Summary
Overview
Work History
Education
Skills
Personal Information
Driving License - Category
Timeline
Generic
Matsela Kgomo

Matsela Kgomo

Investment Administrator
22 Ridge Close, Monavoni, Centurion

Summary

I look forward to continuously learning from other people. I uphold strong work ethics that represent my personal values and that of the company I work for. I can communicate efficiently both verbally and using written communication as I worked in a call center environment where it is very crucial to listen to the client in both incoming and outgoing calls in order to help with their various queries and speak to them in a way that I can direct them to the purpose of the call or email. I commit to set personal and team targets of the highest client satisfactory service and the required quantity. I am multilingual and I have the ability to relate to people from a variety of backgrounds and age groups, show empathy, assertiveness and resilience. I can cope with pressure as I worked in a high pressure environment where we experienced high volumes of incoming queries daily and consistently high targets to merge the influx of work. I've been praised by my seniors for the attention to detail and clarity in my comments and reports. I understand how critical data and reports are in decision making, which is why I approach writing even the simplest of reports or updates with utmost diligence. I am proud of my ability to effectively interface with colleagues - be it peers or higher ups - as well as clients. In fact, most of my colleagues would consult with me often when they're in doubt.

Overview

9
9
years of professional experience
4029
4029
years of post-secondary education

Work History

Client Engagement Specialist

Momentum-Metropolitan Holdings
04.2025 - Current
  • Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions on long-term investment products.
  • Doing end to end section 14 and section 37 transfers of retirement funds from one company to another.
  • Drafting, reviewing and signing off legal documents relating to transfers between retirement funds.
  • Ensuring compliance with FAIS and Pension fund regulations is always adhered to.
  • Dis-investing outgoing funds from the market.
  • Allocating ad-hoc lump sums received into the appropriate investment portfolios.
  • Applying for tax directives and capturing recognition of transfers between approved funds as per SARS requirements.
  • Developed strong relationships with key clients, resulting in increased account retention and growth.
  • Managing the client enquiries mail-box daily.
  • Processing fund switches, policy alterations and maintenance of client records.
  • Processing all withdrawals of investment and retirement products as well as estate late claims.


LISP Administrator

Glacier Partners ABSA
04.2024 - 03.2025
  • Processing manual payments of amounts.
  • Liaising with executive management regarding manual payments of losses and damage controls, investigating the risk events that led to the need for a manual payment and logging Suspicious Transaction Reports (STR) relating to the event.
  • Assisting finance personnel with refunds of un-allocated deposits.
  • Efficiently process repurchases and transfers for compulsory and discretionary products, ensuring strict adherence to financial services legislation.
  • Proactively resolve client queries and maintain up-to-date knowledge of relevant legislation.
  • Actively involved in system testing for the implementation of the two-pots retirement annuities system.
  • Diligently review client investment instructions for compliance with business processing standards.
  • Perform thorough validation of banking details and signature verification in line with regulatory requirements, including FICA, Pension Funds Act, and Long Term Insurance Act.
  • Identify and escalate any discrepancies or incomplete documentation to ensure accurate and timely processing of investment instructions.
  • Accurately capture and authorize investment instructions within mandated SLAs and specified turnaround times.
  • Ensure prompt processing of instructions to meet management company deadlines.
  • Manage inbound and outbound client communications, providing exceptional service and adhering to SLAs.

Investment Service Specialist

Momentum-Metropolitan Holdings
02.2017 - 09.2023
  • Provided exceptional customer service, ensuring positive and seamless interactions with clients.
  • Crafted personalized communication through phone and email to address diverse client needs.
  • Expertly processed exits including withdrawals, retirements, and death claims.
  • Handled Section 14 transfers, executing transfers to/from retirement funds with precise reconciliations.
  • Executed policy alterations based on client or broker requests.
  • Accurately allocated lump sum payments to policies and recorded tax certificates for specific tax years.
  • Conducted fund switches between various investment portfolios efficiently.
  • Verified documents for FICA compliance and risk management, escalating issues as necessary.
  • Investigated and reported on fraud cases to prevent recurrence, maintaining high integrity standards.
  • Resolved client inquiries and issues through diligent research and collaboration with stakeholders.
  • Conducted thorough FICA document assessments and effectively mitigated and escalated risks.
  • Managed fund transfers, policy alterations, and claims processing with meticulous attention to detail.
  • Crafted personalized communication via phone and email, addressing diverse client needs.
  • Delivered exceptional customer service, ensuring positive, seamless interactions with clients.

Call Center Agent

VER-TEX SOLUTIONS
05.2016 - 01.2017
  • Expertly manage resistant clients with unwavering politeness, tact, and integrity, ensuring positive engagement.
  • Efficiently process calls with promptness and accuracy, maintaining up-to-date client records.
  • Exercise sound judgment in negotiating payments to achieve satisfactory outcomes.

Education

Advanced Diploma - Internal Auditing

UNIVERSITY OF SOUTH AFRICA
11-2025

Bachelor of Commerce - Financial Sciences

UNIVERSITY OF PRETORIA
05-2018

Matric - Grade 12

SJ VAN DER MERWE TECHNICAL HIGH SCHOOL
11-2010

Skills

    Call center experience

    Microsoft Excel

    Time management

    Adaptability and flexibility

    Verbal and written communication

    Team collaboration

    Active listening

    Computer proficiency

    Multitasking and organization

    Complaint resolution

    Data entry

    Complaint handling

    Problem-solving

    Customer service

Personal Information

  • Date of Birth: 08/19/92
  • Nationality: South African


Driving License - Category

Code 8

Timeline

Client Engagement Specialist

Momentum-Metropolitan Holdings
04.2025 - Current

LISP Administrator

Glacier Partners ABSA
04.2024 - 03.2025

Investment Service Specialist

Momentum-Metropolitan Holdings
02.2017 - 09.2023

Call Center Agent

VER-TEX SOLUTIONS
05.2016 - 01.2017

Advanced Diploma - Internal Auditing

UNIVERSITY OF SOUTH AFRICA

Bachelor of Commerce - Financial Sciences

UNIVERSITY OF PRETORIA

Matric - Grade 12

SJ VAN DER MERWE TECHNICAL HIGH SCHOOL
Matsela KgomoInvestment Administrator