Assistant Client Relationship Manager
Assistant Client Relationship Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
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. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.Key Results Areas:
This role functions as a subject matter expert in a specific field of administration / product / process.
Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
Resolves technical and complex problems especially in support of administrative queries / issues.
Applies specialist knowledge in a focused role working with relatively complex information.
Operational in nature.
Deals with all client instructions queries or complaints timeously and accurately.
Responsible for all administration functions around client onboarding and client disbursements.
Responsible for checking data inputs on CRM system to ensure correctness of data.
Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
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.
Assist in other areas of the business as and when necessary.
Qualifications and Experience required
Matric.
National Diplomas and Advanced Certificates.
Minimum 3 years administrative experience in financial services compulsory.
Experience within the investment industry compulsory.
Intermediate MS Excel MS Word and MS Outlook
Attention to detail
Accuracy
Good communication skills
Team player
Proactive and show initiative
Excellent administrative servicing coordinating support relationship management and innovation skills
Excellent problem solving skills
Good understanding of Administration systems
Sound Operational business knowledge
Highly proficient in both written and spoken Afrikaans
Skills
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 ReviewCompetencies
Directs WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation
NQF Level 6 - Diploma Advance or Occupational Certificate or equivalentClosing Date
16 July 2025 23:59The 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!
Required Experience:
Manager
Employment Type
Full Time
