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  • Posted: May 16, 2022
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    Client Services Consultant - George

    Role Purpose    

    • Render a comprehensive service to clients, processing all the administrative tasks according to agreed standards and turnaround time's thereby improving client retention and repeat business opportunities.

    Requirements    

    • Matric or NQF 4 equivalent
    • 2 years client service administration experience
    • No criminal record

    Duties & Responsibilities    

    • Accurately capture client information on the relevant system.
    • Execute client requests within the agreed timeframes, quality standards and legislation.
    • Handle all the administrative tasks according to agreed standards and turnaround times.
    • Engage with clients in a client centricity manner in order to improve client retention and repeat business activities.
    • Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
    • Ensuring accurate completion of documentation as per service level agreement in order to meet client needs.
    • Effectively utilise client service interactions to improve client retention and repeat business activities.
    • Effectively use administration systems to ensure accuracy of documentation.
    • Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
    • Handling of urgent complex enquiries and requests received telephonically and via fax/email.
    • Build and maintain relationships with clients and internal and external stakeholders.
    • Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
    • Manage the delivery 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.
    • Process the relevant policy transactions per client interaction.
    • Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
    • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
    • Positively influence and manage change and offer specialist support where required.
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
    • Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
    • Take ownership for driving career development.
    • Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Implement and provide input into governance processes, systems and legislation within area of specialisation.
    • Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
    • Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

    Competencies    

    • Business Acumen
    • Client/Stakeholder Commitment
    • Drive for Results
    • Collaboration
    • Impact and Influence
    • Self-Awareness and Insight

    Closing Date: 18th, May 2022

    Method of Application

    Interested and qualified? Go to Momentum on momentum.erecruit.co to apply

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