Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- Enable the Momentum Consultants and Actuaries growth strategy through obtaining and maintaining investment consulting relationships
Requirements
- Relevant Bachelor's degree
- At least 8 - 10 years' asset consulting experience in an institutional client environment
- Detailed knowledge of the South African investment industry
- 3-5 years' experience as lead investment consultant to institutional clients
Duties & Responsibilities
- Provide input into a comprehensive investment consulting strategy that will enable and grow consultants to be professional and well-respectedEnsure execution on the strategy that will include inter alia the following:
- Advising institutional clients on all aspects of their investments
- Building and improving relationships with clients
- Building and maintaining strong relationships with internal stakeholders
- Attending and providing input to consulting forums
- Develop initiatives to improve or enhance the client experience
- Take responsibility for advice given by consultants (where appropriate)
- Manage the client's experience in order to ensure investment needs are being successfully addressed
- Deliver authoritative, expertise and advice
- Educate and develop Assistant Consultants
Competencies
- Accountability
- Analytical thinking
- Communicating with impact
- Planning and organising
- Presentation and facilitation skills
- Business Accumen
Closing Date
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Role Purpose
- You will be responsible for accounting and financial reporting activities to support the growth and development of the Momentum Retirement Administrators (MRA) business.
Requirements
Experience and Qualifications
- Bachelor of Commerce (Accounting as Major).
- 5 - 7 Years' experience in a financial or employee benefit environment.
- 5 Years' Fund or Investment Accounting experience.
Duties & Responsibilities
- Maintain the general ledgers.
- Reconcile two tier balance sheet items.
- Independently prepare monthly management accounts and annual financial statements.
- Independently prepare monthly statements of cash flows within agreed timelines.
- Independently prepare audit files for annual audits and statutory valuations.
- Independently prepare and confirm monthly financial reports.
- Ensure that all statutory information for the fund is available at all times.
- Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented.
- Prepare monthly general ledger reconciliations for the fund.
- Reconcile investment trial balances on a monthly basis.
- Review and analyse money movement on a daily basis.
- Perform bank reconciliations.
- Prepare and submit monthly PAYE returns to SARS.
- Process journals on the general ledger system within the agreed time.
- Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA.
- Prepare asset and liability matching on a monthly basis.
- Prepare and submit annual financial statements of pension fund.
Competencies
- Accountability.
- Accuracy.
- Attention to detail.
- Analytical thinking.
- Team work.
Closing Date
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Role Purpose
- Underwriter Financial Lines risks delivering profitable, sustainable growth in accordance with underwriting guidelines, reinsurance treaties, and regulatory requirements. Build and maintain broker relationships, execute timely and sound underwriting decisions, and contribute to the line’s portfolio strategy, product development, and market positioning.
Requirements
Qualifications
- Bachelor’s degree as above; post-grad (e.g., Hons/LLB/CA(SA)/CFA/ACII/AIISA/FCII) advantageous.
Experience
- At least 5–8 years demonstrable Financial Lines underwriting with portfolio ownership and broker relationship leadership.
- Proven complex account negotiation capability.
- Full FAIS/FSCA compliance and a track record of coaching/mentoring junior underwriters.
Duties & Responsibilities
Technical Underwriting
- Underwrite new and renewal risks D&O, FI, Crime/Fidelity and related products, within delegated underwriting authority.
- Perform comprehensive risk assessment: financial statement analysis, management quality, claims history, industry risk, control environment, governance, and limit/profile adequacy.
- Structure terms: limits, deductibles/retentions, wordings, endorsements, coinsurance, and market pricing aligned to portfolio strategy.
- Approve or refer submissions in line with referral matrices, document rationale and file underwriting to audit standards.
- Ensure policy forms comply with reinsurance, legal and regulatory requirements; align with TCF principles.
Portfolio & Profitability Management
- Manage a defined broker panel and book of business, monitoring loss ratio, rate change, retention, new business hit ratio, exposure aggregation, and capacity utilisation.
- Proactively drive rate adequacy and remedial actions on deteriorating segments (wording changes, pricing, declinatures, sub-limits, risk-improvement warranties).
- Collaborate with actuarial and claims to analyse trends, loss drivers, and recommend product/wording or pricing updates.
Broker Engagement
- Develop and execute broker engagement plans; conduct underwriting meetings, deal negotiations and portfolio reviews.
- Provide technical support on wording/coverage, and participate in marketing initiatives.
- Maintain high service standards: turnaround times, clarity of terms, and professional communication.
Governance, Compliance & Controls
- Maintain accurate, complete underwriting records for internal audit and reinsurer review.
- Support credit control.
Competencies
- Financial analysis (balance sheet strength, leverage, liquidity, cash flow, earnings quality).
- Coverage and wording mastery (D&O, FI, Crime/Fidelity,).
- Negotiation & influencing with brokers clients.
- Decision quality under time pressure; commercial judgement with technical rigor.
- Collaboration across Claims, Reinsurance, Actuarial, Legal/Compliance, Finance/Credit Control.
Closing Date
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Role Purpose
- Responsible for Motor underwriting, liasing with brokers, policy administration, new business quoting, renewals, endorsements in line with underwriting mandate, financial functions, debtors control via the Eezebee/SKI policy system.
Requirements
Qualifications
- Matric
- RE5 preferable
- Studying towards insurance qualification
Experience
- 5 years underwriting experience.
- 5 years MS Office experience (Outlook, Word, Excel).
- 5 years’ Experience in Commercial Insurance.
Duties & Responsibilities
- Uploading Unpaid Letters and send unpaid notification to the brokers/ insurers.
- Reconciling clients account as per broker request.
- Credit control.
- Loss ratio management.
- Quoting on motor business within mandate.
- Attending Broker and Insurer telephonic queries.
- Uploading renewal listing and send renewal packs and Claims history to the brokers/ insurers.
- Working on exception Reports (Monthly policies) and correcting errors on the policies.
- Support to claims department by sending policy schedules and premium confirmation.
- Preparing refund for the clients and send requisition to accounts department.
- Processing policy endorsements, new business and renewals.
- Support to sales and marketing.
- Attending to pre debit order report and audit reports.
- Liaising with customers in respect of premium queries and complaints, with a view to investigating and solving such queries and complaints efficiently.
- Ensuring that the principles of TCF are delivered across every function performed, with a specific focus on the achievement of:
- TCF Outcome 6 (Customers do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint).
- Capture the client in the Eezibee system.
- Confirm payment of premium.
- Credit control.
- Portfolio management.
Competencies
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Results & Solutions focused driven
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Collaboration
- Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of MMI.
Networking
- Create and maintain a useful network of expertise to advance the interest of Guardrisk
Diversity and Inclusiveness
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
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Role Purpose
- To provide administrative support and services responsible for Private Equities, Special Opportunities,Structured Products, Direct Properties, Fund of Hedge Funds, Listed Derivatives, Fixed Income, Securities Lending as well as other off market investments such as Reinsurance agreements,
Requirements
Qualifications and Experience
- BCom Degree or Financial Market Dip would be advantageous
- 5 years' experience in finance industry, preferably in operational environment
- Process Design Experience
- Knowledge of Investment Admin systems
- Strong Excel skills
- Strong organisational skills
Duties & Responsibilities
- Drive the execution of operational strategies, plans, polices and processes that support the achievement of business objectives:
- Provide administrative services and support on investments related to Private Equities,Special Opportunities, Structured Products, Fund of Hedge Funds, Fixed Income, Securities Lending, etc,
- Administration of Direct Properties
- Administration of other off market investments such as Reinsurance agreements
- Cash and Scrip recon clearance
- Listed Derivative administration
- Participate in change initiatives and projects
- Provide transition support
- Translate business requirements into workable processes and controls and engage with clients in a client centric manner.
- Provide authoritative, expertise and advice to clients and stakeholders
- Build and maintain relationships with clients and internal and external 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 ofresponsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Self-Managment & Teamwork:
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and actively participate in change initiatives and project delivery
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
- Effectively manage performance within the team to ensure business objectives are achieved.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team to ensure business objectives are achieved
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
- Understand and manage own deadlines and deliverables Contribute to financial conntrols and planning:
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Provide input into the risk identification processes and communicate recommendations inthe appropriate forum.
Competencies
Knowledge, Competencies and Skills
- Business Acumen
- Customer/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date
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Role Purpose
- Responsible for reporting, forecasting, and analysing margin and revenue across the Momentum Investments portfolio of businesses and planning units.
- Support profitability for the division and each subsidiary while providing insights for strategic decision-making.
- Oversee governance processes related to investment fees.
- Develop the information systems, relationships, and processes required for the function to operate efficiently and effectively.
Requirements
- Bachelor's Degree with Honours in Economics, Accounting, Finance or Maths or equivalent.
- 5 years' experience in the financial services industry (experience in asset management is preferred).
- Knowledge of accounting principles and practices.
- Tax (VAT) knowledge.
- Knowledge of regulations (FSB / FIAS).
- Knowledge of asset or multi management or collective investment principles.
- Knowledge of financial markets.
- Excel, Word, Access (knowledge of JDE would be an advantage).
- Qlikview, SQL and/or PowerBI knowledge would be an advantage.
Duties & Responsibilities
Perspective: Forecasting and Analysis
- Responsible for creating revenue forecasts in support of both the annual budget process as well as to identify key trends and risks to support long-term business decision making.
- Provide insight into the various drivers of the firm’s revenue including assets under management, market impact, and new clients flows and sales activity.
- Provide insight into progress on strategic objectives associated with revenue and AUM.
- Perform sensitivity and scenario analysis assessing the impact of various potential market conditions on firm revenue.
- Perform discounted cash flow and valuation analysis on special projects and initiatives.
- Provide insight into the price competitiveness of the firm’s product ranges within the market.
- Provide financial impact analysis for key projects and initiatives both within Finance and the broader Momentum Investments.
- Identify opportunities and threats to the future financial performance of the firm as a result of industry trends and market conditions.
Perspective: Governance and Oversight
- Review all client and asset manager fee arrangements to ensure fairness, profitability, transparency, regulatory compliance and operational feasibility.
- Consult with the distribution and investment teams when new fee arrangements are being negotiated.
- Responsible for ensuring sufficient financial controls and audit trails are in place for all revenue calculation processes.
- Review and publish client TIC/TER reports in compliance with ASISA standards.
- Stay current on relevant FSCA regulations and ASISA guidelines as they pertain the charging and disclosure of investment fees.
- Review all legal agreements to ensure compliance with fee policies and principles.
- Ensure effective financial management, control and corporate governance.
- Take accountability for the management of business-related risks.
Perspective: Process and Reporting
- Manage the monthly fee reporting cycle applicable to clients and finance areas.
- Ensure that all revenue is completely and accurately reported.
- Follow up and resolve any revenue queries, issues or outstanding items.
- Monitor and enhance existing revenue processes.
- Conduct problem analysis (people, system and process).
- Analyze the quality of management information.
- Conduct needs identification.
- Implement enhancements including the development of financial models and systems.
- Perspective: Stakeholder Management
- Relationship management (Internal – IT, application support, management, colleagues, group finance and external clients, advisors etc.).
- Accurate and timeous reporting within agreed SLA to all stakeholders.
- Perspective: Project Management
- Manage and or participate in Revenue Analysis projects.
- Perspective: Knowledge Sharing
- Share on the job skills/ knowledge with the team.
Competencies
- Strategic Thinking: Ability to develop and implement long-term marketing strategies that align with business objectives.
- Innovation: A creative mindset with the ability to think outside the box and drive innovative marketing solutions.
- Collaboration: Excellent interpersonal skills with the ability to build and maintain effective working relationships.
- Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret data and make informed decisions.
- Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
- Adaptability: Ability to thrive in a fast-paced and dynamic environment, with a proactive and flexible approach to work.
- Strong mathematical ability
- Strong MS Excel knowledge a must.
Working knowledge and understanding of the processes and systems pertaining to all or most of the following processes within an investment administration environment preferable:
- Administration fee management
- Broker or Advisor or Corporate fee management
- Initial, annual and ongoing fee management
- Rebates
- Accurate and precise problem solving skills
- Systematic and organised working approach
- Organising information and people
- Ability to follow and complete routine and complex functions
- Ability to prioritise and plan appropriately
- People management skill
- Attention to detail
- Responsible
- Self-disciplined
- Self-starter
- Pro-active
- Sound judgement
- Team player
Closing Date
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Role Purpose
- The risk manager will be responsible for Guardrisk Group including short, long-term insurance and micro insurance license under its management control.
- The successful applicant will be responsible for identifying, assessing, managing, monitoring and reporting of risk as well as the management of the enterprise risk management framework.
- The Risk Manager reports to the Head of Risk and supports the Managing Execute: Governance and Risk. The risk manager and will work closely with all of the functional area line managers of the Cell-Captive planning units within Guardirisk.
- The Risk Manager as part of the risk management function acts as second line of defence within Guardrisk.
Requirements
Qualifications
- Grade 12
- Relevant BSc Degree (Stats, Actuarial Science or Econometrics)
- Relevant BCom Degree (Risk Management)
- Relevant membership Qualification
Experience
- Registration with the Institute of Risk Management South Africa (preferable)
- Knowledge of any of the well-known ERM frameworks (i.e. COSO).
- Above average working knowledge of MS Office and Risk Management Software platforms.
- Understanding or exposure to basic quantitative risk management concepts.
- 3 - 5 years risk management experience in the financial services sector, preferably in or with exposure to a short-term insurance or a long-term insurance environment.
- At least 2 years’’ experience in the implementation of a risk management framework essential.
- Excellent understanding of risk management best practices.
- Experience in conducting of risk assessment.
- Experience in managing staff.
Duties & Responsibilities
- Ensure the enterprise risk management framework is effectively implemented within the business.
- Monitoring of appropriate key risk indicators together with associated tolerances, limits and related reporting.
- Undertake periodic risk assessments working with the various risk owners and ensure that the risk registers are kept up to date.
- Provide risk management guidance and training to staff and ensure the necessary documents are made available.
- Critical review of existing and/or development of new risk reports to ensure that they are suitable and useful to aid in decision making.
- Preparation, submission and/or presentation of risk reports to the various operations and/or governance forums within the business.
- Liaising with and exchanging information with the other assurance providers as part of the combined assurance approach.
- Responsible for the management of the Risk Management Platform.
- Identifying current/actual and emerging risks through evaluating internal and external risk environment on a continuous basis.
- Aggregating, monitoring and advising management on the effective management and mitigation of identified risks.
- Risk monitoring on risk appetite, risk registers, loss data, combined assurance, key risk indicators and emerging risks.
- Maintaining updated risk registers for applicable entities in the Group.
- Management of the risk management team.
Competencies
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Collaboration
- Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of MMI.
Results & Solutions focused driven
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Networking
- Create and maintain a useful network of expertise to advance the interest of Guardrisk
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Diversity and Inclusiveness
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
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Role Purpose
- The Human Capital Business Partner role provides dedicated Human Capital Partnership to business units, ensuring people practices support Guardrisk goals, while managing complex demands from clients. The role balances operational delivery with strategic input, acting as a trusted advisor to leaders and employees.
Requirements
Qualifications
- Bachelor’s degree in human resources/ industrial psychology or related field
- Registered Psychometrist/Industrial Psychologist with HPCSA will be an added advantage
Experience
- 5-7 years’ experience in an HC role
- Strong knowledge of HC Principles including talent management, performance management
Duties & Responsibilities
Responsibilities, work outputs and individual contribution
Strategic HC Partnership
- Act as a trusted advisor to business leaders and managers, providing strategic insights on HR matters such as talent management, organizational development, and employee engagement
- Partner with leadership to align HC strategies with business goals and drive the people agenda across business units
- Work closely with department heads to understand their needs and proactively suggest HC solutions that support organizational objective.
Talent management and development
- Lead the recruitment and selection strategy for allocated Guardrisk BU, ensuring that the talent acquisition processes are aligned with business needs.
- Oversees performance management processes, including goal setting, feedback and development planning.
- Advises on career development, succession planning and development initiatives.
- Support employee learning and development programs to foster skill growth and organisational capability.
- Collaborate with business leaders to identify high-potential employees and design individualized development plans.
- Partners with the learning and development team to implement development and leadership initiatives.
- Support the design and delivery of learning and training programs aimed at developing leadership and key talent across Guardrisk.
Employee relations and Organisational culture
- Act as a point of escalation for complex employee relations issues, providing guidance and support to resolve conflicts in a timely and constructive manner
- Foster a positive organizational culture by promoting values, employee engagement, and creating an inclusive work environment
- Works closely with OD and Executive HC to drive change management initiatives and support leadership during periods of organizational transformation or restructuring.
- Act as a mediator in conflict resolution, addressing complex employee relations issues and ensuring fair and equitable outcomes
- Provide guidance to managers and employees on conflict resolution strategies, fostering a respectful and positive work environment
- Handle sensitive employee issues, ensuring compliance with legal standards and company policies while maintaining confidentiality.
Human Capital Process optimisation
- Collaborate with the HR team to continuously improve HR policies, processes, and practices to ensure efficiency and effectiveness
- Implement HR programs and initiatives that enhance employee engagement, retention, and satisfaction
- Lead data-driven HR initiatives, utilizing metrics to assess organizational health and implement improvements.
Employee experience and wellbeing
- Partner with internal stakeholders to ensure employee well-being programs and initiatives are aligned with employee needs and company values
- Monitor employee feedback (via surveys, interviews, etc.) and recommend actions to enhance the overall employee experience.
- Promote and support employee well-being initiatives, ensuring that employees have access to programs that enhance their work-life balance and overall health
- Monitor employee feedback through surveys and one-on-one interactions to identify trends and areas for improvement in the employee experience
- Work with leadership to drive a culture of recognition, employee engagement, and retention
Human Capital reporting and compliance
- Provide regular reports and insights on key HC metrics such as turnover, performance, talent pipeline, and employee engagement to business leaders
- Ensure HC initiatives comply with legal and regulatory requirements, industry best practices, and company policies
- Stay up to date with the latest HC trends, legislation, and best practices to provide informed guidance to the business
Competencies
- Taking Action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
- Articulating information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
- Convincing people: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
- Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed..
- Embracing change: Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges.
- Understanding people: Shows empathy and compassion; attends and listens to people; is attentive and understands the motivation in others.
- Conveying self confidence : Is self-assured and projects inner confidence; is confident and determines own future; values own contributions.
- Developing Expertise: Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.
Closing Date
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Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- Are you passionate about people, curious about the world of investments, and ready to start building your career in financial services?
- Join us as a Wealth Service Intern and get hands-on exposure to what exceptional client service really looks like in a business that believes investing is personal.This internship is designed to give you a front-row seat to the heartbeat of our Wealth Service Centre, where care, collaboration, and precision meet every day to deliver the best client experience.
- You’ll learn how we support clients, advisers, and partners, while developing the confidence, technical know-how, and professional polish to grow your career.
Requirements
Qualifications, Experience and Knowledge
- Grade 12 certificate (mandatory)
- Recently completed a tertiary qualification in Finance, Investments, Business Administration, or a related field.
- Strong interest in financial services, investments, and client relationship management.
- Basic understanding of the financial services or investment industry will be an advantage.
- Service, administrative, or financial environment will be an advantage.
Duties & Responsibilities
Key focus areas:
- Support the Service team in delivering positive, seamless, and professional service during every client interaction.
- Assist with receiving, logging, and monitoring client instructions and enquiries across various channels (email, telephone, digital platforms).
- Learn to process basic client instructions and requests in line with set processes, quality standards, and turnaround times.
- Help ensure that client information and documentation are complete, accurate, and compliant with relevant requirements.
- Assist with obtaining missing information, documentation, or signatures under the guidance of a Service Specialist.
- Help ensure that clients, advisers, and partners are kept informed of progress on their requests or queries.
- Support initiatives aimed at driving digital adoption among clients and advisers – learning to identify digital challenges and propose practical solutions.
- Provide administrative assistance with indexing, tracking, and data clean-up activities to enhance accuracy and operational efficiency.
- Assist with monitoring client trends or recurring queries and escalating areas for improvement.
- Participate in projects and initiatives that improve the overall client service experience and process efficiency.
- Learn about and adhere to product, compliance, and legislative requirements (such as TCF and POPIA).
- Support and collaborate with colleagues within the Service Centre to achieve collective team targets and maintain a positive, client-centric environment
- Observe and contribute to interactions with internal departments to resolve client queries effectively and efficiently.
- Assist with the preparation of reports, documentation, or dashboards used to track client interactions and performance metrics.
- Participate in team meetings, training sessions, and development workshops to expand product and process knowledge.
- Take ownership of your own learning journey, seeking feedback, and continuously developing your service, system, and communication skills.
Competencies:
- Communication skills
- Learning Agility
- Problem Solving
- Initiative & Drive
- Teamwork & Collaboration
Closing Date
Method of Application
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