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Client Service Administrator: Walk-in
3 weeks ago
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, 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. Visit us at
Role Purpose
Assist walk in clients with FundsAtWork Retirement claim process administration and the capturing of beneficiary nominations.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Assist walk-in clients with queries and completion of relevant documents.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Update the walk-in client register daily.
- Develop a thorough understanding of the various departments within Momentum Corporate to effectively direct enquiries to the appropriate teams when necessary.
- Maintain a high standard of professionalism and deliver exceptional customer service when engaging with stakeholders.
- Provide a service in respect of handling queries and stakeholder interactions in a manner that upholds the principles and desired outcomes of Treating Customers Fairly (TCF).
- Capture beneficiary details on member profiles and liaise with relevant stakeholders to ensure the correct information is provided.
- Provide administrative support to the team by accurately indexing documents.
Requirements
Experience and Qualifications
- Matric qualification or equivalent
- At least 1 year administration and data capturing experience
- Intermediate MS Excel skills
- Employee Benefits experience will be an advantage.
Competencies
Competencies required
- Attention to detail.
- Time management skills.
- Communication skills.
- Planning skills.
- Interpersonal skills.
