Quality Assurer (Temporary Position) at Momentum Metropolitan Holdings Limited

Role Purpose    

• As a Quality Assurer (QA) (previously known as Quality Controller (QC)) within our Momentum Wealth Service Centre, your primary responsibility is to meticulously oversee data quality on business systems, ensuring compliance with standards while also upholding and monitoring the quality assurance process.
• Your duties will involve receiving, reviewing, assessing, evaluating, and either approving or declining instructions through different service channels within a dynamic and demanding service environment. Additionally, you'll be accountable for processing instructions accurately, aligning with our quality benchmarks and timelines, all with the aim of consistently elevating the client experience and delivering top-quality work.

Requirements    

Experience and Qualifications

• Minimum of 3-5 years of practical experience in Investment, Insurance, and Financial Services, with a focus on administration, client service and support, particularly in the international investment sector is a plus.
• Understanding legislation in the insurance and international investment industry, such as GDPR, POPIA, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, and LTA is advantageous.
• A minimum of a Grade 12 (or equivalent) with Math and/or
• Possession of a Com in Finance/Investments or related tertiary qualifications is favourable.
• Knowledge of Momentum Wealth products, processes, procedures, and
• Familiarity with Gemstone, BPM, and Activity
• Proficiency in dual-screen navigation and advanced typing
• Excellent computer skills, including the ability to quickly learn and understand new
• Intermediate proficiency with the Microsoft Office suite (Excel, Word, Outlook, and Teams).

Knowledge

• Deep understanding of the financial services
• Strong grasp of client service policies and
• Familiarity with business rules and
• Awareness of relevant regulatory and compliance
• Understanding of call and service centre
• Relevant product
• Knowledge of how complaints are handled and

Duties & Responsibilities    

Internal

• Ensure operational processes and procedures are
• Assess the quality of data captured on business systems against quality standards to ensure correctness of data.
• Identify, report on and monitor process and system improvements
• Identify internal gaps, risks, and training needs, and work with stakeholders to create action
• Collect information on quality assurance and adherence to procedures for a comprehensive view of
• Report on areas of opportunity and risk within the team(s), make recommendations to close identified gaps and own the process of incorporating these recommendations.
• In conjunction with the line manager, provide constructive feedback to the team on quality
• Coach team members to meet quality
• Implement quality assurance processes and standards to maintain operational
• Demonstrate leadership and accountability to enhance team collaboration and skills
• Evaluate/audit emails and calls handled by the service

Client

• Offer expert advice to internal
• Establish and keep relationships with both internal and external
• Fulfil service level agreements with key stakeholders to manage
• Suggest improvements for better client experiences and fair treatment within your
• Contribute to a culture of valuable relationships, feedback, and exceptional client

People

• Foster productive relationships with peers, clients, and
• Actively engage in and promote change
• Continuously expand your expertise in professional, industry, and legislative
• Promote innovation by generating, sharing, and implementing new
• Take charge of your own career
• Efficiently manage your time for optimal
• Keep technical product and legislative knowledge up to date to offer relevant client solutions and meet governance requirements.
• Display self-confidence, self-motivation, and relentless pursuit of targets and

Finance

• Identify solutions to enhance cost effectiveness and increase operational
• Handle financial and other company resources
• Contribute to risk identification and share recommendations where

General

• Provide exceptional, considerate, and timely customer service in all
• Maintain a consistent and exceptional client experience in a fast-paced
• Create personalized phone and email responses for diverse client
• Safeguard client confidentiality at all
• Collaborate with and assist the Momentum Wealth team on various tasks be it client instructions, processing, transactional indexing, clean-up projects, etc to enhance excellence.
• Follow product, legislative, risk, and compliance procedures
• Uphold client-centered and fair treatment
• Manage reputational and financial risks arising from interactions with all
• Take personal responsibility for meeting daily and monthly
• Contribute daily to achieve team goals and
• Promote a culture of identifying and recommending improvements for better client service, cost- effectiveness, efficiency, and risk reduction.
• Actively improve performance and personal
• Continuously develop expertise in professional, industry, compliance, and legislative
• Embrace Momentum Metropolitan values: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.

Competencies    

• Passionate about service excellence, with a "can-do" attitude that inspires determination and excellence in every task and interaction.
• Skilled at working with and serving people, demonstrating teamwork, care, and
• Works effectively both independently and as part of a
• Skilled in building effective relationships with clients and colleagues, networking within and outside the
• Highly organized, professional, efficient, and time
• Exceptional attention to detail and quality
• Values honesty, integrity, and client
• Resilient and adaptable, able to overcome obstacles and deliver results in a stressful
• Upholds principles, ethics, and values while embracing
• Communicates information clearly and confidently, both in speech and
• Analyses verbal, numerical, and other data, breaks it down into components, seeks additional information, and generates practical solutions to problems.

Closing Date    

• 2026/05/27