Client Support Specialist
1 week ago
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- Job by industries
The overall purpose of the role:
Key Responsibilities:
- To support the Client Relations Managers in the delivery of client service excellence.
- Preparation of new business documents, agenda packs, etc.
- Distribution of electronic benefit statements and updating share-point accordingly
- Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
Key Responsibilities (continues):
- Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
- Member app/web – actively promote members to make use of the app/web
- Preparation of meeting agendas and reports and follow-up of action items
- Effective handling and managing of telephone and email queries
- Perform to a high standard and be prepared to develop in the role
- Undertake additional training as required to fulfil the role
- Actively participate in internal forums, training, and social events
- Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system
Qualification and Experience:
- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Needs to understand, write, and speak Afrikaans.
Knowledge and Skills:
- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous.
- Certificate of Proficiency will be advantageous.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, and Outlook)
Personal Qualities:
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals.
Core Competencies:
- Cultivates Innovation by creating new and better ways for the organization to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.
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