Senior Fund Relationship Consu at Momentum

Role Purpose    

• Take ownership for the client engagement strategy of a portfolio of large corporate clients, to build, strengthenand maintain existing client relationships with Principal Officers, Board of Trustees and other role players.

Requirements    

•  B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher  Certified Financial Planner qualification will be an added advantage
•  5 to 8 Years' relevant experience at senior level in Financial Services Industry with a focus on employee benefit client relationship management and/or benefit consulting combined with related experience in administration and accounting procedures
•  Strong understanding of Employee Benefits administration processes and related products
•  Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

Duties & Responsibilities    

•  Service a portfolio of Stand Alone Retirement Funds.
•  Build and maintain strong professional relationships with clients so as to remain abreast of their needs.
•  Maintain overall knowledge of the fund's activities and manage deliverables.
•  Attend Board and Sub-Committee meetings on behalf of the Administrator.
•  Monitor and allocate the actions items arising from the minutes.
•  Participate in relevant customer or stakeholder forums.
•  Monitor regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
•  Timeous and correct preparation of Agenda Packs for client meeting according to identified needs.
•  Contribute to the improvement of current services that can potentially lead to improved client experience.
•  Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
•  Develop processes to effectively foster, manage and maintain key stakeholder relationships and monitor effectiveness.
•  Identify and resolve queries and problems timeously, apply discretion and escalate unresolved problems.
•  Prioritise and allocate work and manage related processes to achieve predefined objectives within quality standards.
•  Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.
•  Build and maintain relationships with clients and internal and external stakeholders that promote cross delivery process solutions.
•  Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
•  Deliver on service level agreements made with internal and external stakeholders, monitor feedback and recommend adjustments.
•  Develop and manage key stakeholder relationships that enable achievement of operational objectives.
•  Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
•  Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
•  Liaise with clients and provide information and liaison services to facilitate information dissemination, flow and customer satisfaction.
•  Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
•  Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
•  Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies    

•  Analytical thinking
•  Commercial thinking
•  Business acumen
•  Presentation skills
•  Influencing
•  Planning and Organising
•  Interpersonal Relationships