Momentum - Service Consultant vacancy

ROLE PURPOSE

To provide effective and efficient service to clients through the administration of a group of schemes under the Funds At Work (FAW) Umbrella Fund and Risk Schemes.

RESPONSIBILITIES AND WORK OUTPUTS

Administer and process the relevant scheme data from fund entry to exit stage.
Accurately and timeously process all client investment portfolio switches.
Receive and process withdrawal and retirement claims according to departmental guidelines.
Assist clients efficiently with their requests through displaying the MMI values enabling client retention and satisfaction.
Build and maintain relationships with clients and stakeholders to ensure service excellence.
Ensure all risks are mitigated and escalated when dealing with client requests.
Keep abreast of MMI product changes in order to effectively and accurately assist with client queries.
Responsible for the monthly reconciliation of scheme data and investments from fund members to assist with client reporting.

COMPETENCIES REQUIRED

Accountability
Attention to detail
Customer orientation
Communication skills
Planning and organising
Teamwork


EXPERIENCE AND QUALIFICATIONS

Grade 12 or NQF level 4
Excel skills
3-5 Years Employee Benefits experience
Knowledge of relevant legislation (i.e. Pension Fund Act)
Industry and product knowledge will be advantageous
Completion of Yenzani training will be advantageous

How to apply for this:

APPLY HERE

Closing date: 14-12-2017