Momentum Group Job as Customer Services Agent 2026: Must Be Able to Connect with Various Clients

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About Momentum Group
Momentum Group, through its portfolio of customer-focused brands, is committed to helping individuals and businesses achieve their financial objectives and long-term aspirations. The organisation offers a comprehensive range of financial solutions designed to help clients build wealth, protect their assets, and prepare confidently for the future. By prioritising accessibility and inclusivity, Momentum Group delivers practical and sustainable financial services that meet the diverse needs of people from all backgrounds.

Beyond supporting individual clients, Momentum Group also partners with businesses and organisations to help them provide valuable financial and employee benefit solutions for their workforce and members. This is accomplished through a network of qualified financial advisers, independent brokers, and innovative digital platforms that simplify financial planning, investment, and wealth management. Through its integrated approach, Momentum Group contributes to stronger communities, promotes long-term financial security, and supports sustainable growth for both individuals and organisations.

About the Momentum Group Job as Customer Services Agent 2026
Momentum Group is opening an employment position as a qualified Customer Services Agent who is wililng to work with a range of clients via various channels. The Momentum Group Job as Customer Services Agent requires you to perform the duties below:

Interact with clients and intermediaries professionally to resolve enquiries within established Service Level Agreements (SLAs) and quality standards
Take full responsibility for client complaints and ensure they are addressed promptly and effectively
Provide clients with accurate information and the necessary documentation in accordance with company policies and procedures
Record and update client information accurately on relevant systems using details provided by the client
Complete all administrative duties and reporting requirements accurately within the specified deadlines
Comply with all applicable legislative, regulatory, and organizational requirements throughout the service process
Identify, document, and report process or system issues while recommending improvements to enhance the client experience
Investigate client enquiries within agreed service timeframes and provide timely updates throughout the resolution process
Escalate complex or unresolved client enquiries to the appropriate department or stakeholder for further action
Deliver accurate information and professional guidance to clients and stakeholders to support effective after-sales service
Prepare and submit regular service performance reports against agreed Service Level Agreements (SLAs) and customer service objectives
Provide expert advice and reliable support to clients and stakeholders on matters within the scope of responsibility.

For application purposes, please kindly take note of the Momentum Group Job as Customer Services Agent 2026’s Reference Number: MMH260716-1

General Responsibilties as Customer Service Agent

Respond to customer enquiries, requests, and complaints promptly and professionally through telephone, email, online platforms, or face-to-face interactions.
Resolve customer issues efficiently while meeting established Service Level Agreements (SLAs) and quality standards.
Provide accurate information, guidance, and appropriate solutions based on company policies, products, and services.
Record, update, and maintain customer information accurately within designated systems and databases.
Process customer requests and complete administrative tasks accurately and within required deadlines.
Investigate customer concerns thoroughly and provide timely updates throughout the resolution process.
Escalate complex or unresolved issues to the appropriate departments or stakeholders when necessary.
Maintain compliance with organisational policies, industry regulations, and applicable legislative requirements.
Build and maintain positive relationships with customers, colleagues, and external stakeholders through courteous and professional communication.
Monitor service performance and contribute to achieving customer satisfaction and organisational service targets.

Eligibility Criteria
Applicants wishing to apply for the Momentum Group Customer Services Agent position must satisfy all eligibility requirements established for the recruitment process. These requirements are an important factor in the assessment of your application. To maximize your chances of being considered, carefully review and ensure you meet every criterion listed below. Failure to comply with any of the stated requirements may result in your application being disqualified.

The Momentum Group Job as Customer Services Agent Eligibility Criteria are as listed below:

1. Basic Qualifications

Obtain a Grade 12 qualification or an equivalent secondary school certificate
Gain 2–3 years of experience in a call centre or client service environment, preferably in a similar role
Acquire exposure to the medical aid and/or healthcare industry to demonstrate relevant industry knowledge
Demonstrate proficiency in English, Afrikaans, and at least one Nguni language, with strong spoken, written, and verbal communication skills
Develop and maintain proficiency in Microsoft Office applications.

2. Personal Competencies

Examine information carefully to ensure accuracy and support informed decision-making
Document facts clearly, accurately, and in a timely manner
Establish and maintain positive rapport with customers, colleagues, and stakeholders
Articulate information clearly and professionally in both verbal and written communication
Maintain composure and professionalism when working under pressure or handling challenging situations
Meet established timescales by completing tasks promptly and efficiently
Uphold organizational standards, policies, and ethical practices at all times
Take appropriate action to resolve issues and achieve desired outcomes
Prioritize tasks effectively to manage competing demands and meet deadlines
Collaborate effectively with team members to achieve shared goals and deliver quality service
Adapt to changing priorities, processes, and work environments with flexibility
Display initiative by identifying opportunities for improvement and acting proactively.

Application Instructions
Apply online: Momentum Group Job as Customer Services Agent 2026.

Please follow the application instructions below:

Use Google Chrome to access the application website for the best performance
Complete the application form carefully, ensuring that all information provided is accurate and relevant
Review your application thoroughly before submitting it, as the selection committee will evaluate every detail. Providing incorrect or misleading information may lead to disqualification
By submitting your application, you agree to the collection and use of your personal data for registration purposes
Complete the verification process to validate the accuracy of your submitted information. Any false or misleading information will result in disqualification
Applications must be submitted only through the official application portal. Submissions sent by hand, fax, or any other method will not be considered.

Closing Date
Applications for the Momentum Group Job as Customer Services Agent must be submitted before the closing date on 15 August 2026.

Registering as early as possible helps secure your application in a timely manner. While early registration does not guarantee acceptance, it ensures your application is properly recorded and considered throughout the recruitment process.

Only complete applications will be reviewed by the selection committee. Applications that are incomplete or submitted after the specified deadline will not be considered, regardless of their quality or content. No exceptions will be made for late submissions.

Momentum Group reserves the right to offer or decline employment at its sole discretion. All decisions made by the selection committee are final and binding on all applicants.