Assistant Client Relationship Manager

South Africa·Georgemid

SalesAccount Manager

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Quick Summary

Overview

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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SalesAccount Manager

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Proactiveness and a willingness to take responsibility are rewarded through remuneration and career progression.

Responsibilities

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This role functions as a subject matter expert in a specific field of administration / product / process.
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Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
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Resolves technical and complex problems, especially in support of administrative queries / issues.
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Applies specialist knowledge in a focused role working with relatively complex information.
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Operational in nature.
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Deals with all client instructions, queries and complaints timeously and accurately.
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Responsible for all administrative functions relating to client onboarding and client disbursements.
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Responsible for checking data captured on the CRM system to ensure accuracy and completeness
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Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
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To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
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Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
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Strict adherence to regulatory requirements (FICA, FAIS).
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Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.
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Assist in other areas of the business as and when required.

Requirements

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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

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

Directs Work

Drives Results

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

20 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!