Multi-Skilled Servicing Professional

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

The purpose of the role is to provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers/brokers to the correct channel in adherence to procedural, productivity and quality standards.

Role Description:

This role functions as a consultant in a specific field of administration / authorizing.

Resolving customer/broker issues, attend to escalations and complaints

Apply knowledge in multiple systems as needed.

Collaborate with internal teams to ensure success in the journey

Transaction Processing/Authorizing & Technical Execution

Execute on all disinvestment requests across PF, MFC and SNI.

Navigate and process requests across systems: Bizagi, BaNCS, CMoS, EMS, AWD, OMUNTE, Craft

Ensure compliance with SOPs, fund rules, and regulatory requirements (e.g., PF Act, POPI, Income Tax Act, AML).

Perform AVS checks and validate documentation (e.g., mandates, ID, proof of banking).

Operational Support & SME Contribution

Act as a subject matter expert (SME) for Disinvestments.

Support testing of system enhancements and provide feedback for improvement.

Provide recommendations on improving SOPs and process documentation.

Participate in special projects and operational initiatives.

Manages daily operational (client service and or administrative) delivery within specified time standards

Quality Assurance & Risk Management

Conduct quality checks on own work and peer reviews.

Identify and escalate risks or non-compliance issues.

Ensure adherence to control libraries and audit requirements.

Support root cause analysis and process improvement efforts.

Personal Effectiveness

Demonstrate maturity, accountability, and ownership in task execution.

Manage own workload effectively and meet service level agreements (SLAs).

Uphold company values and contribute to a collaborative team environment.

Collaborates effectively with others to achieve personal results.

Makes increased contributions by broadening individual skills.

Individually accountable for managing own time, tasks and output quality.

Requirements

Requirements: Skills, Qualifications and Experience required

Post Matric qualification

Minimum of 1-3 years working experience in Financial Services.

Analytical skills and attention to detail.

Excellent communication (verbal & written) interactive skills.

Strong delivery focus.

Ability and desire to understand and apply company documentation, involving extensive reading and interpretation of legal documents.

Ability to work in a team and independently (manager of self)

Good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.

Must display sound planning & organising skills.

Ability to work under pressure.

Competencies

Rules driven

Accuracy in processing /authorizing

Decision Making

Gaining Commitment

Information Monitoring

Initiating Action

Ownership

Team Orientation

Technical proficiency

Continuous Learning

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Instills Trust

Interpersonal Savvy

Nimble Learning

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

09 December 2025, 23:59

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.

The Old Mutual Story!

JR-74367