Client Service Administrator – Bellville Financial Advisor – Potchefstroom Financial Advisor- Brists

Western Cape, Full Time

Role Purpose    

Accurately process retirement fundmember’s data and providefundadministration services withinagreed service levels. 

Requirements    

Grade 12 or equivalent
2 Years’ relevant experience within a financial services environment
Employee benefits experience will be an advantage

Duties & 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 acculture 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: This role is based on a pay for performance remuneration structure.
Competencies    

Attention to detail
Accountability
Customer orientation
Planning and organizing skills

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Skills: