Job Description

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 Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentum.co.za

Disclaimer

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

Role Purpose

Manage commission specific queries accurately for intermediaries and sales employees within Momentum.

Requirements

Qualifications

Grade 12 (Matric).
0 - 1 year's relevant work experience
Relevant Qualification

Duties & Responsibilities

Key Responsibilities

Manage commission specific queries and SLAs of the team by assigning, directing and escalating all queries.
Report on the operational activities within the area of responsibility to inform operational efficiencies.
Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
Transfer of intermediary client books according to regulations.
Establish your own work procedures or schedules to manage and keep track of daily activities and tasks.
Assist in the preparation of regularly scheduled reports, as required.
Challenge processes that do not serve the business - ease of business
Good understanding of Compliance process adherence and impact of non-adherence
Ensure all information received is correctly captured, recorded and kept up to date on daily stats spreadsheet hosted on MS Teams.
Identify and report process and system failures and enhancements to improve client experience.
Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.

Client Advisor: Stakeholder Engagement

Ensure all internal and external engagements are conducted in a professional manner.
Delivery on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Provide authoritative expertise to stakeholders.
Maintain meaningful business relationships with all stakeholders.
Participating in and contributing to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Competencies

Competencies

Attention to detail
Working with people
Relating & networking
Deciding and initiating action
Adhering to principles and values
Writing & Reporting
Analyzing
Planning & organizing
Delivering results
* Meeting customer expectations