Client Relations Consultant

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 functions as a subject matter expert in a specific field of client services / administration / product / process.
• Responsible to support and enable the Offshore Sales Specialist function to grow and retain market share; to enhance the customer experience; to retain the customer.
• Often acts as a point of escalation and liaises with internal stakeholders for resolution and to completion.
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.  
• May act as a coach for Specialist staff (if required).
• Often consulted for and advises on system enhancements and testing.  
• Ensures first time resolution of all client queries received.
• Deals with all client instructions, queries, or complaints timeously and accurately.
• Responsible for all administration functions around client onboarding and client disbursements.
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• Facilitates problem solution across organisational boundaries.
• Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
• Strict adherence to regulatory requirements (FICA, FAIS).
• Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries, or complaints.

• Adheres to service and quality standards.
• Performs quality checks on own work
• Strong attention to detail and organisational skills
• Continually looks for ways to improve the Adviser/Client Experience by streamlining processes.

• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.

• 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.
• The successful candidate is a highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
• The successful candidate is also agile in being able to prioritise multiple and meet critical deadlines.
• The successful candidate is an individual who is determined to drive things through to completion in a deliberate manner.
• Thorough knowledge and understanding of the various entity structures and their requirements.

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!