Client Service Administrator
Client Service Administrator: Installations – Job Opportunity
Company: Momentum Corporate
Location: Centurion, Gauteng
Employment Type: Permanent
About Momentum Group
Through its well-known client-facing brands such as Metropolitan and Momentum, along with Multiply (a wellness and rewards programme) and specialist brands including Guardrisk and Eris Property Group, Momentum Group supports individuals and organisations in achieving their financial goals. The group offers practical financial solutions that help people save, protect, and invest for the future, while enabling employers to care for and reward their employees.
For more information, visit www.momentumgroupltd.co.za.
Applicants are encouraged to verify the authenticity of this vacancy on the official Momentum Group careers page.
Role Purpose
The Client Service Administrator: Installations is responsible for delivering accurate and efficient administrative support for the installation of New Business and Benefit Improvements on the Momentum Corporate operating system. This role ensures retirement fund administration is executed in line with service level agreements (SLAs), legislative requirements, and industry standards, ultimately enhancing the overall client experience.
Requirements
Qualifications and Experience
- Matric or equivalent experience.
- Minimum of 5 years’ relevant experience.
- Experience in employee benefits administration will be advantageous.
- Installations experience will be an added advantage.
- Experience using the Orbit system will be beneficial.
Key Duties and Responsibilities
- Receive, collate, and verify data to ensure accuracy before loading information onto the system.
- Liaise timeously with internal and external stakeholders to obtain required information and meet SLA timelines.
- Accurately install New Business and Benefit Improvements on the operating system within agreed SLAs.
- Engage with stakeholders regarding loaded data to obtain client approval or implement required changes.
- Complete the first reconciliation of newly installed schemes to enable initial contributions to be processed.
- Ensure accurate and timely handover to administration teams for seamless client onboarding.
- Manage personal work queues and administrative processes related to installations and benefit changes.
- Respond to client queries professionally, efficiently, and competently.
- Support and coordinate service delivery in collaboration with the Administration Manager.
- Identify, manage, and escalate risks where necessary.
- Use IT systems effectively to ensure documentation accuracy.
- Maintain sound product knowledge to address client enquiries and complaints.
- Contribute to the development and improvement of client service standards.
- Recommend initiatives to enhance service delivery and ensure fair client treatment.
- Promote a culture of strong relationships, feedback, and exceptional client service.
- Continuously develop industry and technical expertise within the area of specialisation.
- Support and manage change initiatives and provide specialist input when required.
- Foster a results-driven culture focused on productivity, service excellence, and quality management.
- Take ownership of personal career growth and development.
Competencies
(As per Momentum Corporate’s competency framework)