Service Delivery Specialist

7 days ago


Centurion, Gauteng, South Africa Momentum Investments Full time
Job Description

The role of a Service Delivery Specialist at Momentum Wealth Specialised Investments is to provide exceptional customer service and ensure seamless interactions with clients. This involves fostering client loyalty and maximising satisfaction through consistent delivery of high-quality services.

Main Responsibilities:

  • Deliver positive, professional customer service in every interaction.
  • Maintain a differentiated client experience even in pressurized environments.
  • Compose personalised responses tailored to diverse client needs.
  • Uphold client confidentiality in all interactions and processes.
  • Manage your own portfolio of Advisers while collaborating with the SI service team.
  • Capture and process valid client instructions accurately and efficiently.
  • Gather necessary information and documentation adhering to legislative guidelines.

Educational Background:

  • A minimum of a Grade 12 certificate is non-negotiable.
  • A Bachelor of Commerce in Finance/Investments or related degree is advantageous.

Skill Requirements:

  • A minimum of 3 to 5 years of practical experience within the Momentum Investments service area.
  • At least 10 years of practical experience within the broader Investment, Insurance, and Financial Services industry.
  • Proven experience in an investment service environment where you were directly linked to a key account portfolio.
  • In-depth understanding of the financial services industry, including current trends and challenges.
  • Comprehensive knowledge of various investment products and their features.


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