Assistant Client Relationship Manager

**Let's Write Africa's 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. Responsibilities ================ * 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. * Client Service Excellence * 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 na **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 Review **Competencies** Directs Work Drives Results Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy **Education** NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent **Closing Date** 21 August 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!**_