QSSU – OMIG-CRA– CLIENT RELATIONS ASSISTANT

About this job:

Q-Sourcing Limited trading as
Q-Sourcing Servtec is a Manpower management solutions firm operating in the
East African Region in the countries of Uganda, Kenya, Tanzania, Rwanda, and
South Sudan.

Our client OLD MUTUAL INVESTMENT
GROUP in Uganda, is looking for CLIENT RELATIONS ASSISTANT (MATERNITY COVER) .

1. JOB PURPOSE

The Client Relations Officer manages
client relationships by serving as the primary point of contact for investors,
ensuring timely resolution of queries, requests, and complaints. The role
provides professional support on investment products and transactions while
delivering excellent customer service and ensuring compliance with regulatory
and internal policies.

2. PRINCIPAL ACCOUNTABILITIES.

A. Client Relationship Management

•Serve as the primary liaison between
clients and internal teams, including Operations, Business Development, Risk,
and Compliance.

•Provide personalized and professional
service to high-net-worth individuals, institutional investors, and corporate
clients.

•Build and maintain strong,
trust-based client relationships.

•Ensure prompt handling and resolution
of client queries, requests, and complaints.

•Monitor and ensure timely resolution
of cases logged in the CRM system.

•Handle inbound and outbound call
centre engagements professionally and efficiently.

•Record, track, and manage client
complaints in line with company procedures.

•Provide clients with updates on new
investment offerings, market insights, and company developments.

•Attend to walk-in clients and provide
the required support and guidance.

B. Client Onboarding &
KYC/AML Compliance

•Manage the client onboarding process,
including collection and verification of required documentation.

•Ensure compliance with Know Your
Customer (KYC) and Anti-Money Laundering (AML) regulations and internal
policies.

•Maintain accurate, complete, and
up-to-date client records and documentation.

•Work closely with Compliance and
Legal teams to ensure adherence to regulatory standards and requirements.

C. Operations Support

•Ensure adherence to regulatory
requirements, internal policies, and operational procedures.

•Support client relationship
management activities related to onboarding, deposits, and redemptions.

•Liaise with internal and external
stakeholders to address queries, resolve issues, and provide operational
support.

•Maintain accurate records of
transactions, investment data, and other relevant documentation.

•Identify opportunities to streamline
workflows, improve operational efficiency, and enhance technology utilization.

•Update operational systems regularly,
identify process gaps, and support system reconciliations and improvements.

D. Deposits and Withdrawals

•Process client deposits and
withdrawals accurately and within agreed timelines.

•Ensure all transactions are properly
documented and comply with internal controls and regulatory requirements.

•Follow up on pending transactions and
provide timely feedback to clients and relevant stakeholders.

3. KNOWLEDGE AND EXPERIENCE.

Qualifications: Bachelor’s degree in business administration,
Finance, Economics, or a related field.

Experience: Minimum of 2–3 years’ experience in client relations, customer service,
operations, or investor services within the financial services, banking,
investment management, or related industry.

4. SKILLS AND COMPETENCIES.

•Excellent communication skills
(verbal and written)

•Excellent interpersonal and
relationship-building skills

•High level of professionalism and
integrity

•Strong problem-solving and analytical
abilities

•Attention to detail and accuracy

•Ability to work under pressure and
meet deadlines

•Strong organizational and
time-management skills

•Customer-focused mindset

•Teamwork and collaboration

•Adaptability and flexibility

•Initiative and proactive approach to
work

•Confidentiality and discretion in
handling client information

•Conflict resolution and negotiation
skills

5. ANTI-MONEY LAUNDERING (AML)
EXPECTATION

The incumbent will be 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.

All candidates who meet the criteria
outlined above are encouraged to apply under the job vacancy “ QSSU – OMIG-CRA–
CLIENT RELATIONS ASSISTANT ”.

Application link;

Note :
The deadline for applications is not later than 8:00AM FRIDAY October 23RD,
2026

Only shortlisted applicants will
be contacted.

Q-SOURCING SERVTEC IS AN EQUAL
OPPORTUNITY EMPLOYER. ANY SOLICITATION WILL LEAD TO DISQUALIFICATION .