Client Service Administrator – Momentum Group

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Client Service Administrator – Momentum Group

Company: Momentum Group
Job Title: Client Service Administrator
Reference Number: MMH260724-3
Position Type: Permanent
Role Family: Client Services
Cluster: Momentum Corporate
Location: Cape Town, Western Cape, South Africa
Remote Opportunity: Some of the time
Closing Date: 31 July 2026

About the Opportunity

Momentum Group is looking for a Client Service Administrator to join its Client Services team in Cape Town. The successful candidate will be responsible for accurately processing retirement fund member data and providing effective fund administration and client service support within agreed service level agreements.

This role is suited to candidates with Grade 12 and at least 2 years of relevant experience in the financial services industry, particularly those with exposure to employee benefits, client services or retirement fund administration.

Requirements

  • Grade 12 or equivalent qualification
  • At least 2 years’ relevant experience in a financial services environment
  • Experience in client service, employee benefits or retirement fund administration
  • Employee benefits experience will be an advantage
  • Strong attention to detail
  • Customer-focused approach
  • Good planning and organising skills
  • Ability to manage client queries and follow up on outstanding information
  • Ability to work accurately within agreed service levels

Key Responsibilities

  • Process member and risk contribution reconciliations accurately
  • Handle incoming client calls and follow up on outstanding information
  • Investigate and resolve non-reconciling items
  • Monitor monthly risk premium payments to insurers
  • Update and reconcile risk processes on member records
  • Check and approve late payment interest calculations
  • Prepare professional correspondence for clients
  • Compile accurate retirement fund administration reports
  • Review claim documentation for completeness and accuracy
  • Follow up with clients regarding outstanding claim information
  • Process and pay claims according to agreed service level agreements
  • Investigate and resolve client queries within required timelines
  • Escalate complex queries where necessary
  • Maintain strong relationships with clients and stakeholders
  • Ensure service delivery meets agreed client expectations
  • Contribute ideas that improve client service and fair treatment
  • Provide regular reports on service delivery and customer targets

Important Information

This is a permanent position based in Cape Town, Western Cape, with some remote-work opportunities.

Please note: The role is based on a Pay for Performance remuneration structure.

Applicants are encouraged to verify the legitimacy of the vacancy through the official Momentum Group careers platform before applying.

Closing Date: 31 July 2026

Reference: MMH260724-3

For more information about Momentum Group and its career opportunities, visit .

Apply Here