Client Relationship & Onboarding Specialist

Old Mutual Life Assurance Company (SA) Ltd; George; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in George is seeking an experienced administrator specialist. You will function as a subject matter expert in administration/ product/process, handling complex queries, and ensuring accurate CRM data and timely client onboarding.

The role emphasizes compliance with AML/FATCA/CRS, FICA/FAIS, and close collaboration with Compliance, Risk, and Operations. Candidates should have a National Diploma, 3+ years in financial services admin, and MS Office

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 na

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

Data Analysis

Financial Acumen

Oral Communications

Report Review

Attention to Detail

Problem Solving

Data Interpretation

Database Reporting

Data Compilation

Customer Service

Education

National Diploma

NQF Level 5

Tools

MS Excel

MS Word

MS Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd in George is seeking an experienced administrator specialist. You will function as a subject matter expert in administration/ product/process, handling complex queries, and ensuring accurate CRM data and timely client onboarding.

The role emphasizes compliance with AML/FATCA/CRS, FICA/FAIS, and close collaboration with Compliance, Risk, and Operations. Candidates should have a National Diploma, 3+ years in financial services admin, and MS Office