Momentum Group is recruiting for a permanent Client Service Administrator position based in Cape Town, Western Cape. The role falls within the Client Services role family under the Momentum Corporate cluster and offers a partial remote working opportunity.
Job Details
Employer: Momentum Group
Job Title: Client Service Administrator
Reference Number: MMH260910-2
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: 17 September 2026
Remuneration: Pay for Performance remuneration structure
About Momentum Group
Through its client-facing brands, including Metropolitan and Momentum, as well as Multiply and specialist brands such as Guardrisk and Eris Property Group, Momentum Group provides financial solutions that help individuals, businesses and organisations achieve their financial goals.
The group provides solutions relating to savings, protection, investments, employee benefits and other financial needs through its adviser and broker networks and digital platforms.
Role Purpose
The Client Service Administrator will be responsible for accurately processing retirement fund member data and providing fund administration services within agreed service level agreements.
The successful candidate will assist with retirement fund administration, client queries, reconciliations, claims processing, reporting and related client service activities.
Minimum Requirements
Applicants should have:
- Grade 12 or equivalent qualification.
- At least 2 years’ relevant experience within a financial services environment.
- Experience in employee benefits will be an advantage.
- Experience in Employee Benefits, client service and retirement fund administration.
- Human Capital Learnership – Metropolitan Life
- Graduate Programme – Independent Financial Adviser (IFA)
- Client Service Administrator – Momentum Group
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Duties and Responsibilities
The successful candidate will be co-responsible for the following:
- Accurately complete member and risk contribution reconciliations.
- Handle incoming client calls and follow up with clients to obtain outstanding information.
- Investigate and resolve all non-reconciling items.
- Monitor monthly risk premium payments to the respective insurers in line with agreed timelines.
- Ensure all risk processes are updated on member records and reconciled weekly.
- Check and approve late payment interest calculations.
- Draft professional and relevant correspondence to clients.
- Prepare and submit accurate reports on the status of Retirement Fund administration.
- Attend retirement-related meetings to remain up to date with operations within the business.
- Receive and review claim documentation to ensure that it is complete and accurate.
- Follow up with clients regarding outstanding information.
- Process and pay claims according to service level agreements with clients.
- Prepare and submit monthly reports.
- Investigate client queries within agreed service level agreements and provide clients with timely feedback.
- Resolve and escalate client queries when necessary.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver services according to agreed service level agreements to ensure client expectations are properly managed.
- Make recommendations to improve client service and ensure fair treatment of clients within the area of responsibility.
- Participate in and contribute to a culture that builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Key Competencies
The role requires:
- Attention to detail
- Accountability
- Customer orientation
- Planning and organising skills
Important Notice
Applicants should verify the legitimacy of this vacancy on the official Momentum Group careers platform before submitting an application.
Please note that this position is based on a Pay for Performance remuneration structure.
How to Apply
Interested and suitably qualified candidates should apply through the official Momentum Group careers platform before the closing date of 17 September 2026.
When applying, quote reference number MMH260910-2 and ensure that your CV and supporting information accurately reflect your qualifications and relevant experience.