Client Service Administrator

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Client Service Administrator – Momentum Corporate

Location: Cape Town, Western Cape, South Africa
Position Type: Permanent | Remote Opportunity: Some of the time
Closing Date: 30 May 2025
Reference Number: MMH250522-8

Company Overview:
Momentum Corporate, part of Momentum Metropolitan Holdings, delivers financial wellness solutions through client-centric services and platforms. The company offers savings, investment, insurance, and employee benefits products to individuals and businesses.

Role Purpose:
To accurately process and maintain retirement fund member data and provide high-quality fund administration services in accordance with agreed service level agreements (SLAs).

Minimum Requirements:

  • Grade 12 or equivalent

  • Minimum 2 years’ experience in a financial services environment

  • Employee benefits administration experience (advantageous)

Key Responsibilities:

  • Process member data, contributions, and risk reconciliations accurately

  • Handle incoming client calls and follow up on outstanding documentation

  • Investigate non-reconciling items and ensure timely resolution

  • Process and pay claims within SLAs

  • Draft professional correspondence and compile detailed reports

  • Attend retirement fund meetings and stay informed on operations

  • Monitor risk premiums and ensure alignment with insurer timelines

  • Update member records and ensure accurate risk process tracking

  • Prepare interest calculations for late payments and approve them

  • Maintain client relationships and escalate issues where necessary

  • Contribute to ongoing client service improvements and team culture

  • Ensure delivery of services according to SLAs and customer service targets

Core Competencies:

  • High attention to detail

  • Strong accountability and ownership of tasks

  • Excellent customer service orientation

  • Strong planning and organisational abilities

Additional Notes:

  • This role operates on a Pay for Performance remuneration model.

  • Candidates are encouraged to verify the listing through the company’s official career page.

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