Client Relationship Manager (DURBAN Based)

Old Mutual South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

This role is responsible for the complete end to end resolution of technical and complex client queries, escalations or complaints, whilst strengthening & maintaining relationships between clients/intermediaries and Old Mutual. The incumbent is individually accountable for achieving results through own efforts, often working across organisational boundaries to facilitate problem resolution. The role requires a technical understanding to approach and respond to queries raised. The role requires extensive knowledge of the Retirement Fund Admin value chain.

  • 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.
  • No direct reports.
  • 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 as a client relationship manager OR a recent graduate.
  • 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

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Skills

Competencies

Action Oriented

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Directs Work

Interpersonal Savvy

Manages Complexity

Education

Bachelors Degree (B), Matriculation Certificate (Matric) (Required)

Closing Date

24 July 2026 , 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.

The Old Mutual Story!