Customer Service Specialist at Old Mutual – Apply Now!

Let’s Write Africa’s Story Together!

Old Mutual is a leading African financial services group, firmly rooted in its commitment to drive positive change and create lasting value across the continent. We believe in the power of diverse talent, and our teams reflect the vibrant cultures and communities we serve.

We are looking for a Customer Service Specialist to join our dynamic team. This role is perfect for someone who thrives in a high-performance environment and is passionate about delivering outstanding client service.

Role Overview

As a Customer Service Specialist, you will be at the heart of our client interactions, handling both inbound and outbound communications. Your role involves resolving complex and sometimes ambiguous cases with minimal need for escalation. You’ll work across various functions, ensuring clients receive the best possible support, and will be an integral part of enhancing the customer experience.

This is an exciting opportunity to leverage your extensive financial services experience, providing expert guidance and support to both clients and junior team members.

Key Responsibilities

• Handle client queries via telephone and written correspondence with professionalism and accuracy.

• Work across various products and processes, adapting to business needs.

• Play a supportive role, sharing information and persuading clients towards appropriate solutions.

• Act as a mentor to less experienced consultants, providing technical support and coaching.

• Assist management with complex escalations and contribute to process improvements.

• Balance between inbound calls, outbound calls, and correspondence as needed.

• Engage in continuous learning to maintain a high level of product and industry knowledge.

What You Bring

• Qualifications:

  • Matric or a relevant tertiary qualification.

• Experience:

  • Minimum of 3 years in the financial services industry.

• Skills & Competencies:

  • Strong computer literacy (Word, Excel, Outlook, PowerPoint).

  • Excellent verbal and written communication skills.

  • Strong analytical and logical reasoning.

  • Customer-focused with a strong desire to provide superior service.

  • Diplomatic, empathetic, and tactful approach to client interactions.

  • Knowledge of pension fund administration and relevant legislation (Superfund product knowledge is a plus).

  • Experience with Old Mutual Compass, EMS, and AWD/Chorus advantageous.

Why Join Old Mutual?

Old Mutual offers a collaborative work environment where your contributions make a real impact. You’ll join a team dedicated to delivering exceptional financial solutions and championing mutually positive futures every day. As part of Old Mutual, you’ll also benefit from career development opportunities and a supportive culture.

Find similar jobs at:
https://careerjunctionza.co.za/jobs/

Top CV Tips for This Role

1. Highlight Financial Services Experience: Showcase your experience in financial services, especially roles where you handled client interactions and complex queries.

2. Emphasize Communication Skills: Demonstrate your ability to communicate effectively both verbally and in writing. Use specific examples of resolving customer issues.

3. Showcase Technical Proficiency: List your computer literacy clearly, particularly your experience with MS Office and any relevant systems like Compass, EMS, and AWD/Chorus.

4. Focus on Problem-Solving: Highlight instances where you managed ambiguity or resolved complex cases independently.

5. Include Leadership & Mentorship: If you have mentored junior staff or supported management with escalations, make sure to include this to illustrate leadership qualities.

Company Website:
https://www.oldmutual.com/