Client Relations Consultant
Core
Subject matter expert in client services/administration/product/process supporting offshore sales specialists to grow market share and resolve complex client queries.
Role type
Senior IC Client Relations Consultant (Financial Services)
Builds
Client onboarding, disbursements, and end-to-end finalization of client instructions, queries, or complaints.
Domain
Financial Services / Offshore Investments
Deliverable
client delivery
Required skills
Accounting, Data Analysis, Database Reporting, Data Interpretations, Numerical Aptitude, Regulatory Compliance (FICA, FAIS, AML/FATCA/CRS), Process Optimization, Project Delivery
Preferred skills
International Business knowledge, Offshore investments knowledge, Old Mutual product/process knowledge
Technologies
Database Reporting, Digital Literacy
Responsibilities
Resolve technical and complex client queries ensuring first-time resolution; Support offshore sales specialists in growing and retaining market share; Manage client onboarding and disbursements; Liaise with Compliance, Risk, and Operations for remediation activities; Act as escalation point and expert resource for major projects; Ensure adherence to regulatory requirements and business practices.
Seniority
Mid-level, hands-on IC