Client Relationship Manager at Old Mutual South Africa

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