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. **Job Description** This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Responsibilities ================ **Client Engagement Delivery** * 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. **Quality Assurance** * 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. **Personal Effectiveness** * 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. **Qualifications and Experience required** * 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. na **Skills** Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review **Competencies** Decision Quality Directs Work 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** 01 September 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!**_