Client Success & Onboarding Specialist

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a professional to support offshore sales and client services, providing expert knowledge in administration, product and process areas. You will handle client onboarding, disbursements, and remediation activities in collaboration with Compliance and Risk teams.

Ideal candidates will have 3+ years in financial services, strong analytical and communication skills, and a proven ability to manage multiple tasks with tight deadlines.

Qualifications

• Matric essential.
• Tertiary qualification advantageous.
• Old Mutual International product and process knowledge advantageous.
• At least 3 years’ experience in financial services in a client engagement and technical processing/administration role.
• International Business and offshore investments knowledge advantageous.
• Structured, able to plan for short-, mid- and long-term activities.
• Able to prioritise multiple tasks and meet deadlines.
• Determined to drive things through to completion; thorough knowledge of entity structures.

Responsibilities

• Client Engagement Delivery: act as subject matter expert to support offshore sales, improve customer experience, and ensure first time resolution of client queries and instructions.
• Quality Assurance: adhere to service standards and perform quality checks with attention to detail.
• Personal Effectiveness: manage time and output quality, collaborate, and contribute to results.

Skills

Accounting

Action Planning

Budget Management

Calendar Coordination

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Digital Literacy

Executing Plans

Management Reporting

Numerical Aptitude

Oral Communications

Report Review

Decision Quality

Directs Work

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a professional to support offshore sales and client services, providing expert knowledge in administration, product and process areas. You will handle client onboarding, disbursements, and remediation activities in collaboration with Compliance and Risk teams.

Ideal candidates will have 3+ years in financial services, strong analytical and communication skills, and a proven ability to manage multiple tasks with tight deadlines.