🌟 MCI Service Specialist at Momentum Group – Apply Now! 🌟

🌟 Introduction

Momentum Group, through its well-respected brands such as Momentum and Metropolitan, is on a mission to help individuals and businesses achieve their financial dreams. We don’t just talk about financial wellness – we live it, offering innovative solutions and world-class service through both human touch and digital excellence.

As part of our Client Services family, you’ll play a key role in delivering legendary support, building long-term relationships, and being a trusted partner in our clients’ investment journeys.

🎯 Role Purpose

As an MCI Service Specialist, you will be the frontline ambassador of our brand, providing consistent, professional, and high-quality service to clients. Your job is to make investing personal by responding to and resolving client queries through multiple channels – telephone, email, digital platforms, and more.

You’ll need to process instructions accurately and promptly, support digital adoption, and help ensure seamless operations within our vibrant service environment.

✅ Key Responsibilities

✔ Delivering a personalised and positive client experience across channels
✔ Handling and resolving product-related queries professionally
✔ Accurately processing client instructions and documentation
✔ Training and supporting advisers and channel partners in digital tools
✔ Promoting client confidentiality and data protection at all times
✔ Troubleshooting service issues and co-creating digital solutions
✔ Ensuring compliance with regulatory and product guidelines
✔ Collaborating with internal teams to build a client-centric centre of excellence
✔ Meeting individual and team targets for production and quality
✔ Constantly learning and growing your financial services knowledge

🎓 Qualifications & Experience

✔ Grade 12 (with Mathematics and/or Accounting)
✔ A tertiary qualification in Finance, Commerce, or Investments – Advantageous
✔ 2–3 years in the financial services, investment, or insurance industry
✔ Experience in client service roles within a high-pressure environment
✔ Knowledge of legislation such as POPIA, FAIS, FICAA, etc.
✔ Advantageous: Momentum Investments system and product knowledge
✔ Tech-savvy with excellent computer and Microsoft Office skills
✔ Strong digital proficiency, including navigating dual screens and new platforms

💼 Key Competencies

💡 Passion for people and service
🧠 Analytical thinking and problem-solving
🤝 Teamwork and relationship-building
🕒 Time management and attention to detail
🎯 Target-driven with strong accountability
💬 Excellent communication and interpersonal skills
💻 Digital and tech fluency

🌐 Find similar jobs at:

👉 https://careerjunctionza.co.za/jobs/

📄 CV TIPS for MCI Service Specialist Roles

🔹 Highlight Your Client Service Achievements – Showcase metrics like resolution time, satisfaction scores, or successful client onboarding.
🔹 Demonstrate Tech Proficiency – Mention your comfort with CRM systems, dual-screen work environments, and troubleshooting digital tools.
🔹 Compliance Knowledge – Include your understanding of financial legislation and risk controls.
🔹 Soft Skills Matter – Emphasise communication, empathy, teamwork, and adaptability.
🔹 Tailor for the Role – Use keywords from the job post, such as “client loyalty,” “digital adoption,” and “investment services.”

🌍 Company Website:
https://www.momentum.co.za