Client Service Administrator
3 weeks ago
**Introduction**
- Through our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals and lifeaspirations. We help people growtheir savings, protect what mattersto them and invest for the future.We help companies andorganisations care for and rewardtheir employees and members. Through our own network ofadvisers or via independent brokersand utilising new platformsMomentum Metropolitan providespractical financial solutions forpeople, communities andbusinesses. Visit us at-
**Role Purpose**
- To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries.**Requirements**:
- Matric or relevant qualification.
- 2 years relevant experience in client servicing environment
- Computer skills (basic Microsoft knowledge)
- 1 year Employee Benefits experience.
**Duties & Responsibilities**
- Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
- Take ownership of complaints and ensure they are resolved timeously and effectively.
- Provide clients with the relevant information and documentation as required in line with policy guidelines.
- Capture and update client information on relevant system/s, based on data received from the client.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to legislative / compliance requirements in the service process.
- Identify and report process and system failures and enhancements to improve client experience
- Escalate client queries to the relevant department or stakeholder.
- 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.
- Collaborate and partner with team members in order to drive and support effective teamwork.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
**Competencies**
- Planning and organizing
- Accountability
- Customer orientation
- Attention to detail
- Good communication skills
- Good attention to detail
- Teamwork
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