Global Client Experience Specialist

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) aims to recruit a client engagement professional with strong administration and processing capabilities. The role focuses on delivering end-to-end client instructions, queries, or complaints while aligning with offshore sales objectives and regulatory requirements.

The successful candidate will leverage knowledge of financial products, maintain high service standards, and collaborate across Compliance, Risk, and Operations to ensure timely

Qualifications

• Matric essential.
• Ter tiary 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.

Responsibilities

• Client Engagement Delivery: act as SME in client services/administration/product/process.
• Support Offshore Sales Specialist functions to grow and retain market share; enhance customer experience.
• Liaise with internal stakeholders for resolution and completion; may coach staff.
• Coordinate with Compliance, Risk and Operations to ensure remediation activities (AML/FATCA/CRS).
• Ensure first-time resolution of client queries; handle instructions/complaints timely.
• Adhere to regulatory requirements (FICA, FAIS) and secure end-to-end finalisation of instructions.

Skills

Accounting

Action Planning

Budget Management

Calendar Coordination

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Oral Communications

Report Review

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) aims to recruit a client engagement professional with strong administration and processing capabilities. The role focuses on delivering end-to-end client instructions, queries, or complaints while aligning with offshore sales objectives and regulatory requirements.

The successful candidate will leverage knowledge of financial products, maintain high service standards, and collaborate across Compliance, Risk, and Operations to ensure timely