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Retirement Fund Professional

2 weeks ago

Sandton, South Africa Momentum Full time

We are seeking a skilled Client Service Administrator to join our Momentum team. The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.

  • This role involves managing client complaints and ensuring timely resolution.
  • Providing first-time resolution on escalated complaints.
  • Effective communication and SLA delivery.
  • Service recovery and client relationship restoration.
  • Handling client requests and inquiries in a competent and efficient manner.
  • Broker and client visits where required.
  • Relationship building and maintenance.
  • Employer and broker report preparation.
  • Understanding of retirement fund contributions, including collection, recording, and reconciliation.
  • Management of defaults in line with S13A prescripts.
  • Exits processing, including withdrawals, retrenchments, retirements, and death benefits in accordance with S37 of the PFA.
  • S14 transfers processing and reconciliation.
  • Client servicing, addressing queries, and resolving complaints efficiently.
  • Coordination of service delivery with the Administration Manager.
  • Support to the Portfolio Manager for efficient client service.
  • Risk mitigation and escalation.
  • Reporting on complaint findings to prevent recurrence.
  • Maintenance of consistent service delivery for client retention and satisfaction.
  • Utilization of IT systems for accurate documentation.
  • Adherence to organisational best practices and legislative requirements.
  • Broad product knowledge for accurate response to customer complaints.
  • Relationships with clients and stakeholders.
  • Development of client service standards.
  • Recommendations for client service improvement.
  • Culture building, feedback facilitation, and exceptional client experience.
  • Expertise development in industry and subject matters.
  • Change influence and management.
  • Continuous innovation contribution.
  • Work-centric culture participation.
  • Career development ownership.