Client Service Administrator Vacancy at Momentum 2026

Client Service Administrator Vacancy at Momentum Corporate – Cape Town 2026

Momentum Corporate is recruiting a Client Service Administrator for a permanent position based in Cape Town, Western Cape. This role focuses on the accurate processing of retirement fund member data and the delivery of high-quality fund administration services within agreed service levels.

The position sits within the Client Services role family and forms part of the Momentum Corporate cluster. Some remote work opportunity is available.

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Job Title: Client Service Administrator Reference Number: MMH260812-3 Position Type: Permanent Location: Cape Town, Western Cape, South Africa Cluster: Momentum Corporate Role Family: Client Services Remote Opportunity: Some of the time Closing Date: 19 August 2026

About Momentum Group

Through its client-facing brands Metropolitan and Momentum, together with Multiply (wellness and rewards programme) and specialist brands including Guardrisk and Eris Property Group, Momentum Group enables businesses and people from all walks of life to achieve their financial goals and life aspirations.

The group helps people grow their savings, protect what matters to them, and invest for the future. It also assists companies and organisations to care for and reward their employees and members. Through its own network of advisers or independent brokers, and by utilising new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses.

Role Purpose

To accurately process retirement fund members’ data and provide fund administration services within agreed service levels.

Minimum Requirements

• Grade 12 or equivalent
• 2 years’ relevant experience within a financial services environment
• Employee Benefits experience will be an advantage
• Experience in Employee Benefits, client service, and retirement fund administration

Duties & 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 to request outstanding client information
• Investigate and resolve all non-reconciling items
• Monitor the monthly risk premium payments to respective insurers in line with agreed timelines
• Ensure all risk processes are updated to 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 keep abreast of operations within the business
• Receive and review claim documentation to ensure completeness and accuracy
• Follow up with clients on outstanding information
• Process and pay claims as per service level agreements with clients
• Prepare and submit monthly reports
• Investigate client queries within service level agreements and provide timeous feedback
• Resolve and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with all clients and stakeholders
• Make recommendations to improve client service and fair treatment of clients
• Participate in and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
• Provide regular reports on delivery of services against agreed service level agreements and overall customer targets

Please note that this role is based on the Pay for Performance remuneration structure.

Competencies

• Attention to detail
• Accountability
• Customer orientation
• Planning and organising skills

Employment Equity

Momentum Group is committed to Employment Equity, diversity, and inclusion when recruiting internally and externally. All appointments are made in alignment with Employment Equity goals. People with disabilities are encouraged to apply.

How to Apply

Interested candidates who meet the requirements should apply online via the official Momentum careers portal:

Apply here: https://momentum.erecruit.co/candidateapp/Jobs/View/MMH260812-3

Application Tips:

• Ensure your CV clearly shows your Matric certificate and at least 2 years of relevant financial services or Employee Benefits experience
• Highlight any retirement fund administration or client service experience
• Confirm your ability to work with accuracy and attention to detail
• Make sure your contact details are up to date

Application Link: https://momentum.erecruit.co/candidateapp/Jobs/View/MMH260812-3

Closing Date: 19 August 2026

As an applicant, please verify the legitimacy of this job advert on the official company career page. Only shortlisted candidates will be contacted.

Why Apply for the Client Service Administrator Role at Momentum Corporate?

This permanent position offers the opportunity to work in a professional financial services environment focused on retirement fund administration and client service excellence. You will gain experience in contribution reconciliations, claims processing, risk premium monitoring, and client relationship management while contributing to accurate and timely fund administration.

Based in Cape Town with some remote work flexibility, this role is ideal for organised, detail-oriented individuals who enjoy client-facing administration work in the Employee Benefits space.

Popular Search Terms: Momentum Client Service Administrator Cape Town 2026, Retirement fund administration jobs, Employee Benefits administrator vacancies, Momentum Corporate careers, Client services jobs Western Cape, MMH260812-3, Financial services administrator Cape Town, Permanent client service roles Momentum.

Apply before 19 August 2026 and take the next step in your financial services career with Momentum Corporate.

Momentum Group is an equal opportunity employer committed to diversity, equity, and inclusion.