Client Relations Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) aims to recruit a client engagement professional with strong administration and processing capabilities. The role focuses on delivering end-to-end client instructions, queries, or complaints while aligning with offshore sales objectives and regulatory requirements.

The successful candidate will leverage knowledge of financial products, maintain high service standards, and collaborate across Compliance, Risk, and Operations to ensure timely

Qualifications

• Matric essential.
• Ter tiary qualification advantageous.
• Old Mutual International product and process knowledge advantageous.
• At least 3 years' experience in financial services in a client engagement and technical processing/administration role.
• International Business and offshore investments knowledge advantageous.

Responsibilities

• Client Engagement Delivery: act as SME in client services/administration/product/process.
• Support Offshore Sales Specialist functions to grow and retain market share; enhance customer experience.
• Liaise with internal stakeholders for resolution and completion; may coach staff.
• Coordinate with Compliance, Risk and Operations to ensure remediation activities (AML/FATCA/CRS).
• Ensure first-time resolution of client queries; handle instructions/complaints timely.
• Adhere to regulatory requirements (FICA, FAIS) and secure end-to-end finalisation of instructions.

Skills

Accounting

Action Planning

Budget Management

Calendar Coordination

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Oral Communications

Report Review

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

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.

This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

Key responsibilities will include amongst others the following:

Client Engagement Delivery

This role functions as a subject matter expert in a specific field of client services / administration / product / process.

Responsible to support and enable the Offshore Sales Specialist function to grow and retain market share; to enhance the customer experience; to retain the customer.

Often acts as a point of escalation and liaises with internal stakeholders for resolution and to completion.

Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.

May act as a coach for Specialist staff (if required).

Often consulted for and advises on system enhancements and testing.

Ensures first time resolution of all client queries received.

Deals with all client instructions, queries, or complaints timeously and accurately.

Responsible for all administration functions around client onboarding and client disbursements.

Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.

Facilitates problem solution across organisational boundaries.

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.

Quality Assurance

Adheres to service and quality standards.

Performs quality checks on own work

Strong attention to detail and organisational skills

Continually looks for ways to improve the Adviser/Client Experience by streamlining processes.

Personal Effectiveness

Accepts and lives the company values.

Accountable for service delivery through own efforts.

Collaborates effectively with others to achieve personal results.

Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.

Makes increased contributions by broadening individual skills.

Qualifications and Experience required

Matric essential.

Tertiary qualification advantageous.

Old Mutual International product and process knowledge advantageous.

At least 3 years' experience in financial services in a client engagement and technical processing/administration role.

International Business and offshore investments knowledge advantageous.

The successful candidate is a highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.

The successful candidate is also agile in being able to prioritise multiple and meet critical deadlines.

The successful candidate is an individual who is determined to drive things through to completion in a deliberate manner.

Thorough knowledge and understanding of the various entity structures and their requirements.

Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Decision Quality

Directs Work

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

12 November 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

The Old Mutual Story!