Job Description


The position is that of an Investment Service Centre Consultant within the Wealth Service Centre, responsible for processing client requests and instructions.


Responsibilities

The role includes the following responsibilities:


Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.
Identify process improvements to deliver improved Customer care and communicate these to the relevant Service Centre Managers.
Effectively manage any non-conformances.
Investigate and resolve technical cases.
Investigate the nature of problems, identify and eliminate the root causes.
Discuss and report on processes where positive or negative trends have been identified and recommend corrective action to management.
Make decisions firmly and timeously improving transaction time and perception of service.
Summarise major issues and take action, which will benefit both the client and the business.
Identify and escalate complaints.
Maintain high level of teamwork to achieve the KPI’s.
Always be professional and treat Customers with respect and that they feel special after every interaction.
Stay informed of developments in the Financial Services Industry.


Qualifications and Experience required


Matric qualification and a minimum of 1 year working experience in the Financial Services Industry (i.e. banking, insurance, investments).
Wealth product and systems knowledge are essential
Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, Bizagi, ITAX/EB, MS.
Excellent Verbal and written communication skills.
Ability to work under pressure.
High sense of Customer Care.
Initiative.
Good judgement and problem-solving skills.
Analytical.
Good interpersonal skills and positive attitude.
Conflict handling.
Self-motivated and always willing to learn.
High attention to detail.
Ability to operate in a repetitive process-based environment.
Work flexible hours between 08h00 & 18h00 including Saturdays.
The successful candidate may need to work overtime/longer hours and have own transport or very reliable transport network.


Skills


Accounting, 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 Review


Competencies


Directs Work
Drives Results
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy


Education


NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent


Closing Date


17 October 2025