Job Description
This role utilises expert knowledge in the specific fields of client services / administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own time, tasks and output. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.
Key responsibilities will include amongst others the following:
- This role functions as a subject matter expert in a specific field of client services / administration / product / process.
- Responsible to support and enable the Operations team and Sales Team to grow and retain market share; to enhance the customer experience; to retain the customer.
- Deals with escalated client queries or complaints and resolves issues to completion.
- Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
- Responsible for managing reputational risk associated with complaints.
- Resolves technical and complex problems, especially in support of administrative queries / issues.
- Applies specialist knowledge in a focused role working with relatively complex information.
- Deals with all client instructions, queries or complaints timeously and accurately.
- 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.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Tertiary education advantageous
- Minimum 3 years experience within the investment industry compulsory
- Offshore Investment Knowledge advantageous
- Intermediate in MS Suite (Excel, MS Word and Outlook)
- Good communication skills and are able to present ideas clearly (both written and verbal)
- A professional approach
- Attention to detail
- Accuracy
- Meets deadlines and ability to work under pressure
- A team player with strong collaboration skills
- Proactive, confident 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
Education
Closing Date
12 October 2023
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 Mutuals 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.
