Job Description

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.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To effectively execute projects related to data investigations, data analysis, and various client service processes while adhering to company policies, procedures, and relevant legislation. This includes ensuring client excellence, cost efficiency, and the development and management of robust data exception reporting to identify trends and inefficiencies across processes, systems, and people.

The role requires confident and professional engagement with both internal and external stakeholders, with a strong emphasis on enhancing the client experience, conducting precise error analysis and resolution, optimizing processes, mitigating risks, and delivering exceptional service across multiple platforms.

Requirements

Knowledge of Momentum Investment products and systems.
Minimum 2-5 years' experience in the Financial Services industry.
A degree in B. Com Finance/Investments/Economics/Accounting or related field.
Understanding of the investment environment. building relationships, facilitating business growth, and more is a significant advantage.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, and Teams)
Experience with other digital tools is a plus e.g Power BI.
Strong computer skills, quick to learn new systems confidently.
Knowledge of system development and project process life cycle.
Analytical qualification will be an advantage.

Duties & Responsibilities

Enable legendary service delivery of the highest quality within your area of responsibility

With us it is personal and so the successful incumbent will be responsible for, but not limited to, the following:



Provide service excellence to external and internal
Effectively liaise with external and internal clients.
Be responsible to assist with different service processes and execute it according to the rules and regulations as required by the business.
Assist and be part of different projects and responsible to meet required deadlines of these projects that relate to, but are not limited to data, tracing, reporting, legislative, service and communication.
Understand and investigate data to provide appropriate analysis feedback to management.
Identify specific data issues/errors, be able to correct it where applicable and report on it.
Identify and establish root cause of data errors.
Put proposals forward to manage/correct the identified data/process/system/people issues or errors.
Work closely with our management information team to extract the appropriate data information for analysis and reporting.

Self-development | Working towrad your growth and development

Continuously learn about all our different transactions, processes, procedures and products.
Take the opportunity to use our self-learning modules and develop your knowledge.
Attend all required training and assessments run within Momentum.
Stay abreast of legislation and how it impacts our world.

Data Governance & Quality Assurance

Ensure adherence to data governance frameworks and maintain high-quality data standards.
Implement controls to prevent and detect data anomalies before they impact operations.

Process Improvement & Automation

Identify opportunities to streamline and automate manual processes for efficiency gains.
Work with relevant teams to implement automation tools and solutions (e.g., Power BI, RPA).

Stakeholder Engagement & Reporting

Regularly engage with business stakeholders to understand their data needs and provide insights.
Develop and present reports that support decision-making and strategic planning.

Training & Knowledge Sharing

Participate in training colleagues on data analysis best practices.
Update processes and maintain guidelines to ensure knowledge retention within the team.

Regulatory & Compliance Support

Monitor and ensure compliance with regulatory requirements affecting client data management.
Assist in audits and risk assessments related to data integrity and client service processes.

Issue Resolution & Root Cause Analysis

Lead investigations into recurring data errors and inefficiencies to determine underlying causes.
Collaborate with IT and business teams to implement corrective actions and long-term solutions.

Personal attributes and personality traits

Enthusiastic about excellent service, with a "can-do" attitude, inspiring others to excel in their tasks and interactions.
Skilled in working with and assisting others, collaborates effectively in teams, and demonstrates care for others.
Can work well both independently and as part of a team, with or without supervision.
Establishes strong relationships with clients and colleagues, networks effectively, and relates to individuals at all levels.
Highly organised, professional, efficient, and effective, with a sense of urgency and excellent time management.
Strong attention to detail and consistently delivers high-quality work.
Upholds honesty, integrity, and respects the confidentiality of Momentum and its clients'.
Demonstrates resilience and adaptability, overcoming obstacles and delivering results in stressful situations.
Adheres to ethical principles and values, acts with integrity, and embraces diversity.
Communicates information clearly and confidently, both in speech and writing.
Analyzes data, including numerical and verbal information, breaks it down into components, seeks further information, and generates practical solutions to problems.

Competencies

Business acumen

| Understands how the business operates, what the key issues and risks are that drives business success, and how they impact on the commercial viability of potential ventures and the profitability of the

Client commitment

| Anticipates, meets, and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness, and ensures client centricity.

Drive for results

| Use my critical thinking, problem solving, strong analytical skills to drive a sense of urgency, focus, accountability, agility, teamwork, and execution to deliver business results.

Leads change and innovation

| Actively leads change, does what is right for the business and drives continuous improvement through

Collaboration

| Prioritises the business interests of Momentum Metropolitan and invests in the success of the Group by aligning effort across

Impact and influence

| Persuade, convinces, influences, and inspires others, both within Momentum Metropolitan and externally to win support, loyalty, and gain commitment to the purpose of the

Self-awareness and insight

| Manage self and relationships with others effectively and provides perspective in difficult Can work independently, under pressure using my interpersonal and communication skills. *

Diversity and inclusiveness

| Are sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.