Client Success & Relationship Consultant

Old Mutual Finance (Pty) Ltd; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer service professional to provide a positive experience, give advanced product information, process orders, and resolve customer issues. You will develop relationships, enter data into the CRM, and guide customers to the right channel.

The role emphasizes understanding customer needs, supporting renewals, and complying with company procedures while maintaining high service standards.

Qualifications

• Minimum requirement is Grade 12 or equivalent.
• Experience in customer service is preferred.
• Familiarity with CRM systems is a plus.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the best approach.
• Resolve basic and advanced customer issues; escalate when needed.
• Build relationships through calls or in-person interactions to understand needs.
• Enter relevant customer interactions into the CRM to maintain data quality.
• Clarify customer requirements using a multilevel sales script.
• Support renewals with exceptional service.
• Follow organisation policies and procedures to ensure compliance.
• Develop and maintain skills through training and coaching.

Skills

Consultative Selling

Customer Service

Problem Solving

Education

NQF Level 4 - Grade 12

Tools

CRM Software

Job description

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer service professional to provide a positive experience, give advanced product information, process orders, and resolve customer issues. You will develop relationships, enter data into the CRM, and guide customers to the right channel.

The role emphasizes understanding customer needs, supporting renewals, and complying with company procedures while maintaining high service standards.