SH
Sarah H

1 reviews | Active since Jun 2019

20 Aug 2020, 18:41

Appalling Customer Service from Financial Advisor - OLd Mutual

Dear Old Mutual,

I am appalled by the service I have received from one of your financial advisors called Stefanie from Brooklyn bridge branch. I received her details from my parents as I wanted to get advice on pension options through Old Mutual. She sent through documents to me via email on the 6th of August 2020, and informed me that she was working from home which was fine, however I expected a call before or after receiving those documents to get an explanation of what I would be signing up for as this was my first time looking into options to invest funds for the future but I never got that. I followed up with an email on the 7th of August 2020 because I had a few questions and she called at a time that was not convenient for me so I told her we would communicate at a much more convenient time, as we all work. On the 11th of August 2020, she resent the documents sent to me on the 6th of August with nothing written in the body of the email. On the 18th of August 2020, she sent me a mail stating that she had tried to call me to no avail which was due to me working on a project implementation so I was not available on my cell. On the 19th of August 2020, I emailed the consultant to apologies for missing her call and to thank her for her efforts as I have not been available on my cell and thank her for her efforts. Between the 11th and 18th another Old Mutual consultant offered to assist me and was able to explain the documents that were sent to me as well as advising on the various options I can choose from. At that point I decided to sign the documents and asked the consultant to process them as I wanted to start investing this month. Today, on the 20th of August 2020, I received a mail from Stephanie stating that we can make arrangements to meet or I send through the forms. I responded and informed her that I had been assisted by another consultant and thanked her for her time and effort. This is were is gets disappointing.... her response was as follows: " Can you believe that I send you the documents and you don’t want to talk to me and go behind y back". What type of response is this to a client?? behind who's back exactly? Sending documents and verbally communicating with a client are two different things. If her customer service was great from the get-go and she responded to my query the first time I contacted her maybe the outcome would have been different. Her response came across as though I am doing her a favor. Is this how clients are treated and spoken to? I responded to her and informed her of the decision I have made and I can choose any consultant to assist me if I want to. (I am the customer at the end of the day and if someone is willing to help me timely, then why not?)Customer delight and effective communication is imperative whether be it via mail or cell when it comes to dealing with clients and I did not receive that from this consultant. She went further to send the following email: "Just go to , I was under lockdown and still is when I want to talk to you your where not answering on busy so accusing me of that .Yes you can go and never come back". WOW what a response from a person who is supposed to have assisted me with my policy and I am being spoken to like this? Are these the types of people Old Mutual hires to assist client? responding to client emails in this manner? Honestly, if i wasn't assisted by a different consultant I would have taken my money to a different institution that would be willing to communicate in a polite manner even if I am assisted by others. I don't know how things work at Old Mutual but such behavior from a consultant is unprofessional. I am so disappointed from the service I got from Stephanie. It's shocking.

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Replies (1)
Old Mutual
Old Mutual's reply21 Aug 2020, 15:56
Official
Dear Sarah Hamoya
I acknowledge receipt of your complaint. We are sorry to hear of your service experience.
This matter will be investigated and I will be in contact with you.

Regards

Brent Sellidon
Old Mutual Complaints Management