Assistant Client Relationship Manager at Old Mutual

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.

Qualification, Skills and Experience:

• Matric
• 2 to 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