Client Relationship Manager

oldmutual; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual in Cape Town seeks an experienced professional to support client services and administration within retirement fund transfers. You will act as a subject matter expert, resolving complex queries and ensuring compliance with Pension Funds Act, FAIS and FICA.

Role requires Matric and 3+ years in financial services; knowledge of retirement fund admin is essential; MS Office proficiency is expected. This is a stable, client‑facing role with emphasis on accuracy and teamwork.

Qualifications

• Matric and minimum 3 years working experience in the Financial Services Industry.
• Complete knowledge of Retirement Fund administration from receipt to finalisation.
• Relevant Bachelor's degree is advantageous.
• Intermediate in MS Suite (Excel, Word, Outlook).
• Strong communication and ability to work under pressure.
• Professional approach with attention to detail and deadlines.

Responsibilities

• Serve as SME in client services/administration/product/process.
• Support Asset Transfer process to enhance planner experience and retain customers.
• Handle escalated queries/complaints and resolve to completion.
• Ensure compliance with FAIS, FICA and Pension Funds Act.
• Interpret legislation and apply to facts with sound judgement.
• Execute processes consistently while managing reputational risk.
• Collaborate across Compliance, Risk and Operations.
• Provide end-to-end administration for client onboarding and disbursements.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Customer Service Operations

Data Management

Digital Engagement

Sales Opportunities

Probing Questions

Sales Data Management

Customer Relationships

Upselling

Education

Matric

3 years Financial Services experience

Bachelor's degree advantageous

Tools

MS Office

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 client services / administration / product / process to facilitate the resolve technical problems, usually in support of administrative queries/issues.

The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own time, tasks and output.

Responsibilities

• This role functions as a subject matter expert in a specific field of client services / administration / product / process.
• Responsible to support and enable the Asset Transfer process to run smoothly; to enhance the customer (planner) experience; to retain the customer.
• Deals with escalated client queries or complaints and resolves issues to completion.
• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Sound & defensible reasoning.
• Maintain high level of teamwork to achieve the KPI's.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• Responsible for managing reputational risk associated with complaints.
• Resolves technical and complex problems, especially in support of administrative queries / issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• 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.
• To render an effective and efficient administrative service to clients.
• 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.
• Makes increased contribution by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required

• Matric, and a minimum of 3 years working experience in the Financial Services Industry.
• Complete knowledge of Retirement Fund administration, from receipt of the transfer request to the finalization of the transfer.
• Relevant Bachelor's degree is advantageous.
• Intermediate in MS Suite (Excel, MS Word and Outlook).
• Good communication skills and able to present ideas clearly (both written and verbal).
• Ability to work under pressure.
• A professional approach.
• Attention to detail.
• Accuracy.
• Meets deadlines.
• A team player with strong collaboration skills.
• Proactive, confident and show initiative.
• Excellent administrative, servicing, coordinating, support, relationship management and innovation skills.
• Excellent problem-solving skills.
• Good understanding of Administration systems.
• Sound Operational business knowledge.

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Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Directs Work
• Interpersonal Savvy
• Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 September 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!