Client Service Administrator

7 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**
- To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are processed.

**Requirements**:

- Matric or NQF level 4
- 2 Years' experience in a financial services environment
- Experience in the Annuity Administration Environment will be an advantage
- Employee Benefits experience will be an advantage
- Experience on the Orbit Portal administration system will be an advantage
- Intermediate Excel skills, i.e. Pivot tables, VLOOKUP's, etc.

**Duties & Responsibilities**
- Administration of Annuity business which includes monthly pension payments and death claims.
- Send monthly pay slips, annual tax certificates and increase letter to members timeously.
- Accurately load new member information and amend current member information on the systemin order to maintain annuitants ‘records
- Ensure that the monthly pay run balances and is submitted timeously for checking and approval.
- Complete monthly medical aid reconciliations and balance monthly billing received from the relevant medical aid.
- Effectively and efficiently resolve client queries within agreed turn around times to ensure client satisfaction and retention.
- Adhere to policies and procedures and take corrective action where necessary to mitigate risks
- Ensure all monthly registers are up to date and follow up items are actioned.
- Ensure that the call centre service factor remains above 95% by providing clients with efficient service.
- Process commissions and admin fees within agreed turn around time.
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes, as per the Annuities SLA document and process documents.
- Identify and report process and system failures and enhancements to improve client experience.
- 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.
- Participate and contribute to culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Effectively attend to enquiries via call centre and team mailbox within agreed timeframes.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.

**Competencies**
- Planning and organizing
- Written and verbal communication skills
- Teamwork
- Attention to detail
- Client orientation

  • Client Service Consultant

    4 days ago

    Cape Town, South Africa KAAP Service Full time

    KAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...

  • Client Services Administrator

    5 days ago

    Cape Town, South Africa Workforce Staffing - Gauteng Full time

    Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....

  • Client Services Administrator

    5 days ago

    Cape Town, South Africa Workforce Staffing - Gauteng Full time

    Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....

  • Client Service Administrator

    5 days ago

    Cape Town, South Africa Hire Resolve Full time

    Client Service Administrator Hire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services....

  • Client Service Administrator

    2 weeks 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** - To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level...

  • Client Service Administrator

    2 weeks 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** - Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. - **Additional Information** This role is on a Pay for...

  • Client Services Administrator

    2 days ago

    Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Effective execution of retirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience. **Requirements**: - Matric or equivalent - 2 - 3 Years' experience in a Financial services administration environment - 1 - 2 Years' experience in Employee...

  • Client Service Administrator

    3 hours 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...

  • Client Service Administrator

    1 week ago

    Cape Town, South Africa Momentum Corporate 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. We help people grow their savings,...

  • Client Service Administrator

    2 weeks 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** - To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously. **Requirements**: - Grade 12 or NQF...