Senior Fund Relationship Consultant needed at Momentum Metropolitan Holdings Limited

Requirements

Experience and Qualifications

• B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher.
• 5 to 8 Years’ relevant experience at senior level in Financial Services Industry with a focus on employee benefit client relationship management and benefit consulting combined with related experience in administration and accounting procedures.
• Strong understanding of Employee Benefits administration processes and related products.
• Certified Financial Planner qualification will be an added advantage.
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook).

Duties & Responsibilities

• Service a portfolio of Stand-alone Retirement Funds.
• Build and maintain strong professional relationships with clients to remain abreast of their needs.
• Maintain overall knowledge of the fund’s activities and manage deliverables.
• Attend Board and Sub-Committee meetings on behalf of the Administrator.
• Monitor and allocate the actions items arising from the minutes.
• Participate in relevant customer or stakeholder forums.
• Monitor regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Timeous and correct preparation of Agenda Packs/reports for client meeting according to identified needs.
• Contribute to the improvement of current administration services that can potentially lead to improved client experience.
• Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
• Develop processes to effectively foster, manage and maintain key stakeholder relationships and monitor effectiveness.
• Identify and resolve queries and problems timeously, apply discretion and escalate unresolved problems.
• Prioritise and allocate work and manage related processes to achieve predefined objectives within quality standards.
• Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.
• Build and maintain relationships with clients and internal and external stakeholders that promote cross delivery process solutions.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with internal and external stakeholders, monitor feedback and recommend adjustments.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
• Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
• Liaise with clients and provide information and liaison services to facilitate information dissemination, flow and customer satisfaction.
• Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
• Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.