Service Account Manager

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

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As a Service Account Manager (SAM) at Momentum Wealth Specialised Investments, you will serve as a brand ambassador to our top Financial Advisers. Your primary focus is to drive client loyalty and satisfaction by delivering consistent, world‑class service, showing that we care and that with us, investing is personal. You’ll be responsible for building strong relationships with a panel of Financial Advisers and their admin teams to retain and grow business, positioning Momentum Wealth International as their preferred partner.

A key part of your role includes championing digital adoption by partnering with Advisers, their offices, and Channel Partners to drive usage of our digital tools and platforms.

In this fast‑paced servicing environment, you’ll manage incoming enquiries and instructions via various channels, process client instructions not yet done digitally, and resolve complex SI product‑related queries — all while ensuring adherence to process, procedure, quality, and turnaround standards.

• Relationship Management:
  Build and maintain strong relationships with a portfolio of Advisers and their admin teams to support retention and business growth.
• Exceptional Client Engagement:
  Deliver personalised, high‑quality service in every interaction, reinforcing our commitment to legendary service and our purpose.
• Digital Enablement:
  Promote and support the use of digital tools, working closely with Adviser offices and Channel Partners to increase efficiency and digital adoption.
• Inquiry and Instruction Handling:
  Process, manage, evaluate, and respond to enquiries and instructions across multiple channels, ensuring timely and professional service delivery.
• Accurate Processing:
  Handle non‑digital client instructions with precision, following all processes, procedures, turnaround times, and quality benchmarks.
• Complex Query Resolution:
  Resolve complex Wealth product or process queries efficiently, maintaining trust and satisfaction among Advisers and clients.

• Grade 12 certificate (mandatory)
• Bachelor of Commerce degree in Finance, Investments, or a related field (advantageous)

• A minimum of 3 to 5 years of hands‑on, relevant experience within the Momentum Investments service environment.
• Exposure to the four functional areas — Wealth, MWI, MCI, and Annuities — will be advantageous.

• Minimum of 10 years of hands‑on, relevant experience within the broader Investment, Insurance, and Financial Services sectors. Strong track record in delivering high‑quality administrative support and client service, with innovative approaches to client engagement. Experience with in the LISP environment will be advantageous.
• Practical experience in an international investment service environment will be advantageous.

• Solid experience in an investment service role focused on managing a key account portfolio. This includes building and nurturing strong client relationships, delivering personalised service, simplifying processes to support ease of business, and actively maintaining and growing the account.

• Strong working knowledge of digital tools and platforms used in service delivery, with a demonstrated ability to enhance the client experience through technology.
• Comfortable troubleshooting technical issues and applying digital solutions effectively to streamline processes.

• Proven ability to…