Assistant Client Relationship Manager

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking an experienced administrator with emphasis on financial services. You will act as a subject matter expert in administration, product and process, and handle complex client instructions, queries, and escalations.

The role focuses on accurate data handling in the CRM and delivering timely client service. Responsibilities include onboarding and disbursement administration, collaboration with Compliance, Risk and Operations for remediation activities, and strict

Qualifications

• Matric is required and passes in relevant admin/finance subjects are preferred.
• National Diplomas and Advanced Certificates are advantageous.
• Minimum 3 years administrative experience in financial services is compulsory.
• Experience within the investment industry is compulsory.
• Attention to detail and accuracy are essential.
• Good communication, teamwork, and initiative.

Responsibilities

• Functions as SME in a specific field of administration/product/process.
• Acts as escalation point for complex matters beyond Administrators.
• Resolves technical and complex admin problems, especially in queries/issues.
• Applies specialist knowledge to focused role handling complex information.
• Operates with an emphasis on service delivery and accuracy.
• Delivers client servicing excellence and timely responses to instructions and queries.
• Handles client onboarding and disbursement administration.
• Checks data inputs on CRM to ensure data correctness.
• Ensures service delivery stays within business practices.
• Manages end-to-end admin service for statements, transfers, and terminations.
• Collaborates with Compliance, Risk, and Operations for remediation activities (AML/FATCA/CRS).
• Adheres to regulatory requirements (FICA, FAIS).
• Uses product knowledge to finalise client instructions and queries.
• Supports other areas as required.

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

Education

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

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

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!