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 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.

**Knowlede - will be an advantage**
- 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.

**Competencies**
- Passionate about service and service excellence - with a “will do, can do” attitude - demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
- Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
- Has the ability to work well both under supervision as a member of a team, as well as independently.
- Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organisation and relating well to individuals at all levels.
- Highly organised, professional, efficient and effective, with a sense of urgency and excellent time management.
- Very high attention to detail and quality work output.
- Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Metropolitan’s affairs.
- Resilience and adaptability - the ability to overcome

  • 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...

  • 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 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...