Service Account Manager: Death Claims

**Introduction**
- Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- As a Service Account Manager (SAM) at Momentum Wealth Specialised Investments, you will serve as a brand ambassador to our top Financial Advisers. Your primary focus is to drive client loyalty and satisfaction by delivering consistent, world-class service, showing that we care and that with us, investing is personal.

You’ll be responsible for building strong relationships with a panel of Financial Advisers and their admin teams to retain and grow business, positioning Momentum Wealth International as their preferred partner. A key part of your role includes championing digital adoption by partnering with Advisers, their offices, and Channel Partners to drive usage of our digital tools and platforms.

In this fast-paced servicing environment, you’ll manage incoming enquiries and instructions via various channels, process client instructions not yet done digitally, and resolve complex SI product-related queries — all while ensuring adherence to process, procedure, quality, and turnaround standards.

**Requirements**:
**Qualifications**:

- Grade 12 certificate (mandatory)
- Bachelor of Commerce degree in Finance, Investments, or a related field
(advantageous)

**Experience**:
Investment Service Experience:

- A minimum of 3 to 5 years of hands-on, relevant experience within the Momentum Investments service environment.
- Exposure to the four functional areas — Wealth, MWI, MCI, and Annuities —
will be advantageous.

Industry-specific Experience:

- Minimum of 10 years of hands-on, relevant experience within the broader Investment, Insurance, and Financial Services sectors. Strong track record in delivering high-quality administrative support and client service, with
innovative approaches to client engagement. Experience within the LISP environment will be advantageous.
- Practical experience in an international investment service environment will be
advantageous.

Key Account Management:

- Solid experience in an investment service role focused on managing a key account portfolio. This includes building and nurturing strong client relationships, delivering personalised service, simplifying processes to support
ease of business, and actively maintaining and growing the account.

Digital Proficiency:

- Strong working knowledge of digital tools and platforms used in service delivery, with a demonstrated ability to enhance the client experience through technology.

Adaptability & Learning Agility:

- Proven ability to rapidly understand and adapt to new systems, processes, and tools with confidence and ease.
- Displays a growth mindset and a readiness to take on new challenges in a dynamic environment.

**Knowledge**:
Financial Services Industry Insight:

- Strong understanding of the financial services landscape, with awareness of prevailing trends, challenges, and emerging opportunities.

Investment Product Expertise:

- Extensive knowledge of a broad range of investment products, including their features, advantages, and associated risks.
- Well-versed in unit trusts, ETFs, structured products and personal share portfolios.

Momentum Wealth Product Familiarity:

- Thorough understanding of Momentum Wealth's product offerings, with the ability to align solutions to meet specific client needs. (Advantageous).

Operational Processes and Procedures:

- Solid grasp of core business processes and procedures within a financial services environment, contributing to efficient and compliant service delivery.

Client Complaint Resolution:

- Familiarity with complaints management protocols, including escalation procedures, documentation standards, and effective resolution approaches to maintain client trust.

Regulatory & Compliance Awareness:

- Well-versed in regulatory requirements and compliance obligations within the financial sector, with a comprehensive understanding of key legislation including the Protection of Personal Information Act (POPIA), General Data Protection Regulation (GDPR), Treating Customers Fairly (TCF), Financial Intelligence Centre Act (FICAA), Know Your Customer (KYC), Anti-Money Laundering (AML), Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and the Financial Advisory and Intermediary
Services Act (FAIS).

Technical & Computer Proficiency:

- Advanced navigation skills in dua