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Operations Officer – Client Servicing Job at Old Mutual Uganda | Apply Now
Kampala, Uganda
Full Time
Are you looking for Administrative jobs in Uganda 2025 today? then you might be interested in Operations Officer – Client Servicing Job at Old Mutual Uganda
About the Organisation
Old Mutual is a leading financial services company with a mission to help individuals and businesses achieve their financial goals and secure their futures through innovative and sustainable financial solutions. With over 175 years of experience, the company is renowned for its strong reputation, trusted by millions of customers worldwide, and recognized for its excellence in insurance, investments, and retirement services. Old Mutual's work culture emphasizes collaboration, diversity, and continuous development, offering employees a dynamic environment with opportunities for growth, learning, and career advancement.
The company provides flexible work arrangements and a range of job opportunities across various sectors, promoting a supportive and inclusive workplace. Founded in South Africa in 1845, Old Mutual has evolved into a global financial powerhouse, with a presence in over 30 countries across Africa, Asia, and the Americas. The company operates a customer-centric business model that focuses on leveraging innovation, technology, and data to create personalized financial solutions. Old Mutual’s size and reach enable it to cater to a broad spectrum of clients, from individuals to businesses, across multiple sectors. Its core values—integrity, accountability, respect, and professionalism—guide all its operations and interactions.
Through its corporate social responsibility initiatives, Old Mutual invests in community development, education, health, and environmental sustainability. For more information, visit the official website at www.oldmutual.com.
Job Title
Operations Officer – Client Servicing Job at Old Mutual Uganda
Old Mutual Uganda
Job Description
Operations Officer – Client Servicing
Company: Old Mutual Uganda
Location: Uganda
Role Purpose:
As a key member of the financial management team, the Operations Officer – Client Servicing is responsible for ensuring the smooth delivery of operational services to clients. The role focuses on transaction processing, client engagement, compliance, and operational efficiency to support the investment operations of the organization.
Duties, Roles and Responsibilities
1. Transaction Processing
Execute and settle creation and liquidation orders
Manage client data and ensure accurate investment documentation
2. Fund Reconciliations
Perform daily fund balance reconciliations to ensure accuracy
3. Compliance & Risk Management
Ensure adherence to regulatory frameworks and internal controls
Implement AML, KYC, and sanctions compliance procedures
Escalate any unusual or suspicious activity to the Risk & Compliance Office
4. Operational Oversight
Oversee daily operational workflows
Coordinate with custodians and resolve operational issues
5. Reporting & Analysis
Prepare operational performance reports
Analyze metrics to identify trends and areas for improvement
6. Client Relationship Management
Respond to client queries and deliver timely support
Maintain effective communication with both internal and external stakeholders
7. Record Keeping & Documentation
Maintain accurate and up-to-date investment records and documentation
8. Process Optimization
Identify and implement opportunities to streamline operations
Drive improvements in system utilization and workflow efficiency
9. Systems Management
Update and maintain the operations system
Identify gaps and carry out system-based reconciliations
10. Compliance Execution
Conduct customer due diligence (CDD), ongoing and enhanced due diligence
Maintain high data quality and monitor for AML or compliance breaches
11. Other Duties
Perform any other tasks assigned as required by business needs
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SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Bachelor’s Degree in Business Administration or Finance (Required)
Skills & Competencies
Core Skills:
Analytical Thinking
Client Service & Relationship Management
Risk & Compliance Awareness
Operational Control & Metrics
Regulatory Knowledge (KYC, AML, CDD)
Process Improvement & Systems Management
Competencies:
Action-Oriented
Collaborative
Effective Communicator
Strong Decision-Making
Financial Acumen
Accountable and Trustworthy
Able to Manage Complexity
How to Apply
Application Deadline: 05 August 2025, 23:59
About Old Mutual Uganda
Old Mutual Uganda is part of the Old Mutual Group, a leading financial services provider in Africa. We’re committed to creating positive futures for our clients through innovation, integrity, and exceptional customer service.
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