Client Service Administrator

Momentum Group - Bellville, Cape Town, Western Cape

Closing date yi 31 ka July 2026

Purpose

Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

Requirements

Grade 12 or equivalent.
2 Years’ relevant experience within a financial services environment.
Employee benefits experience will be an advantage.
Experience in the Employee Benefits, client service, retirement fund administration.

Skills & Competencies

Attention to details.
Customer orientation.
Planning and organising skills.

Responsibilities

Accurately complete member and risk contribution reconciliations.
Responsible for incoming client calls and following up to request outstanding client information.
Investigate and resolve all non-reconciling items.
Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
Ensure all risk processes are updated to member records and reconciled weekly.
Check and approve late payment interest calculations.
Draft professional and relevant correspondence to clients.
Prepare and submit accurate reports on the status of the Retirement Fund administration.
Attend retirement related meetings to keep abreast of operations within the business.
Receive and review claim documentation in order to ensure that they are complete and accurate.
Follow up with clients on outstanding information.
Process and pay claims as per service level agreements with clients.
Prepare and submit monthly reports.
Investigate client queries within service level agreements and provide clients with timeous feedback.
Resolve and escalate client queries when necessary.
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates 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.

Additional Information

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally.
All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.