Client Relations Consultant

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in Cape Town is seeking a client services specialist to support offshore sales, resolve complex administrative queries, and ensure end-to-end processing and compliance.

The role requires meticulous attention to detail, knowledge of AML/FICA/FAIS, and collaboration with Compliance, Risk and Operations to deliver timely resolutions.

Qualifications

• 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.

Responsibilities

• Serve as SME for client services/administration, resolving inquiries and processing client instructions.
• Support Offshore Sales Specialist function to grow market share and improve customer experience.
• Coordinate with Compliance, Risk and Operations to remediate issues (AML/FICA/CRS).
• Ensure timely resolution of client queries and adherence to service standards.
• Maintain onboarding and disbursement administration with accuracy.

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

Decision Quality

Directs Work

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Tech Savvy

Education

NQF Level 4

Grade 12 / School leaving Certificate

National or Occupational Certificate

Equivalent qualification

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 and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

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

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

28 August 2026 , 23:59

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.