Client Relationship & 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 Administrator in Johannesburg to provide expert support across administration, product and process functions. You will manage client onboarding and disbursements, handle CRM data accuracy, and collaborate with Compliance, Risk and Operations to support remediation activities.

Role focuses on delivering timely, accurate service to clients and intermediaries, leveraging MS Excel/Word and strong communication skills.

Qualifications

• 3+ years' administrative experience in financial services
• Proven experience in stockbroking and investments is essential
• Excellent verbal and written communication skills, attention to detail

Responsibilities

• Serves as SME in administration/product/process fields
• Acts as escalation point for complex matters beyond Administrators
• Resolves technical and complex administrative queries/issues
• Applies specialist knowledge to working with complex information
• Ensures client onboarding and disbursement administration is accurate and timely
• Checks CRM data for accuracy and completeness
• Delivers service to clients/intermediaries within business standards
• Collaborates with Compliance, Risk and Operations on remediation activities (AML/FATCA/CRS)
• Adheres to regulatory requirements (FICA, FAIS)
• Uses product knowledge to finalise client instructions and queries
• Supports other areas of the business when required

Skills

Accounting

Action Planning

Budget Management

Calendar Coordination

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Executing Plans

Financial Acumen

Management Reporting

Numerical Aptitude

Oral Communications

Report Review

Education

National Diploma

Advanced Certificate

Tools

MS Excel

MS Word

MS Outlook

Job description

Old Mutual South Africa is seeking an experienced Administrator in Johannesburg to provide expert support across administration, product and process functions. You will manage client onboarding and disbursements, handle CRM data accuracy, and collaborate with Compliance, Risk and Operations to support remediation activities.

Role focuses on delivering timely, accurate service to clients and intermediaries, leveraging MS Excel/Word and strong communication skills.