Client Service Administrator: Installations

Closing Date 2025/04/27

Reference Number MMH250422-1

Job Title Client Service Administrator: Installations

Position Type Permanent

Role Family Client Services

Cluster Momentum Corporate

Remote Opportunity Some of the time

Location - Country South Africa

Location - Province Gauteng

Location - Town / City Centurion

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Accurate administrative function for the installation of New Business and Benefit Improvements, according to relevant service level agreements, onto the Momentum Corporate operating system. The purpose of which is to allow effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience.

Requirements

• Matric or related experience.
• 5 years related experience.
• Employee benefits experience will be an advantage.
• Installations experience will be an advantage.
• Orbit experience will be an advantage.

• Receive, manage and assemble data to determine the accuracy of information to be loaded onto the system.
• Timeously liaise with relevant stakeholders to obtain information to allow scheme installations/benefit improvement to the system within SLA.
• Accurate installation of New Business and Benefit Improvements to the operating system within SLA.
• Liaise with internal and external stakeholders in respect of data loaded to the system to obtain client approval and/or changes required.
• Accurately completing the first reconciliation of newly installed schemes to allow the first contributions to be banked.
• Accurate and timeous handover to administration teams to allow a seamless transition for clients, thereby enhancing the overall client experience.
• Self-management of personal and work queues and administrative related processes stemming from new installations or benefit improvements.
• Dealing with client requests in a competent, efficient and professional manner.
• In conjunction with the Administration Manager be accountable for the coordination of service delivery both internally and externally.
• Support the Administration Manager that enables efficient and effective client service.
• Ensuring all risks are mitigated and escalated where necessary.
• Effectively utilizing IT systems to ensure accuracy of documentation.
• Maintaining broad product knowledge to effectively and accurately respond to customer complaints.
• Contribute to the process of developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times.
• Make recommendations to improve client service and fair treatment of clients.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client experience.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
• Positively influence and manage change and offer specialist support where required.
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

• Written and verbal communication skills.
• Attention to Detail.
• Time management.
• Client orientation.
• Teamwork.
• Initiative.