Current Jobs 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

go to method of application »

Role Purpose

The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.

Requirement

Experience and Qualifications:

Qualifications

• Relevant Degree (NQF 7) Business-related qualifications

Experience

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties and Responsibilities

Internal Processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience Stakeholder Engagement
• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and 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 Collaboration and Self-development
• 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
• Business Efficiencies and Effectiveness
• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum