Job description
Onboarding and Maintenance of Members, Clients and Brokers:
- Create member, client or broker profiles
- Create policy within membership profile
Manage Offboarding of Clients:
- Manage suspension of member
- Manage resignation or termination on member
Manage Communication and Relationships:
- Liaise with Client Relationship Managers regarding progress and updates
- Ensure process is complete by Billing Cycle cut off times
- Respond to queries regarding the membership process with both internal and external stakeholder
- Identify issues, perform root cause analysis and contribute towards process and system enhancements
SPECIAL REQUIREMENTS
- Telephonic etiquette and Professionalism
PERSON DETAILS: WORK EXPERIENCE
REQUIRED
- 1-2 Years in Membership administration.
REQUIRED
- Matric
- Good Computer knowledge/literacy especially in MS Word, MS Excel and MS Outlook
- Certificate in Business management/Office management or Office administration
PREFERRED
- FAIS Complaint: RE5 would be advantageous
TECHNICAL SKILLS OR KNOWLEDGE
REQUIRED
- Proficient in Excel
Personal Attributes
- Accountability
- Action orientated
- Communication
- Business writing skills
- Manage complexity
- Decision thinking
- Resilient and adaptive
- Resourceful
- Demonstrates self-awareness
- Significance and values orientated
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