Client Relations & Onboarding Specialist

Old Mutual South Africa; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking an experienced administrative professional to support client onboarding, disbursements, and complex queries within a financial services context. You will utilize specialist knowledge to finalise instructions end-to-end and maintain high data accuracy.

The role requires 3+ years in administration in financial services, with stockbroking/investments experience and strong MS Office proficiency.

Qualifications

• Minimum 3 years' administrative experience within the financial services industry.
• Proven experience in stockbroking and investments is essential.
• Proficiency in MS Office (Excel, Word, Outlook).
• Excellent verbal and written communication skills and attention to detail.

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

Attention to detail

Communication skills

Team player

Proactivity / initiative

Analytical skills

Education

National Diploma / Advanced Certificate

Tools

MS Excel

MS Word

MS Outlook

Job description

Old Mutual South Africa is seeking an experienced administrative professional to support client onboarding, disbursements, and complex queries within a financial services context. You will utilize specialist knowledge to finalise instructions end-to-end and maintain high data accuracy.

The role requires 3+ years in administration in financial services, with stockbroking/investments experience and strong MS Office proficiency.