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
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Provide an effective service to clients by managing a portfolio of clients facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.
Experience and Qualifications
Relevant Bachelor's Degree or equivalent
1 to 3 year’s Employee Benefit Consulting experience (Advantageous)
Under the guidance of a Principal or Senior Consultant provide an effective service to clients
Assist the Principal or Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
Build a network of relationships with service providers to ensure effective service delivery to clients
Provide a consistent service delivery to ensure client retention and satisfaction
Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
Check the retainer income invoicing of stand-alone funds and any other ad-hoc services excluded from the retainer
Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
Follow up on action items from client meetings ensuring that they are executed within agreed timelines
Facilitate re-broke process of all clients in portfolio and prepare re-broke report
Manage the section 14 process and ensure that they are processed within timeline as per legislation
Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
Under the guidance of the Principal or Senior Consultant, provide accurate, current advice and information regarding solutions to all clients/stakeholders
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Give input in the development of initiatives to improve or enhance the client experience
Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
Ensure implementation, tracking and measurement of all client deliverables in line with service level agreement
Ensure accurate reports and documentation are provided to the clients as per agreement
Look out for new business opportunities and or cross selling opportunities under the guidance of the Principal or Senior Consultant.
Continuously develop own expertise in terms of professional, industry and legislation knowledge
Identify solutions to enhance cost effectiveness and increase operational efficiency
Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
Analytical thinking
Sense of urgency
Planning and Organising
Interpersonal Relationships
Influencing
