Client Service Administrator
Client Service Administrator: Indexing
Closing Date: 15 September 2025
Reference Number: MMH250908-2
Position Type: Permanent
Role Family: Client Services
Cluster: Momentum Corporate
Remote Opportunity: Hybrid (some remote work)
Location: Centurion, Gauteng, South Africa
About Us
Through our trusted brands—Metropolitan, Momentum, Multiply (wellness and rewards), Guardrisk, and Eris Property Group—we empower individuals and businesses across South Africa to achieve their financial goals and aspirations. We help people grow their savings, protect what matters most, and invest for the future. We also support companies and organisations in rewarding and caring for their employees. Momentum Group delivers practical financial solutions through a wide network of advisers, brokers, and digital platforms.
Visit us at www.momentumgroupltd.co.za
Role Purpose
To accurately analyse, review, and capture incoming correspondence and documents, while creating and allocating workflow tasks within agreed service level standards.
Requirements
- Matric (Grade 12) or equivalent qualification.
- Minimum 1 year of administration and data capturing experience within an insurance environment.
- Intermediate Microsoft Excel skills.
- Experience in employee benefits will be advantageous.
Key Responsibilities
- Capture data related to documents and correspondence.
- Respond to and resolve basic enquiries within service level agreements.
- Redirect misdirected emails to the correct department or individual.
- Gain familiarity with Momentum Corporate business areas to effectively direct enquiries.
- Deliver high levels of customer service when engaging with stakeholders.
- Support the front-line team by handling inbound calls, emails, and assisting walk-in clients when necessary.
- Ensure compliance with Treating Customers Fairly (TCF) principles in all interactions and services delivered.
Competencies
- Strong attention to detail.
- Effective time management skills.
- Good communication and interpersonal skills.
- Strong planning and organisational ability.
💡 Note: This role is offered on a pay-for-performance remuneration structure.
⚠️ Disclaimer: Applicants should verify the authenticity of this vacancy on the official Momentum Group careers page.