Saturday , May 17 2025

Momentum Health Careers – Junior Fund Relationship Consultant

Website Momentum

Job Description:

To assist with providing and efficient and effective service to clients by providing support to the consulting team.

Job Responsibilities:

  • Build and maintain a network of relationships with internal clients ensuring effective service delivery to consultants
  • Assist with first line queries ensuring that they are resolved or escalated timeously
  • Maintain a S14 register and assist with the monitoring of all section 14s applications, ensuring that the process followed is in line with legislation
  • Take ownership for driving career development
  • Maintain a register of all Pension Fund Adjuducator (PFA) complaints, ensure adherence to agreed timelines
  • Maintain a consistent service delivery to consultants’ team that will result in client retention and satisfaction
  • Build and maintain effective relationships with internal and external clients
  • Ensure client retention by ensuring successful service delivery to senior fund relationship consultants
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • Develop and maintain relevant databases and records for the team, for ease of reference and retrieval of data
  • Assist with the preparation of agendas, board packs, minutes and file notes for client meetings ensuring quality and accurate reporting
  • Assist with and follow up on action items from client meetings ensuring the timelines as agreed on are clearly stated
  • Submit documentation to the regulator and follow up regularly to ensure timeous finalization
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge

Job Requirements:

  • Client Commitment
  • Drive for results
  • Collaboration
  • Self – awareness
  • Diversity and Inclusiveness
  • Impact and Influence

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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