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 ... read moreis our aim to build and maintain enduring relationships by providing transparent, simple and effective communication.
Our broad range of advice, insurance, investments and health offerings give you the best possible financial solution, because good financial wellness enables you to achieve your purpose in life.
Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment market in South Africa.
Mission statement
We commit to fulfil your lifelong financial needs by:
Providing value-for-money solutions that are relevant and unique
Engaging in a transparent, simplified and effective manner
Building enduring partnerships
Requirements
Matric (Grade 12)
Diploma would be advantageous
Proven track record in dealing with escalations and queries.
Minimum of 3 years of experience in a Call Centre/ Correspondence
Requirements
Matric Certificate
Office administration, secretarial or equivalent qualification (desirable)
2-3 years' relevant admin experience
Relevant business system (preferred)
C
Role Purpose
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To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries time
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Manage the finance service offering for the segment by providing professional and ethical financial practices and services that support business decision making a
