Client Relations Consultant

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; Presencial; ZAR 420.000 - 540.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd is seeking a professional to support offshore sales and client services, providing expert knowledge in administration, product and process areas. You will handle client onboarding, disbursements, and remediation activities in collaboration with Compliance and Risk teams.

Ideal candidates will have 3+ years in financial services, strong analytical and communication skills, and a proven ability to manage multiple tasks with tight deadlines.

Formación

• 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.
• Structured, able to plan for short-, mid- and long-term activities.
• Able to prioritise multiple tasks and meet deadlines.
• Determined to drive things through to completion; thorough knowledge of entity structures.

Responsabilidades

• Client Engagement Delivery: act as subject matter expert to support offshore sales, improve customer experience, and ensure first time resolution of client queries and instructions.
• Quality Assurance: adhere to service standards and perform quality checks with attention to detail.
• Personal Effectiveness: manage time and output quality, collaborate, and contribute to results.

Conocimientos

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

Decision Quality

Directs Work

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Educación

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

Descripción del empleo

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 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. Makes increased contributions by broadening individual skills. Makes increased contributions by broadening individual skills. Makes increased contributions by broadening individual skills. 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!

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.