Posted on: 15 February 2023
ID 851345

Client Relationship Manager

Your time is now to be your exceptional best at Old Mutual!

Job Description

This role is responsible for the complete resolution of escalated client queries or complaints, whilst strenthening and maintaining relationships between clients/intermediaries and Old Mutual. The incumbent is individually accountable for achieving results through own efforts.

Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).

Responsible for the end-to-end finalisation of a query or complaint.

Often works across organisational boundaries to facilitate problem resolution.

Be able to work under pressure
  • Must display sound planning & organising skills
  • Proven problem solving skills and ability to take ownership for problems
  • Self-motivated and action-orientated, with high levels of energy and self-confidence.
  • A passionate team player
  • Passionate about learning to keep abreast of developments and trends in area of expertise.
Role qualifications and Experience:
  • Matric or relevant tertiary qualification
  • A minimum of 3 years experience in a financial services industry
  • Computer literacy essential (Word/Excel/Outlook/Powerpoint)
  • Strong desire to provide superior service
  • Very strong analytical & logical reasoning skills.
  • Excellent communication (verbal & written) and interpersonal skills
  • Able to display tact, diplomacy & empathy
  • Employee benefits experience
  • Knowledge of pension fund administration & legislation
  • Superfund product knowledge advantageous
  • Old Mutual Compass, EMS and AWD System experience advantageous
Skills

Education

Matriculation Certificate (Matric) (Required)

Closing Date

15 February 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.
Occupation:
Finance jobs


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