Client Services Administrator - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose    

• Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.

Requirements    

• 1 2 years relevant experience (essential) 
• Exposure to the insurance or financial services industry (desirable) ,

Formal qualifications

• Grade 12 or equivalent qualification, Formal qualifications
• Relevant businessrelated qualifcation, Formal qualifications
• Industry related qualification (e.g. COP), 

Formal qualifications:

• Industry related qualification (e.g. COP), 

Formal qualifications:

• Grade 12 or equivalent qualification, 

Formal qualifications:

• Relevant businessrelated qualifcation, 
• Onthejob training / qualifications:, 
• Specific licensing or registration:, 
• Communication skills 
• Interpersonal skills 
• Time management skills 
• Attention to detail Planning skills , 
• Proficient in English and Afrikaans (and other specific languages as required) 
• MS Office Suite (Word, Excel) 
• Knowledge of specific products, systems, processes and procedures 
• Relevant regulatory and compliance requirements

Duties & Responsibilities    
INTERNAL PROCESS 

• Take ownership of all client service requests and ensure that it is 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. 
• Accurately complete all administrative and reporting requirements within agreed timeframes. 
• 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 and external 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 Timescales : 

• 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, 

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 decisionmaking, 

Meeting Timescales:

• 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 multitasking to produce output, 

Taking Action:

• Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.