost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

**Competencies**
- **_
Examining Information:_** Analyses and processes information asks probing questions strives to find solutions to problems
- **_
Team Working:_** Works participatively with others is democratic and encourages teamcontributions collaboratively involves others in decision making
- **_
Meeting Time scales:_** Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
- **_
Checking Things:_** Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
- **_
Following Procedures:_** Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
- **_
Managing Tasks:_** Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
- **_
Producing Output:_** Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi-tasking to produce output
- **_
Taking Action:_** Takes action tomake things happen uses initiativeto start things up shows drive andinvests personal energy.
- **_
Telephone Etiquette: _**Good telephone manner with a clear speaking voice
- **_
Communication skills _**and ability to build report with the customer (professional and courteous)

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