Client Service Administrator - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose    

• Effective execution of retirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.

Requirements    

• Matric or equivalent
• 2 - 3 Years' experience in a  Financial Services Administration environment
• 1 - 2 Years' experience in Employee Benefits

Duties & Responsibilities    
INTERNAL PROCESS

• Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
• Dealing with client requests in a competent, efficient and professional manner.
• Taking ownership of complaints and ensuring they are resolved timeously and effectively.
• Capture data accurately on relevant systems according to Service Level Agreements.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• File and maintain all relevant documentation, enabling ease of access by team members.
• In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally.
• Accurately complete all administrative and reporting requirements within agreed time frames.
• Adhere to all relevant legislative/compliance requirements.
• Identify and report process and system failures and enhancements to improve client experience.

CLIENT

• Provide authoritative expertise to clients and stakeholders.
• Build and maintain relationships with clients and internal andexternal stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that 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.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems
• Team Working: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision making
• Meeting Time scales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
• Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
• Following Procedures: Conforms  and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
• Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
• Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi-tasking to produce output
• Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy