Client Service Administrator: Walk-in at Momentum Metropolitan Holdings Limited

Role Purpose    

• Assist walk in clients with FundsAtWork Retirement claim process administration and the capturing of beneficiary nominations.

Requirements    
Experience and Qualifications

• Matric qualification or equivalent
• At least 1 year administration and data capturing experience
• Intermediate MS Excel skills
• Employee Benefits experience will be an advantage.

Duties & Responsibilities    
The incumbent will be co-responsible for the following:

• Assist walk-in clients with queries and completion of relevant documents.
• Respond to and resolve basic enquiries within agreed service level agreement.
• Update the walk-in client register daily.
• Develop a thorough understanding of the various departments within Momentum Corporate to effectively direct enquiries to the appropriate teams when necessary.
• Maintain a high standard of professionalism and deliver exceptional customer service when engaging with stakeholders.
• Provide a service in respect of handling queries and stakeholder interactions in a manner that upholds the principles and desired outcomes of Treating Customers Fairly (TCF).
• Capture beneficiary details on member profiles and liaise with relevant stakeholders to ensure the correct information is provided.
• Provide administrative support to the team by accurately indexing documents.

Competencies required

• Attention to detail.
• Time management skills.
• Communication skills.
• Planning skills.
• Interpersonal skills.

Deadline:26th November,2025

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