Multi-Skilled Servicing Professional (12-Month FTC) at Old Mutual South Africa

• The purpose of the role is to provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers/brokers to the correct channel in adherence to procedural, productivity and quality standards.

Role Description:

• This role functions as a consultant in a specific field of administration / authorizing.
• Resolving customer/broker issues, attend to escalations and complaints
• Apply knowledge in multiple systems as needed.
• Collaborate with internal teams to ensure success in the journey

Transaction Processing/Authorizing & Technical Execution

• Execute on all disinvestment requests across PF, MFC and SNI.
• Navigate and process requests across systems: Bizagi, BaNCS, CMoS, EMS, AWD, OMUNTE, Craft
• Ensure compliance with SOPs, fund rules, and regulatory requirements (e.g., PF Act, POPI, Income Tax Act, AML).
• Perform AVS checks and validate documentation (e.g., mandates, ID, proof of banking).

Operational Support & SME Contribution

• Act as a subject matter expert (SME) for Disinvestments.
• Support testing of system enhancements and provide feedback for improvement.
• Provide recommendations on improving SOPs and process documentation.
• Participate in special projects and operational initiatives.
• Manages daily operational (client service and or administrative) delivery within specified time standards

Quality Assurance & Risk Management

• Conduct quality checks on own work and peer reviews.
• Identify and escalate risks or non-compliance issues.
• Ensure adherence to control libraries and audit requirements.
• Support root cause analysis and process improvement efforts.

Personal Effectiveness

• Demonstrate maturity, accountability, and ownership in task execution.
• Manage own workload effectively and meet service level agreements (SLAs).
• Uphold company values and contribute to a collaborative team environment.
• Collaborates effectively with others to achieve personal results.
• Makes increased contributions by broadening individual skills.
• Individually accountable for managing own time, tasks and output quality.

Requirements

• Requirements: Skills, Qualifications and Experience required
• Post Matric qualification
• Minimum of 1-3 years working experience in Financial Services.
• Analytical skills and attention to detail.
• Excellent communication (verbal & written) interactive skills.
• Strong delivery focus.
• Ability and desire to understand and apply company documentation, involving extensive reading and interpretation of legal documents.
• Ability to work in a team and independently (manager of self)
• Good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.
• Must display sound planning & organising skills.
• Ability to work under pressure.

Competencies

• Rules driven
• Accuracy in processing /authorizing
• Decision Making
• Gaining Commitment
• Information Monitoring
• Initiating Action
• Ownership
• Team Orientation
• Technical proficiency
• Continuous Learning

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, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

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

Education

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

• 09 December 2025