Client Services Administrator
7 days ago
**Introduction**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Effective execution ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.**Requirements**:
- Matric or equivalent (Mathematics and/or Accounting)
- 2 - 3 Years' experience in a Financial Services Administration environment
- 1 - 2 Years' experience in Employee Benefits
**Duties & Responsibilities**
**INTERNAL PROCESS**
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Dealing with client requests in a competent, efficient and professional manner.
- Answering calls from members and service providers to confirm benefits and assist with queries.
- Provide a first call resolution for resolving member and service provider queries.
- Taking ownership of complaints and ensuring they are resolved timeously and effectively.
- Capture data accurately on relevant systems according to Service Level Agreements.
- 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.
- In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative/compliance requirements.
- Identify and report process and system failures and enhancements to improve client experience.
**CLIENT**
- Provide authoritative expertise to clients and stakeholders.
- 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 a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
**PEOPLE**
- 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.
**FINANCE**
- Contribute to the financial planning process within area.
- Identify opportunities to enhancecost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
**Competencies**
- **_
Examining Information:_** Analyses and processes information asks probing questions strives to find solutions to problems
- **_
Team Working:_** Works participatively with others is democratic and encourages teamcontributions collaboratively involves others in decision making
- **_
Meeting Time scales:_** Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
- **_
Checking Things:_** Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
- **_
Following Procedures:_** Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
- **_
Managing Tasks:_** Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
- **_
Producing Output:_** Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi-tasking to produce output
- **_
Taking Action:_** Takes action tomake things happen uses initiativeto start things up shows drive andinvests personal energy.
- **_
Telephone Etiquette: _**Good telephone manner with a clear speaking voice
- **_
Communication skills _**and ability to build report with the customer (professional and courteous)
-
Client Services Administrator
1 week ago
Sandton, 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.**Role Purpose** - Effective execution of...
-
Client Services Administrator
2 days ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Role Purpose Effective execution of retirement fund 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 Duties & Responsibilities - Taking ownership of complaints...
-
Client Services Administrator
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings 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. Role Purpose Effective execution of...
-
Client Service Administrator
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings 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. Role Purpose Provide quick and accurate...
-
Client Services Administrator: Learnership
1 week ago
Sandton, 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** - Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client...
-
Client Service Consultant
8 minutes ago
Sandton, South Africa The Change Lab Full timeGrade 12 (Essential) - Relevant tertiary qualification advantageous - Minimum 2 years’ experience within call centre environment Your Outputs (include but is not limited to): - Answering/responding to inbound contact from customers professionally and responding to customer inquiries, service requests and complaints - Handling and resolving customer...
-
Servicing Administrator
1 week ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Life **Function**:Client Service **Date**:29 Sept 2025 - Discovery Life Servicing Administrator **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values...
-
Client Maintenance Administrator
1 week ago
Sandton, South Africa Momentum Securities Full time**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...
-
Client Maintenance Administrator
2 weeks ago
Sandton, South Africa Momentum Securities Full time**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Client Service Executive
4 days ago
Sandton, Gauteng, South Africa Catch Full time R250 000 - R500 000 per yearWe are looking for a hard-working individual to support our client relationship management team with the day-to-day management of key accounts.KEY RESPONSIBILITIES:• Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.• Support requests and relationships with some of the largest custodian banks...