Client Service Administrator

2 days ago

Cape Town, 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**
- Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

**Requirements**:

- Grade 12 or equivalent
- 2 Years’ relevant experience within a financial services environment
- Employee benefits experience will be an advantage

**Duties & Responsibilities**

**The incumbent will be co-responsible for the following**:
- Accurately complete member and risk contribution reconciliations.
- Responsible for incoming client calls and following up to request outstanding client information.
- Investigate and resolve all non-reconciling items.
- Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
- Ensure all risk processes are updated to member records and reconciled weekly.
- Check and approve late payment interest calculations.
- Draft professional and relevant correspondence to clients.
- Prepare and submit accurate reports on the status of the Retirement Fund administration.
- Attend retirement related meetings to keep abreast of operations within the business.
- Receive and review claim documentation in order to ensure that they are complete and accurate.
- Follow up with clients on outstanding information.
- Process and pay claims as per service level agreements with clients.
- Prepare and submit monthly reports.
- Investigate client queries within service level agreements and provide clients with timeous feedback.
- Resolve and escalate client queries when necessary.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with all clients and stakeholders in order to ensure 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.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.

**Please note that this role is based on the Pay for Performance remuneration structure.**

**Competencies**
- Attention to details.
- Accountability.
- Customer orientation.
- Planning and organising skills.

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