Assistant Client Relationship Manager

<p style="text-align:left"><span class="emphasis-2"><b>Let&#39;s Write Africa&#39;s Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>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.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><h1>Responsibilities</h1><p></p><ul><li><p>This role functions as a subject matter expert in a specific field of administration / product / process.</p></li><li><p>Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.</p></li><li><p>Resolves technical and complex problems, especially in support of administrative queries / issues.</p></li><li><p>Applies specialist knowledge in a focused role working with relatively complex information.</p></li><li><p>Operational in nature.</p></li><li><p>Deals with all client instructions, queries and complaints timeously and accurately.</p></li><li><p>Responsible for all administrative functions relating to client onboarding and client disbursements.</p></li><li><p>Responsible for checking data captured on the CRM system to ensure accuracy and completeness</p></li><li><p>Responsible for ensuring that service delivery to <span>clients/intermediaries</span> remains within business practice.</p></li><li><p>To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).</p></li><li><p>Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).</p></li><li><p>Strict adherence to regulatory requirements (FICA, FAIS).</p></li><li><p>Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.</p></li><li><p>Assist in other areas of the business as and when required.</p></li></ul><p></p><p><b><span>Qualifications and Experience required</span></b></p><p></p><ul><li><p><span>National Diploma and/or Advanced Certificate</span></p></li><li><p><span>Minimum 3 years&#39; administrative experience within the financial services industry</span></p></li><li><p><span>Proven experience in stockbroking and investments is essential</span></p></li><li><p><span>Intermediate proficiency in MS Excel, MS Word and MS Outlook</span></p></li><li><p><span>Demonstrates exceptional attention to detail and a high degree of accuracy</span></p></li><li><p><span>Excellent verbal and written communication skills</span></p></li><li><p><span>Strong team player</span></p></li><li><p><span>Proactive and able to demonstrate initiative</span></p></li><li><p><span>Highly effective administrative, servicing, coordination, support, relationship management and innovation skills</span></p></li><li><p><span>Excellent problem-solving and analytical skills</span></p></li><li><p><span>Good understanding of administration systems</span></p></li><li><p><span>Sound operational business knowledge</span></p></li></ul><p> </p><p>na</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>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<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Directs Work<h3></h3><h3></h3>Drives Results<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Manages Complexity<h3></h3><h3></h3>Optimizes Work Processes<h3></h3><h3></h3>Plans and Aligns<h3></h3><h3></h3>Tech Savvy<h3></h3><h3></h3><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>20 October 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>