Service Specialist

at  Momentum Investments

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.momentummetropolitan.co.za

REQUIREMENTS

• Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
• Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
• Knowledge and experience of digital capabilities will be an advantage.
• Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
• Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
• Grade 12 or equivalent with Maths and/or Accounting.
• B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Momentum Investments product, process, procedure, and system knowledge will be an advantage.
• Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
• Dual-screen navigation and typing skills at an advanced level.
• Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
• Extensive financial services industry knowledge.
• Sound knowledge of client service policies, procedures and processes.
• Knowledge of business-related rules and regulations.
• Knowledge of relevant regulatory and compliance requirements.
• Knowledge of the operational running of call and service centers.
• Relevant product knowledge.
• Knowledge of complaints handling processes and procedures.

ROLE PURPOSE

As a Service Specialist within our RISO Service Centre, you will be one of Momentum’s brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurised servicing environment. In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing. You may be given a primary role in one of these channels, but all Service Specialists are appointed to perform work in all the servicing channels.

DUTIES & RESPONSIBILITIES

• Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
• Maintain a consistent differentiated client experience within a pressurised, fast-paced and deadline driven environment.
• Compose thoughtful, personalised telephonic and/or email responses for a variety of client needs.
• Maintain client confidentiality, at all times.
• Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
• Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
• Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
• Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
• Support the RISO team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
• Adhere to product, legislative and compliance processes, and procedures at all times.
• Adhere to Client Centric and Treating Customers Fairly Principles.
• Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
• Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
• Make active daily contributions to help achieve team goals, targets, and successes, taking co-responsibility for the team’s deliverables as a collective team.
• Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
• Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
• Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
• Live the Momentum Metropolitan values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.