Service Specialist Job in Centurion | Apply Now!

Service Specialist (Temporary) | Momentum Investments

📍 Location: Centurion, Gauteng, South Africa, 0046 (Hybrid: some remote work possible)
🔖 Reference Number: MMH250722-1
⏳ Position Type: Temporary | Full-time Client Services Role

Website: http://www.momentum.co.za

🏢 About Momentum Group

Momentum Group helps individuals and businesses grow savings, protect what matters, and invest in their future. We deliver practical financial solutions through a wide network of advisers, brokers, and platforms. Momentum Investments provides trusted client-facing services, empowering people from all walks of life to reach their financial goals.

🎯 Role Purpose

As a Service Specialist, you will represent Momentum’s brand by delivering exceptional client service across multiple channels. Your main focus will be increasing client loyalty by providing efficient, accurate, and world-class service in a fast-paced environment. Handling inquiries, processing client instructions, and resolving complex queries with care and professionalism will be your core responsibility.

📋 Key Duties & Responsibilities

• Deliver consistent, positive, and professional service via phone, email, and manual processing.

• Maintain client confidentiality and adhere to all compliance and regulatory guidelines (POPIA, FAIS, FICAA, etc.).

• Accurately capture and process client instructions within agreed turnaround times and quality standards.

• Proactively request missing information to ensure compliance and seamless service delivery.

• Keep clients and internal stakeholders informed throughout the service process.

• Collaborate with team members on projects, transactional indexing, and cleanup tasks.

• Uphold Client Centric and Treating Customers Fairly principles.

• Take ownership of reputational and financial risk associated with client interactions.

• Contribute to team targets and promote a culture of continuous improvement.

• Maintain and develop professional and industry knowledge to enhance service excellence.

✅ Requirements & Qualifications

• 2 to 3 years relevant experience in Investment, Insurance, or Financial Services.

• Strong client service and administrative skills in a fast-paced environment.

• Tech savvy with problem-solving ability.

• Understanding of relevant legislation (POPIA, GDPR, TCF, FAIS, AML, FATCA, etc.) is an advantage.

• Grade 12 or equivalent with Maths and/or Accounting.

• B.Com Finance/Investments or related qualification is a plus.

• Knowledge of Momentum Investments products, processes, and systems beneficial.

• Proficient in Microsoft Office (Excel, Word, Outlook, Teams) and comfortable with dual-screen navigation.

🌟 Competencies

• Passionate about service excellence with a “can-do” attitude.

• Strong interpersonal skills, able to work independently and in teams.

• Highly organized with excellent time management and attention to detail.

• Integrity and confidentiality in handling client information.

• Resilience and adaptability under pressure.

• Clear communication skills, both written and verbal.

• Analytical thinking with ability to solve problems effectively.

🤝 Equal Opportunity Statement

Momentum Group is committed to Employment Equity, diversity, and inclusion in all recruitment processes. We encourage applications from people with disabilities and individuals from all backgrounds. All appointments align with our Employment Equity goals.

📝 CV Tips for Applicants

• Highlight relevant client service experience within financial services or investments.

• Demonstrate your knowledge of compliance, legislation, and financial products.

• Showcase your ability to work in fast-paced, regulated environments with strong attention to detail.

• Emphasize problem-solving, communication, and teamwork skills.

• Include any relevant qualifications (Matric, B.Com Finance, etc.) and technical skills.

• Tailor your CV to reflect the competencies and role requirements listed.

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