Assistant Client Relationship Manager page is loaded
Assistant Client Relationship Manager
Apply locations Pinelands posted on Posted 2 Days Ago job requisition id JR-61404
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
At Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a culture of integrity and accountability, where people are empowered to take full ownership for driving and delivering the outcomes required of their roles to meet our business objectives.
If you aspire to work in a high performance, entrepreneurial and fast-growing wealth, and investment management business, then we have an exciting opportunity for you.
Role Overview
This role utilises expert knowledge in the specific fields of administration / product / process to assist the Client Relationship Manager and act as backup when necessary. Also, support to Client Relationship Manager with administrative queries/issues etc. 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 Responsibilities include:
- Client service professional
- This role functions as a subject matter expert in a specific field of administration / product / process.
- Resolves technical problems, especially in support of administrative queries via email.
- Applies specialist knowledge in a focused role working with relatively complex information.
- Operational in nature but not limited to
- May deal with client instructions and queries
- Assist Client Relationship Manager with client onboarding.
- Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
- To render an effective and efficient administrative service to clients (assisting with statements; queries etc)
- Strict adherence to regulatory requirements (FICA, FAIS).
- Assist in other areas of the business as and when required
Qualifications & Experience Required
- Matric
- National Diplomas and Advanced Certificates advantageous
- Minimum 3 years administrative experience in financial services compulsory
- Experience within the investment industry compulsory.
- Experience in MS Excel, MS Word, MS Outlook and EMS
- 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.
- Understanding of AML/FATCA/CRS
Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders.
Closing Date
20 December 2024 , 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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