Operations Officer - Client Servicing - OMIG job at Old Mutual
Posted by: great-volunteer
Posted date: 2025-Jul-25
Location: Uganda, Kampala
Operations Officer - Client Servicing - OMIG 2025-07-24T13:24:04+00:00 Old Mutual https://cdn.ugashare.com/jsjobsdata/data/employer/comp_3231/logo/Old%20Mutual.png https://www.uapoldmutual.co.ug/ FULL_TIME Uganda Kampala 00256 Uganda Financial Services Management 2025-08-05T17:00:00+00:00 Uganda 8 Take lead on delivering services to customers as part of a financial management team Responsibilities Executing and settling creations and liquidations, managing client data, and handling investment-related documentation. Reconciling Fund balances on a daily basis - Compliance and Risk Management:
Ensuring adherence to regulatory requirements, internal policies, and operational guidelines. Monitoring operational processes, managing relationships with custodians, and resolving operational issues. Preparing reports on operational activities, analyzing operational metrics, and identifying areas for process improvement. - Client Relationship Management:
Interacting with internal and external clients to address queries, resolve issues, and provide support. - Record Keeping and Documentation:
Maintaining accurate records of transactions, investment data, and other relevant documents. Identifying opportunities to streamline workflows, enhance efficiency, and improve technology utilization. - Operations systems management
Updating the operations system, identification of gaps and areas of improvement and system related reconciliations. - Responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
- Any other duties as maybe assigned.
Skills Analytical Thinking, Budget Preparation, Client Relations, Client Relationship Management, Client Service, Customer Due Diligence (CDD), Due Diligence, Enhanced Due Diligence, Ensure Compliance, External Clients, Identifying Opportunities, Know Your Customer (KYC), Operating Systems (OS), Operational Activities, Operational Control, Operational Metrics, Operations Processes, Process Improvements, Recordkeeping, Regulatory Requirements, Relationship Management, Risk Compliance, Risk Management, Systems Management Competencies Action OrientedCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity Education Bachelors Degree (B): Business Administration (Required), Bachelors Degree (B): Finance (Required) JOB-688233f4b9812 Vacancy title:
Operations Officer - Client Servicing - OMIG Jobs at:
Old Mutual Deadline of this Job:
Tuesday, August 5 2025 Duty Station:
Uganda | Kampala | Uganda Summary
Date Posted: Thursday, July 24 2025, Base Salary: Not Disclosed JOB DETAILS: Take lead on delivering services to customers as part of a financial management team Responsibilities Executing and settling creations and liquidations, managing client data, and handling investment-related documentation. Reconciling Fund balances on a daily basis - Compliance and Risk Management:
Ensuring adherence to regulatory requirements, internal policies, and operational guidelines. Monitoring operational processes, managing relationships with custodians, and resolving operational issues. Preparing reports on operational activities, analyzing operational metrics, and identifying areas for process improvement. - Client Relationship Management:
Interacting with internal and external clients to address queries, resolve issues, and provide support. - Record Keeping and Documentation:
Maintaining accurate records of transactions, investment data, and other relevant documents. Identifying opportunities to streamline workflows, enhance efficiency, and improve technology utilization. - Operations systems management
Updating the operations system, identification of gaps and areas of improvement and system related reconciliations. - Responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
- Any other duties as maybe assigned.
Skills Analytical Thinking, Budget Preparation, Client Relations, Client Relationship Management, Client Service, Customer Due Diligence (CDD), Due Diligence, Enhanced Due Diligence, Ensure Compliance, External Clients, Identifying Opportunities, Know Your Customer (KYC), Operating Systems (OS), Operational Activities, Operational Control, Operational Metrics, Operations Processes, Process Improvements, Recordkeeping, Regulatory Requirements, Relationship Management, Risk Compliance, Risk Management, Systems Management Competencies Action OrientedCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity Education Bachelors Degree (B): Business Administration (Required), Bachelors Degree (B): Finance (Required) Work Hours: 8 Experience in Months: 12 Level of Education: bachelor degree Job application procedure Interested in applying for this job? Click here to submit your application now
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