Client Service Administrator - Centurion at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement.

Requirements    

• Grade 12 or equivalent (NQF level 4)
• 2 Years' relevant experience within a financial services environment
• Employee benefits experience.

Duties & Responsibilities    

• Responsible for incoming client calls and following up to request oustanding client information
• lnvestigate and resolve all non-reconciling items
• Draft professional and relevant correspondence to clients
• Attend retirement related meetings to keep abreast of operations within the business
• Submit beneficiary statements to board of trustees for approval when necessary
• lnvestigate client queries within service level agreements and provide clients with timeous feedback
• Resolve and and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Make recommendations to improve client service and fair treatment of clients with area of responsibility. Participate and contribute to a culture which builds rewarding relationships, faciliates feedback and provides exceptional client service.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. 

Competencies    

• Attention to details
• Accountability
• Customer orientation
• Planning and organizing skills