{"id":1137638,"url":"https://alion.io/job/old-mutual-limited-assistant-client-relationship-manager","title":"Assistant Client Relationship Manager","company":{"id":5366,"name":"Old Mutual Limited","domain":"oldmutual.com","url":"https://alion.io/company/oldmutual","size_band":"5000+","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":94,"open_postings":56,"ghost_share":0,"stale_share":0.446,"repost_share":0,"time_to_fill_p50_days":7,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Johannesburg, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":15000,"max_usd":35000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":8},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"closed","first_seen_at":"2026-09-23T08:52:13Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-24T01:51:46Z","board_verified":false,"closed_at":"2026-09-24T01:51:46Z","days_open":0,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":0},"description":"Let's Write Africa's Story Together!\nOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.\nJob Description\nThis role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Proactiveness and a willingness to take responsibility are rewarded through remuneration and career progression.Responsibilities\nThis role functions as a subject matter expert in a specific field of administration / product / process.\n\nOften acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.\n\nResolves technical and complex problems, especially in support of administrative queries / issues.\n\nApplies specialist knowledge in a focused role working with relatively complex information.\n\nOperational in nature.\n\nDeals with all client instructions, queries and complaints timeously and accurately.\n\nResponsible for all administrative functions relating to client onboarding and client disbursements.\n\nResponsible for checking data captured on the CRM system to ensure accuracy and completeness\n\nResponsible for ensuring that service delivery to clients/intermediariesremains within business practice.\n\nTo render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).\n\nWork closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).\n\nStrict adherence to regulatory requirements (FICA, FAIS).\n\nUses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.\n\nAssist in other areas of the business as and when required.\n\nQualifications and Experience required\nNational Diploma and/or Advanced Certificate\n\nMinimum 3 years' administrative experience within the financial services industry\n\nProven experience in stockbroking and investments is essential\n\nIntermediate proficiency in MS Excel, MS Word and MS Outlook\n\nDemonstrates exceptional attention to detail and a high degree of accuracy\n\nExcellent verbal and written communication skills\n\nStrong team player\n\nProactive and able to demonstrate initiative\n\nHighly effective administrative, servicing, coordination, support, relationship management and innovation skills\n\nExcellent problem-solving and analytical skills\n\nGood understanding of administration systems\n\nSound operational business knowledge\n\nna\nSkills\nAccounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report ReviewCompetencies\nDirects WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation\nNQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date\n23 September 2026 , 23:59The 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.\nThe Old Mutual Story!","description_format":"text","description_chars":3309,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management","Personal Finance"],"lifecycle":[{"event":"open","at":"2026-09-23T08:52:13Z"},{"event":"close","at":"2026-09-24T01:51:46Z"}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/old-mutual-limited-assistant-client-relationship-manager","json_url":"https://alion.io/job/old-mutual-limited-assistant-client-relationship-manager.json","meta":{"generated_at":"2026-09-24T16:50:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}