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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za.
Accurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement.
- Grade 12 or equivalent (NQF level 4)
- 2 Years' relevant experience within a financial services environment
- Employee benefits experience.
- Responsible for incoming client calls and following up to request oustanding client information
- lnvestigate and resolve all non-reconciling items
- Draft professional and relevant correspondence to clients
- Attend retirement related meetings to keep abreast of operations within the business
- Submit beneficiary statements to board of trustees for approval when necessary
- lnvestigate client queries within service level agreements and provide clients with timeous feedback
- Resolve and and escalate client queries when necessary
- Build and maintain relationships with clients and internal and external stakeholders
- Make recommendations to improve client service and fair treatment of clients with area of responsibility. Participate and contribute to a culture which builds rewarding relationships, faciliates feedback and provides exceptional client service.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Attention to details
- Accountability
- Customer orientation
- Planning and organizing skills
