Wealth Service Intern

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

Are you passionate about people, curious about the world of investments, and ready to start building your career in financial services?

Join us as a Wealth Service Intern and get hands-on exposure to what exceptional client service really looks like in a business that believes investing is personal.

This internship is designed to give you a front-row seat to the heartbeat of our Wealth Service Centre, where care, collaboration, and precision meet every day to deliver the best client experience. You'll learn how we support clients, advisers, and partners, while developing the confidence, technical know-how, and professional polish to grow your career.

Requirements

• Grade 12 certificate (mandatory)

• Recently completed a tertiary qualification in Finance, Investments, Business Administration, or a related field.

• Strong interest in financial services, investments, and client relationship management.

• Basic understanding of the financial services or investment industry will be an advantage.

• Service, administrative, or financial environment will be an advantage.

Duties & Responsibilities

• Support the Service team in delivering positive, seamless, and professional service during every client interaction.

• Assist with receiving, logging, and monitoring client instructions and enquiries across various channels (email, telephone, digital platforms).

• Learn to process basic client instructions and requests in line with set processes, quality standards, and turnaround times.

• Help ensure that client information and documentation are complete, accurate, and compliant with relevant requirements.

• Assist with obtaining missing information, documentation, or signatures under the guidance of a Service Specialist.

• Help ensure that clients, advisers, and partners are kept informed of progress on their requests or queries.

• Support initiatives aimed at driving digital adoption among clients and advisers – learning to identify digital challenges and propose practical solutions.

• Provide administrative assistance with indexing, tracking, and data clean-up activities to enhance accuracy and operational efficiency.

• Assist with monitoring client trends or recurring queries and escalating areas for improvement.

• Participate in projects and initiatives that improve the overall client service experience and process efficiency.

• Learn about and adhere to product, compliance, and legislative requirements (such as TCF and POPIA).

• Support and collaborate with colleagues within the Service Centre to achieve collective team targets and maintain a positive, client-centric environment.

• Observe and contribute to interactions with internal departments to resolve client queries effectively and efficiently.

• Assist with the preparation of reports, documentation, or dashboards used to track client interactions and performance metrics.

• Participate in team meetings, training sessions, and development workshops to expand product and process knowledge.

• Take ownership of your own learning journey, seeking feedback, and continuously developing your service, system, and communication skills.

Competencies

• Critical Thinking and Problem-Solving

• Attention to Detail and Accuracy

• Adaptability to Technology

• Industry and Process Knowledge

• Time Management and Organisation