Description
Momentum Corporate is seeking a detail-oriented and organised Client Service Administrator: Indexing to join their team in Cape Town, Western Cape. The successful candidate will be responsible for reviewing incoming correspondence and documentation, accurately capturing data, and creating appropriate workflow tasks within service level agreements.
About Momentum Corporate
Momentum Corporate, part of Momentum Metropolitan Holdings, provides innovative financial solutions designed to help individuals and businesses achieve their financial goals.
Programme\Position Offerings
- Position Title: Client Service Administrator: Indexing
- Division / Business Unit: Momentum Corporate – Client Services
- Location: Cape Town, Western Cape, South Africa
- Employment Type: Permanent
- Industry: Financial Services / Insurance
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Key Responsibilities
- Review and analyse incoming correspondence and documentation.
- Accurately capture data and create workflow tasks in line with SLAs.
- Respond to and resolve basic client queries within agreed timeframes.
- Redirect queries to the appropriate department or mailbox when necessary.
- Support front-line teams with inbound calls, emails, and client walk-ins.
- Ensure compliance with Treating Customers Fairly (TCF) principles in all interactions.
- Provide high-quality customer service to internal and external stakeholders.
Attributes Required
- Strong attention to detail and data accuracy.
- Excellent time management and organisational skills.
- Effective communication and interpersonal abilities.
- Ability to work independently and as part of a team.
- Proactive and service-oriented mindset.
Eligibility Criteria
- Matric / Grade 12 qualification or equivalent.
- At least 1 year of administration and data capturing experience in an insurance environment.
- Intermediate Microsoft Excel skills.
- Experience in employee benefits is advantageous.
How to Apply
Please ensure that your application includes an updated CV and any relevant supporting documents.
Application Closing Date: 30 September 2025