Client Service Administrator- Cape Town at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

Requirements    

Experience and Qualifications

• Grade 12 or equivalent
• 2 Years’ relevant experience within a financial services environment
• Employee benefits experience will be an advantage

Duties & Responsibilities    

• The incumbent will be co-responsible for the following: 
• Accurately complete member and risk contribution reconciliations.
• Responsible for incoming client calls and following up to request outstanding client information.
• Investigate and resolve all non-reconciling items.
• Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
• Ensure all risk processes are updated to member records and reconciled weekly.
• Check and approve late payment interest calculations.
• Draft professional and relevant correspondence to clients.
• Prepare and submit accurate reports on the status of the Retirement Fund administration.
• Attend retirement related meetings to keep abreast of operations within the business. 
• Receive and review claim documentation in order to ensure that they are complete and accurate.
• Follow up with clients on outstanding information.
• Process and pay claims as per service level agreements with clients.
• Prepare and submit monthly reports.
• Investigate client queries within service level agreements and provide clients with timeous feedback.
• Resolve and escalate client queries when necessary.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates 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 organising skills.

Closing Date    

• 2026/02/14