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Financial Services Coordinator

1 week ago

Cape Town, Western Cape, South Africa Old Mutual Full time

A Career at Old Mutual

We are dedicated to delivering exceptional customer experiences and driving business growth. Our team of professionals works together to achieve this goal.

About the Job:

This role requires an individual who is passionate about delivering excellent customer service and building strong relationships with customers.

Key Responsibilities:

  1. Data Collection and Analysis: Use data to inform business decisions and drive growth.
  2. Information and Business Advice: Provide expert advice to customers on complex financial products and services.
  3. Document Preparation: Prepare accurate and informative documents for customers and stakeholders.
  4. Insights and Reporting: Generate standard reports to help customers make informed decisions.
  5. Customer Relationship Management / Account Management: Build long-term relationships with customers through regular communication and exceptional customer service.
  6. Financial Advice: Offer comprehensive financial planning and advice services to customers.
  7. Sales: Support customers in achieving their financial goals.
  8. Operational Compliance: Ensure adherence to regulatory requirements and industry standards.
  9. Personal Capability Building: Participate in ongoing training and coaching activities to enhance your skills and expertise.

Requirements:

  • Matriculation Certificate (Matric) (Required)

Why Join Us:

We offer a collaborative work environment, competitive salary package, and opportunities for career growth and development.