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 businesses 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

Disclaimer

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

Role Purpose

Resolving product-related queries and accurately processing information in response to requests about the Momentum product offering received from clients.

Requirements

Grade 12 (Matric)

Completed or studying towards a degree or diploma relative to the financial services industry (preferred)

2 - 3 Years Call Centre experience of customer service principles and practices

Proficiency in Afrikaans will be advantageous

Duties & Responsibilities

Engage with clients and intermediaries in a professional and client-centric manner in order to evaluate and resolve their query.

Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.

Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.

Identify and report process and system failures, and suggest enhancements to improve the client experience.

Provide authoritative expertise to clients and stakeholders to create a positive and lasting client experience.

Live the MMI values, namely: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.

Competencies

Writing & Reporting

Presenting & Communicating Information

Analysing

Adhering to principles and values

Adapting and responding to change

Deciding & initiating action

Persuading & influencing

Following instructions & procedures

Delivering results & meeting customer expectations