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Client Relations Consultant

Client Relations Consultant

Old Mutual Client Relations Consultant Vacancy 2026

Job Title: Client Relations Consultant
Company: Old Mutual
Location: Pinelands, Western Cape, South Africa
Job Type: Full-time
Reference Number: JR-85196
Salary: Not specified (market-related salary may apply; confirm with Old Mutual).
Closing Date: 12 November 2026 at 23:59

Job Overview

Old Mutual is inviting applications for the position of Client Relations Consultant based in Pinelands.

The successful candidate will provide specialist client service, handle complex administrative and financial services queries, process client instructions and complaints, and support offshore sales operations.

The role also involves ensuring excellent customer experiences, resolving escalated queries and maintaining compliance with financial industry regulations.

Minimum Requirements

Applicants should meet the following requirements:

  • Matric (Grade 12) is essential.
  • A tertiary qualification will be an advantage.
  • At least 3 years’ experience in financial services, particularly client relations, technical processing or administration.
  • Knowledge of Old Mutual International products and processes will be advantageous.
  • Understanding of international business and offshore investments will be beneficial.
  • Good understanding of different entity structures and their requirements.
  • Strong computer literacy and numerical skills.
  • Excellent planning, organisational and time-management abilities.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong communication and problem-solving skills.
  • Attention to detail and commitment to quality service.

Key Responsibilities

  • Handle client enquiries, instructions and complaints.
  • Resolve complex client service and administrative queries.
  • Support offshore sales specialists.
  • Manage client onboarding and disbursement administration.
  • Ensure accurate and timely processing of client requests.
  • Handle escalated client issues and coordinate solutions.
  • Maintain compliance with FICA and FAIS requirements.
  • Work with Compliance, Risk and Operations teams.
  • Support AML, FATCA and CRS remediation activities.
  • Perform quality checks and improve service delivery processes.
  • Maintain positive relationships with clients and financial intermediaries.

Important Skills

  • Client relationship management
  • Financial administration
  • Computer literacy
  • Data analysis and reporting
  • Communication skills
  • Problem-solving
  • Planning and organisation
  • Numerical aptitude
  • Attention to detail

How to Apply

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Interested candidates should visit the official Old Mutual careers website and search for Client Relations Consultant – JR-85196.

Submit your application through the official recruitment platform before the closing date.

Closing date: 12 November 2026 at 23:59.

Scam Warning

Applicants should verify this vacancy on the official Old Mutual careers website before submitting personal information or documents. Old Mutual applicants should be cautious of individuals requesting payment in exchange for employment opportunities.

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