Client Relations & Onboarding Specialist

Old Mutual South Africa; George; On-site; ZAR 320,000 - 420,000; Full time

Job summary

Old Mutual South Africa in George seeks an experienced administrator to resolve technical problems and support client onboarding and disbursements within financial services.

The role requires meticulous attention to detail, strong regulatory knowledge (FICA, FAIS) and proactivity. You will collaborate with Compliance, Risk and Operations to ensure accurate processing and timely service delivery.

Qualifications

• National Diploma and/or Advanced Certificate
• Minimum 3 years' administrative experience within the financial services industry
• Proven experience in stockbroking and investments is essential
• Intermediate proficiency in MS Excel, MS Word and MS Outlook
• Demonstrates exceptional attention to detail and a high degree of accuracy
• Excellent verbal and written communication skills
• Strong team player
• Proactive and able to demonstrate initiative
• Highly effective administrative, servicing, coordination, support, relationship management and innovation skills
• Excellent problem-solving and analytical skills
• Good understanding of administration systems
• Sound operational business knowledge

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.
• Deals with all client instructions, queries and complaints timeously and accurately.
• Responsible for all administrative functions relating to client onboarding and client disbursements.
• Responsible for checking data captured on the CRM system to ensure accuracy and completeness
• 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 required.

Skills

Accounting

Data Analysis

Budget Management

Calendar Coordination

Computer Literacy

Data Compilation

Data Interpretations

Executing Plans

Financial Acumen

Management Reporting

Numerical Aptitude

Oral Communications

Report Review

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa in George seeks an experienced administrator to resolve technical problems and support client onboarding and disbursements within financial services.

The role requires meticulous attention to detail, strong regulatory knowledge (FICA, FAIS) and proactivity. You will collaborate with Compliance, Risk and Operations to ensure accurate processing and timely service delivery.