Assistant Client Relationship Manager

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an experienced administrator with specialist knowledge in administration, product and process disciplines. The role focuses on resolving technical problems, handling client instructions, queries or complaints, and ensuring end-to-end completion of instructions.

The incumbent will be a proactive, detail-oriented team player, with responsibilities spanning client onboarding, data integrity in the CRM, and collaboration with Compliance, Risk and

Qualifications

• Matric and relevant certificates; minimum 3 years of administrative experience in financial services

Responsibilities

• Serve as a subject matter expert in administration, product or process
• Act as escalation point for complex matters
• Resolve technical and complex administrative queries
• Ensure accurate data handling and data integrity in CRM
• Deliver efficient administrative service to clients (statements, queries, transfers, terminations)
• Coordinate with Compliance, Risk and Operations on remediation activities (AML/FATCA/CRS)
• Adhere to regulatory requirements (FICA, FAIS)
• Assist in other areas as needed

Skills

Attention to detail

Data accuracy

Communication skills

Team player

Proactive

Problem solving

Education

Grade 12 / National Certificate or equivalent

Tools

MS Excel

MS Word

MS Outlook

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.

Responsibilities

• This role functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• Resolves technical and complex problems, especially in support of administrative queries / issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature.
• Client Service Excellence Deals with all client instructions, queries, or complaints timeously and accurately.
• Responsible for all administration functions around client onboarding and client disbursements.
• Responsible for checking data inputs on CRM system to ensure correctness of data.
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
• Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
• Strict adherence to regulatory requirements (FICA, FAIS)
• Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.
• Assist in other areas of the business as and when necessary.

Qualifications and Experience required

Matric National Diplomas and Advanced Certificates Minimum 3 years administrative experience in financial services compulsory Experience within the investment industry compulsory Intermediate MS Excel, MS Word, and MS Outlook Attention to detail Accuracy Good communication skills Team player Proactive and show initiative Excellent administrative, servicing, coordinating, support, relationship management and innovation skills Excellent problem-solving skills Good understanding of Administration systems Sound Operational business knowledge Highly proficient in both written and spoken Afrikaans na Skills Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review Competencies Directs Work Drives Results Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

21 August 2026 , 23:59

Appointment

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.