Multi Skilled Professional (Fixed Term) at Old Mutual

Role Description & Key Result Areas:

• Investigating complex & unusual data sets relating to historic and present legislative changes
• Processing of historic issues eg, surplus payments, compliance reviews and audits, Investigate and resolve technical cases.
• Engage with clients/planners to communicate remediation data requirements
• Effectively manage any non-conformances.
• Investigate the nature of problems, identify and eliminate the root causes.
• Prepare reports for non-conformance and identify corrective action recommendations to management.
• Highlight any inefficiencies in the process and report back to management on process improvements that will benefit both the client and the business.
• Maintain high level of teamwork to achieve the KPI’s.
• Always be professional and treat Customers with respect and that they feel special after every interaction
• Coach other staff where and when necessary
• Stay informed of developments and regulatory changes within the Financial Services Industry
• Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.

Qualifications and experience:

• Matric qualification with Maths and a minimum of 3 years working experience in the Financial Services Industry
• Degree is advantageous
• Wealth/OMUT product and process knowledge is Advantageous
• Knowledge of the following Legislation – DWT, AML, FATCA/CRS Essential
• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, OMUNET, AWD, Bizagi, EMS, Documentum, & Wealth Frontend Portals
• The above summary is in line with the Old Mutual Wealth Servicing ( Remediation team) expectations. More provided below:

Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service, Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Remediation
• Sales Data Management
• Strengthening Customer Relationships
• Upselling
• Wealth Management Services

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• Advanced Diploma (AdvDip)  (Required)

Closing Date

• 12 June 2025 , 23:59