Client Relationship Manager (DURBAN Based)
Old Mutual
Job Description
<p style="text-align:left"><span class="emphasis-2"><b>Let's Write Africa's Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>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.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><ul><li>Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).</li><li>Responsible for the end-to-end finalisation of a query or complaint.</li><li>Often works across organisational boundaries to facilitate problem resolution.</li><li>No direct reports.</li><li><span>Be able to work under pressure</span></li><li><span>Must display sound planning & organising skills</span></li><li><span>Proven problem solving skills and ability to take ownership for problems</span></li><li><span>Self-motivated and action-orientated, with high levels of energy and self-confidence.</span></li><li><span>A passionate team player</span></li><li><span>Passionate about learning to keep abreast of developments and trends in area of expertise.</span></li></ul><p><b>Role qualifications and Experience:</b></p><ul><li><span>Matric or relevant tertiary qualification</span></li><li><span>A minimum of 3 years experience in a financial services industry as a client relationship manager OR a recent graduate.</span></li><li><span>Computer literacy essential (Word/Excel/Outlook/Powerpoint)</span></li><li><span>Strong desire to provide superior service</span></li><li><span>Very strong analytical & logical reasoning skills.</span></li><li><span>Excellent communication (verbal & written) and interpersonal skills</span></li><li><span>Able to display tact, diplomacy & empathy</span></li><li><span>Employee benefits experience</span></li><li><span>Knowledge of pension fund administration & legislation</span></li><li><span>Superfund product knowledge advantageous</span></li><li><span>Old Mutual Compass, EMS and AWD System experience advantageous</span></li></ul><p> </p><p>na</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Action Oriented<h3></h3><h3></h3>Collaborates<h3></h3><h3></h3>Communicates Effectively<h3></h3><h3></h3>Customer Focus<h3></h3><h3></h3>Decision Quality<h3></h3><h3></h3>Directs Work<h3></h3><h3></h3>Interpersonal Savvy<h3></h3><h3></h3>Manages Complexity<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Bachelors Degree (B), Matriculation Certificate (Matric) (Required)<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>24 July 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>
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