Client Services Consultant

What will you do?

Job purpose

 
The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims. 

Key Outcome 

• Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.


• Processes and service reporting.
  
  
  
  •  All tasks allocated are processed within standard SLA as per the relevant procedures.
  
  
  • Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
  
  
  • Loading Claims (incl switches) per the relevant procedures.
  
  
  • Accurate use of D365, statuses & notes.
  
  
  • Adherence to all internal protocols on administration.
  
  
  • Ensure that all emails are attended to.
  
  
  • Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards.
  
  
  
  


•  Queries and complains
  
  
  
  • Ensure that queries are acknowledged and responded to accurately and within agreed time.
  
  
  • Manage and resolve queries. 
  
  
  
  

Qualifications and experience 

•    Grade 12 
•    Having achieved or studying towards a relevant Degree/ Tertiary qualification is advantageous 
•    3 years administration experience
•    Compass/D365 an advantage 

Competencies 

•    Client focus 
•    Strong knowledge and experience in the Linked Investment Service Providers (LISP) Industry
•    Knowledge on legislation specific to the Pension Funds Act and the Long-Term Insurance Act
•    Cultivates innovation 
•    Collaborates 
•    Being resilient 
•    Drive results 
•    Rule orientation 
•    Ability to delegate 
•    Ability to manage expectations 
•    Responsible & accountable 
•    Resourceful problem solver 
•    Effective Communicator 

Attributes 

•    Positive, enthusiastic attitude 
•    Teamwork 
•    Ability to thrive under pressure 
•    Honesty, integrity and respect 
•    Ability to adapt to change 

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Please submit your application via MyWorkSpace by 26 June 2026. Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful. 

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