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Old Mutual Limited

Client Relationship Manager

Old Mutual Limited

Client Relationship Manager responsible for resolving technical client queries for Old Mutual. Strengthening client relationships and ensuring end-to-end problem resolution in the financial services sector.

Posted 7/17/2026full-timeDurban • 🇿🇦 South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and logical reasoning skills to resolve complex client queries in the financial services industry, while maintaining effective communication and relationship management. Proficient in pension fund administration and relevant legislation, with a commitment to providing superior service.

Highest-signal resume keywords
Client Relationship ManagementAnalytical SkillsCommunication SkillsPension Fund Administration KnowledgeComputer Literacy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Analytical SkillsLogical ReasoningClient Query ResolutionPension Fund AdministrationSuperfund Product Knowledge
Soft Skills
Excellent CommunicationInterpersonal SkillsTactDiplomacyEmpathy
Tools & Technologies
Old Mutual CompassEMSAWD SystemWordExcelOutlookPowerPoint
Industry Keywords
Financial ServicesClient QueriesEscalationsComplaintsLegislation

About the role

Key responsibilities & impact
  • Responsible for the complete end to end resolution of technical and complex client queries, escalations or complaints,
  • Strengthening & maintaining relationships between clients/intermediaries and Old Mutual.
  • Individually accountable for achieving results through own efforts
  • Working across organisational boundaries to facilitate problem resolution.
  • Requires a technical understanding to approach and respond to queries raised.
  • Deals with technical and complex client queries or complaints and resolves issues to completion.

Requirements

What you’ll need
  • 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
  • Knowledge of pension fund administration & legislation
  • Superfund product knowledge advantageous
  • Old Mutual Compass, EMS and AWD System experience advantageous

Benefits

Comp & perks
  • Employee benefits experience