Mobile Client Liaison Officer

4 months ago

Cape Town, South Africa Salt Employee Benefits Full time

The role of the MCLO is to:

  • Primarily deal with walk-in members to the various sites in the regions where they have been allocated.
  • Receive claim documentation to all exited members of the fund.
  • Provide members with Fund information when required.
  • Assist deceased families with funeral and death claims.
  • Ensure compliance/adherence by participating employers to the Pension Fund’s Act of 1956.
    • Ensure that all allocated employers pay contributions by the 7th of each month.
    • Ensure that all allocated employers send the related contribution schedules by the 15th of each month.
    • Inform and ensure that transgressing employers are charged LPI and pay it over to the Fund.
    • Ensure accuracy of data
  • To ensure employers who comply with the Act as per above are issued with Compliance Certificates.
  • To train and keep participating employers up to date with Fund and industry information that affects both employers and their employees.
  • To ensure that they create and maintain relationships with all relevant stakeholders of the Fund.
  • To manage the relationship between participating employers and the back office.
  • To understand operational requirements and be able to explain to participating employers.
  • Be responsible for new employer registration in their designated working regions.
  • Ensure complete and accurate documents are sent to the back office for registration of the employer.

Areas of Responsibilities

Key Activities

Member Walk-Ins

  • Receive members and help them with submission of claim.
    • First ensure that the member is a member of the Fund
    • Ensure that the member is not still employed in the industry
    • Check that the contributions are up to date
    • Check that all claim documents are available:
      • Claim documents are completed and signed and stamped by both employer and member
      • Copy of ID is available and clear
      • Copy of bank statement is available and clear
      • Letter from SARS is available and show Tax number
    • Advise member is there are any discrepancies regarding the membership or any of the above.
    • Help member to understand what the member needs to do.
  • Advise members who come to enquire about their membership on their status
  • Where a member has shown proof that they were employed and the employer has not paid, refer to the relevant CLO and/Compliance Manager for further investigation.
  • Provide members with benefit statements, where available.
  • Help member submit the funeral claims to the funeral claim administrator.
  • Educate members on benefits of the fund and process.
  • Provide a weekly report to the manager for consideration and review.

Planning for Weekly Trip

  • Do a yearly travel plan split per month.
  • All travel plans to be approved by the manager and ultimately by the head of department before you embark on a trip.
  • Any deviation from plan must be motivated and plans changed accordingly.

Investigate Employer Compliance – Non Compliant Employer

  • Run or request an employer reconciliation from relevant department/administrator
  • Determine the extent of non-compliance or compliance by:
    • Analyzing the reconciliation to see if the employer has paid and sent all schedules to the Fund.
    • Ensure for those months where no updates or cycles were run that the contributions received equal the schedules received.
    • Ensure that the schedule received has all required information and it is correct i.e. ID numbers, all names and surnames, date of joining employer, date of joining fund, salary, the correct contribution rate has been applied.
    • Ensure that the Late Payment Interest (LPI) is calculated for all outstanding or short paid contributions.
    • Engage employer to recover all unpaid contribution and outstanding schedules
    • Refer all unresponsive employers to the Compliance Manager for further action to be taken.
    • Train employer on Fund processes and industry expectations.
    • Work closely with the Compliance Manager or Legal Consultant to ensure that litigation is done timeously on employers who are not co-operating.
    • Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.

Compliant Employers

  • Maintain working relationship with all compliant employers and ensure that all compliant employers are communicated with monthly.
  • Provide support to all compliance employers with all operational needs.
  • Ensure that all claim forms for compliant employers have been collected and sent to the back office for processing.
  • Train and keep employers up to date with operational and industry developments.
  • Train and get all compliant employers on EPIC.
  • Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.

Fund awareness and member education

  • Attends industry forum meetings organized by Department of Labour and PSIRA to identify trends in the industry to curb non-compliance.
    • Attend Union meetings on request to advise on Fund processes and industry requirements.
    • Distribution of updated PSSPF information via brochures, as required.

Essential Knowledge, skills and Experience

  • Matric certificate or Recognition of Prior Learning
  • Good command of English
  • Valid Driver’s Licence
  • Communication Skills
  • At least 2 years employee benefits / retirement fund administration
  • Everest experience will be advantageous
  • Working knowledge of Microsoft Office packages especially Microsoft Excel, Word and Powerpoint and Outlook.
  • Analytical
  • Results and solutions driven
  • Customer-centric approach
  • Accuracy 

  • Mobile Client Liaison Officer

    3 days ago

    Cape Town, Western Cape, South Africa Salt Employee Benefits Full time

    Job Title: Mobile Client Liaison OfficerAt Salt Employee Benefits, we are seeking a highly skilled and experienced Mobile Client Liaison Officer to join our team. As a Mobile Client Liaison Officer, you will be responsible for providing exceptional customer service to our clients and members, ensuring that their needs are met and exceeded.Key...

  • Client Liaison Officer

    4 months ago

    Cape Town, 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 Liaison Officer

    5 months ago

    Cape Town, South Africa Leap Recruitment Full time

    **Client Liaison Officer - Legal Practice** My client a well established law firm situated in the City CBD, is seeking an experience client liaison officer to join their dynamic team. The primary purpose of the job is to proactively generate business leads and transactions with property agencies and developers and involves the following, but is not limited...

  • Public Relations Officer

    4 weeks ago

    Cape Town, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 2 hours ago- **Location**: Cape Town, Western Cape- **Job Title**: Public Relations Officer (Client Liaison)- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Public Relations Officer (Client Liaison) - Cape Town CBD.**: A well-established law firm is looking for a...

  • Client Liaison Officer

    6 months ago

    Cape Town, South Africa GHMH Full time

    **Client Liaison Officer** **Purpose of the role** **Duties and Responsibilities**: - Respond to any incoming messages / queries for Good Hope Meats / Good Hope Meat Hyper social media platforms including WhatsApp, Facebook, Twitter, Instagram etc. - Make outgoing calls / send WhatsApp’s messages to gauge customer satisfaction. - Answer any Incoming...

  • Property Client Liaison Officer

    4 months ago

    Cape Town, South Africa Pillango Placements Full time

    **Western Cape**, CPT - CBD** **R 18000 - R 25000 Monthly Cost To Company** Are you passionate about the property industry and equipped with a proven track record as a Client Liaison Officer? If so, this is an exceptional opportunity for you to thrive with a large national law firm, based in Cape Town CBD. **Role Overview**: As a CLO/PRO, you'll play a...

  • Client Liaison Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa WestLine Staffing Solutions Full time

    {"Job Title": "Client Liaison Officer", "Job Description": "Main ResponsibilitiesAs a Client Liaison Officer, you will be the primary point of contact for our clients, ensuring clear communication and a seamless experience from start to finish. Your role is crucial in maintaining customer satisfaction, managing expectations, and upholding the client's...

  • Client Liaison Manager

    3 months ago

    Cape Town, South Africa Webhelp Full time

    **Administration** **Location** - Cape Town, South Africa**Language** - English*** **Job Advert**: - Are you a dynamic and detail-oriented professional with a passion for building strong client and internal stakeholder relationships? Do you thrive in a fast-paced environment where no two days are the same? If so, we have an exciting opportunity for...

  • Client Liaison Officer

    3 days ago

    Cape Town, South Africa West Coast Personnel Full time

    We are seeking an experienced and dynamic Client Liaison Officer to join our Conveyancing Department. This high-profile role requires a motivated professional with a proven track record in client relations, particularly within the legal or property sector. Afrikaans fluency is essential for effective communication with our clientele. You will be responsible...

  • Client Liaison Officer

    2 hours ago

    Cape Town, South Africa West Coast Personnel Full time

    We are seeking an experienced and dynamic Client Liaison Officer to join our Conveyancing Department. This high-profile role requires a motivated professional with a proven track record in client relations, particularly within the legal or property sector. Afrikaans fluency is essential for effective communication with our clientele. You will be responsible...

  • German Client Liaison Specialist

    1 day ago

    Cape Town, Western Cape, South Africa Surgo PTY Ltd Full time

    Job Title: German Client Liaison AgentSurgo PTY Ltd is seeking a highly skilled German-speaking Client Liaison Agent to join our team in Cape Town CBD. As a Client Liaison Agent, you will be responsible for providing exceptional customer service to our corporate clients worldwide.Key Responsibilities:Produce high-quality documents as per client...

  • Public Relations Officer

    3 weeks ago

    Cape Town, Western Cape, South Africa Dante Personnel Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Public Relations Officer to join our team at Dante Personnel. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, primarily estate agents, to drive business growth and revenue.Key Responsibilities:Client Relationship...

  • Temporary Client Liaison Officer

    4 weeks ago

    Cape Town, South Africa O'Brien Recruitment Full time

    Purpose: Responsible for delivering exceptional client service to both internal and external clients, ensuring a professional and welcoming experience. This role involves managing the reception area, coordinating boardroom usage, and assisting with additional bookings as needed.Experience and Qualifications:Senior CertificateMinimum of 3 years’ experience...

  • Temporary Client Liaison Officer

    3 weeks ago

    Cape Town, South Africa O'Brien Recruitment Full time

    Purpose: Responsible for delivering exceptional client service to both internal and external clients, ensuring a professional and welcoming experience. This role involves managing the reception area, coordinating boardroom usage, and assisting with additional bookings as needed. Experience and Qualifications: Senior Certificate Minimum of 3 years’...

  • Temporary Client Liaison Officer

    4 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Purpose: Responsible for delivering exceptional client service to both internal and external clients, ensuring a professional and welcoming experience. This role involves managing the reception area, coordinating boardroom usage, and assisting with additional bookings as needed.Experience and Qualifications:Senior CertificateMinimum of 3 years’ experience...

  • Temporary Client Liaison Officer

    4 weeks ago

    Cape Town, South Africa O'Brien Recruitment Full time

    Purpose: Responsible for delivering exceptional client service to both internal and external clients, ensuring a professional and welcoming experience. This role involves managing the reception area, coordinating boardroom usage, and assisting with additional bookings as needed.Experience and Qualifications:Senior CertificateMinimum of 3 years’ experience...

  • Public Relations Officer

    2 weeks ago

    Cape Town, Western Cape, South Africa Dante Personnel Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Public Relations Officer to join our team at Dante Personnel. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, primarily estate agents, to drive business growth and revenue.Key Responsibilities:Client Relationship...

  • Client Liaison Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa ABC Worldwide Full time

    Client Liaison Agent **Key Responsibilities:** * Provide exceptional client communication and coordination with the production team * Confirm jobs according to the defined Pixelfaerie process * Adhere to all production and communication processes * Complete administrative documents related to jobs * Ensure high-quality production output by meeting client...

  • Client Liaison Officer

    3 weeks ago

    Cape Town, Western Cape, South Africa WestLine Staffing Solutions Full time

    Job DescriptionWestLine Staffing Solutions is seeking a highly skilled and experienced Client Liaison Officer to join our team. As the primary point of contact for our clients, you will be responsible for ensuring clear communication and a seamless experience from start to finish.Main Responsibilities:Client Communication:Serve as the main contact for...

  • Client Liaison Officer

    3 months ago

    Cape Town, South Africa Health Solutions 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,...