{"id":3878823,"url":"https://alion.io/job/old-mutual-limited-client-relations-consultant","title":"Client Relations Consultant","company":{"id":5366,"name":"Old Mutual Limited","domain":"oldmutual.com","url":"https://alion.io/company/oldmutual","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":46,"ghost_share":0,"stale_share":0.609,"repost_share":0.043,"time_to_fill_p50_days":12,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-11-06T17:31:40Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-09T03:49:20Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"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 and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.Key responsibilities will include amongst others the following:\nClient Engagement Delivery\nThis role functions as a subject matter expert in a specific field of client services / administration / product / process.\nResponsible to support and enable the Offshore Sales Specialist function to grow and retain market share; to enhance the customer experience; to retain the customer.\nOften acts as a point of escalation and liaises with internal stakeholders for resolution and to completion.\nCould act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU. \nMay act as a coach for Specialist staff (if required).\nOften consulted for and advises on system enhancements and testing. \nEnsures first time resolution of all client queries received.\nDeals with all client instructions, queries, or complaints timeously and accurately.\nResponsible for all administration functions around client onboarding and client disbursements.\nResponsible for ensuring that service delivery to clients/intermediaries remains within business practice.\nFacilitates problem solution across organisational boundaries.\nWork closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).\nStrict adherence to regulatory requirements (FICA, FAIS).\nUses knowledge of products to secure an end-to-end finalisation of client instructions, queries, or complaints.\nQuality Assurance\nAdheres to service and quality standards.\nPerforms quality checks on own work\nStrong attention to detail and organisational skills\nContinually looks for ways to improve the Adviser/Client Experience by streamlining processes.\nPersonal Effectiveness\nAccepts and lives the company values.\nAccountable for service delivery through own efforts.\nCollaborates effectively with others to achieve personal results.\nIndividually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.\nMakes increased contributions by broadening individual skills.\nQualifications and Experience required\nMatric essential.\nTertiary qualification advantageous.\nOld Mutual International product and process knowledge advantageous.\nAt least 3 years’ experience in financial services in a client engagement and technical processing/administration role.\nInternational Business and offshore investments knowledge advantageous.\nThe successful candidate is a highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.\nThe successful candidate is also agile in being able to prioritise multiple and meet critical deadlines.\nThe successful candidate is an individual who is determined to drive things through to completion in a deliberate manner.\nThorough knowledge and understanding of the various entity structures and their requirements.\nSkills\nAccounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report ReviewCompetencies\nDecision QualityDirects WorkEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation\nNQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date\n12 November 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":4050,"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":["Commercial & Retail Banks","Property & Casualty Insurance","Asset Management & Funds","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-06T17:31:40Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":2,"expected_fill_days":12,"reasons":["conf:2","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-11-09T06:03:00Z"},"pay":null,"html_url":"https://alion.io/job/old-mutual-limited-client-relations-consultant","json_url":"https://alion.io/job/old-mutual-limited-client-relations-consultant.json","meta":{"generated_at":"2026-11-09T09:01:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8064,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5366},"rest":"https://alion.io/mcp/rest/get_company?id=5366"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fold-mutual-limited-client-relations-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fold-mutual-limited-client-relations-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fold-mutual-limited-client-relations-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/old-mutual-limited-client-relations-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fold-mutual-limited-client-relations-consultant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3878823}},{"tool":"search_jobs","arguments":{"company":"oldmutual.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3878823},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}