Client Support Specialist [South Africa]

 

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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

Role Purpose

To provide an effective and professional administrative service to the client-facing teams in order for them to meet their retention and new business targets. Responsible for the servicing of Investment clients by working and building strong relationships with other Momentum Investments stakeholders.

Requirements

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  5-10 years Investments experience
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  Experience in client servicing/reporting
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  Good industry and Investments knowledge

Good understanding of Institutional clients KYC requirements

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Duties & Responsibilities

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  Manage and service the Investment Services mailbox
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  Prepare monthly and quarterly client reports for all investment clients.
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  Prepare client fund factsheets and customised reports on investment products.
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  Resolve and escalate client queries when necessary.
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  Ensure clients receive a high-quality onboarding and offboarding experience.
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  Perform basic and enhanced Know Your Customer (KYC) due diligence for new and existing clients.
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  Conducting screenings against sanctions lists and risk rating of clients.
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  Build and maintain relationships with clients and internal and external stakeholders.
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  Deliver on service level agreements made with all clients and stakeholders to ensure client expectations are managed.
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  Ensure all risks are mitigated and escalated as and when necessary.
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  Keep abreast of Momentum Investments products and process changes in order to effectively and accurately respond to client queries.
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  Ensure accurate completion of projects within agreed timelines.
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  Positively influence and manage change and offer specialist support where required.
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  Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
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  Take ownership for driving career development and stay up-to-date with new products and features.
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  Live the business values and GRITx behaviours.
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  Other duties consistent with the role where required and/or requested by the manager to achieve business objectives.
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  Respond to client queries and ensure that they are resolved timeously and effectively.
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  Advise back-office teams on changes in client investment mandates and ensure changes are effected accordingly.

Competencies

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  Attention to detail
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  Accountability
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  Customer orientation
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  Planning and organising skills
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  A high degree of self-motivation and can work independently of supervision
  
• Delivering results & Meeting Customer Expectations
• 
  Working with people and relationship building
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  Proactive

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