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Introduction

A well-established company in the Financial Services sector, based in Rustenburg, is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction and driving business growth.

Recruiter: People Dimension

Job Ref: 598963968

Date posted: Thursday, May 22, 2025

Location: Rustenburg, South Africa

Summary:

Position Info:

A well-established company in the Financial Services sector, based in Rustenburg, is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction and driving business growth.

Duties & Responsibilities

Client Engagement:

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.
• Attend client meetings

Preparation & Maintenance of Client Files:

• Ensure completeness of client file/data gathering.
• Confirm risk profile is determined and updated.
• Check all compliance paperwork is present.
• Prepare and coordinate review documentation including financial planning and portfolio reviews.
• Review investment portfolios, asset allocation, risk profiles, etc.
• Identify areas for planning and carry out technical calculations.
• Prepare information/comparisons for analysis by Financial Planners.
• Liaise with clients' legal and tax advisers (if applicable).
• Produce clear, technically accurate, compliant, and concise Financial Plans
• Maintain and update client records and profiles on a continuous basis.

Implementation of Recommendations:

• Make changes to clients' investments as instructed.
• Ensure agreed action points are actioned.
• Liaise with the administration team to process recommendations.

Client Onboarding:

• Manage the onboarding process for new clients, ensuring a smooth transition.
• Gather and verify client information and documentation.
• Set up client accounts and ensure all necessary paperwork is completed.

Client Retention:

• Monitor client satisfaction and proactively address any concerns.
• Implement strategies to retain clients and enhance their loyalty.

Compliance and Documentation:

• Ensure all client interactions and transactions comply with regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies.

Desired Experience & Qualifications

Skills and Qualifications:

• At least 5 years of experience working as a Client Relationship Manager
• At least 3 years of experience working within a financial planning environment
• Proficient in Microsoft Word, Excel, and electronic diary management
• Advanced Excel skills
• Excellent technical knowledge of Financial Services Products
• Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap, and Astute)
• Highly organized, methodical, analytical, and disciplined.
• Excellent communicator (both verbal and written).
• Ability to assimilate technical information into an understandable format for clients.
• Shows initiative and takes personal responsibility for completing tasks.
• Able to work within defined business processes.
• Able to work under pressure.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritize and plan own workload.

Package & Remuneration

Salary:

• R 15 000 - R 25 000 CTC pm.

Benefits:

• Competitive salary
• Medical Aid Contribution
• Group Cover
• Retirement Contribution
• Opportunities for professional development
• A supportive and collaborative work environment

Interested?

Please forward your CV to

• Mid-Senior level

• Full-time

• Sales and Business Development

• Advertising Services

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Job Description: We are seeking a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join our team. The successful candidate will work alongside our Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with our clients, ensuring their satisfaction, and driving business growth.

Key Responsibilities:

Client Engagement:

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.
• Attend client meetings

Preparation & Maintenance of Client Files:

• Ensure completeness of client file/data gathering.
• Confirm risk profile is determined and updated.
• Check all compliance paperwork is present.
• Prepare and coordinate review documentation including financial planning and portfolio reviews.
• Identify areas for planning and carry out technical calculations.
• Prepare information/comparisons for analysis by Financial Planners.
• Liaise with clients' legal and tax advisers (if applicable).
• Produce clear, technically accurate, compliant, and concise Financial Plans
• Maintain and update client records and profiles on a continuous basis.

Implementation of Recommendations:

• Make changes to clients' investments as instructed.
• Ensure agreed action points are actioned.
• Liaise with the administration team to process recommendations.

Client Onboarding:

• Manage the onboarding process for new clients, ensuring a smooth transition.
• Gather and verify client information and documentation.
• Set up client accounts and ensure all necessary paperwork is completed.

Client Retention:

• Monitor client satisfaction and proactively address any concerns.
• Implement strategies to retain clients and enhance their loyalty.

Compliance and Documentation:

• Ensure all client interactions and transactions comply with regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies.

Skills and Qualifications:

• At least 5 years of experience working as a Client Relationship Manager
• At least 3 years of experience working within a financial planning environment
• Proficient in Microsoft Word, Excel, and electronic diary management
• Advanced Excel skills
• Excellent technical knowledge of Financial Services Products
• Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap etc)
• Highly organized, methodical, analytical, and disciplined.
• Excellent communicator (both verbal and written).
• Ability to assimilate technical information into an understandable format for clients.
• Shows initiative and takes personal responsibility for completing tasks.
• Able to work within defined business processes.
• Able to work under pressure.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritize and plan own workload.
• Medical Aid Contribution
• Group Cover
• Retirement Contribution
• Opportunities for professional development
• A supportive and collaborative work environment

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

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Build relationships with the Employers:

• Daily servicing of employers
• Checking monthly employee schedules for accuracy
• Assisting with any issue an Employer may have around the membership of their employees on the cover.
• Provide monthly interaction with the client.
• Building ongoing relationships with key stakeholders at clients
• Perform any other task entrusted by Management.

Provide customer care support to members/companies:

• Provide customer care support to members/companies.
• Assist with all forms of enquiries from customers and management (telephonic and email)
• Be responsible along with other teammates for the inbound calls for all lines assigned to Group Schemes.
• Assist with the Please Call Me numbers.
• Ensure that the necessary departmental reporting is adhered to.
• Provide support and assistance to the Sales Executives and Take on Team.

• Assist any member with any query or claim that may be received by the department, follow up and provide feedback to the relevant party. Ensuring that treating customers fairly is adhered to at all costs.

Conduct general administrative duties:

• Be assigned and responsible for an assigned group of companies dealing with interalia:
• Ensuring that New Companies are captured correctly on CRM.
• Maintenance of the assigned companies information.
• Compliance with FICA regulations
• Capturing of new member applications and ongoing applications
• Ensuring all the necessary member information is received from the assigned company
• Check that policies are captured correctly and correct any errors
• Confirming new memberships by sending a membership certificate to the Company together with the expected premium.
• Requesting membership packs from fulfilment and ensure all information is accurately reflected.
• Responsible for delivering the Welcome packs to the company
• Notify Finance of any new members, member additions or cancellations for the companies
• Ensure that membership movements are correctly received by the various Providers (PPN,Mediscor, DRC, Specsavers).
• Responsible for all necessary communication is sent to the assigned company contact.
• Regular contact with assigned company contacts doing general PR calls.
  • Ensure that your assigned companies are fully compliant and that the required monthly premiums are paid timeously
  • Conduct general administrative duties.
  • Perform any other task entrusted by Management.
  • 
    
  • Required Qualifications:
  • • Matric

    Essential Requirements:

    • Fluent in Afrikaans and English
    • Excel Skills
    • Proficient in written communication skills

    Essential Experience:

    • 1 year administrative experience
    • Understanding that this role requires you to be confident in speaking and emailing your clients
  • PLEASE NOTE: If you do not receive a response within two weeks of applying, please consider your application unsuccessful for this particular role.

As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business growth through excellent client services and proactive engagement with both new and existing clients.

Key Responsibilities:

Client Relationship Management:

• Serve as the main point of contact for clients, facilitating communication between internal teams and the wider Group.
• Act as an escalation point for client concerns and assist in resolving any issues.
• Build and maintain strong client relationships.
• Maintain and update the CRM system, ensuring accurate client information is captured. Advocate for optimal use of the CRM system for all client communications.
• Represent the company at industry events as required.

Business Development Support:

• Assist with preparing presentations for client meetings and pitches, ensuring high-quality deliverables. Strong PowerPoint skills are essential.
• Coordinate with the marketing team to ensure all presentations and proposals adhere to branding guidelines.
• Maintain a library of templates for presentations and proposals.
• Coordinate both virtual (Teams) and in-person meetings, including international meetings.
• Handle the logistics for local and international travel, including flights, accommodations, and meetings for business development and client engagements.
• Organize necessary marketing materials, catering, and other requirements for client meetings.

Executive Support to the CEO:

• Provide comprehensive administrative support to the CEO, including coordinating client engagement activities and business development tasks.
• Filter and respond to client queries and assist with arranging travel, events, and meetings for the CEO.

Team Interaction:

• Execute tasks on behalf of the CEO and represent them on projects and initiatives as needed.
• Provide regular updates to the CEO on project statuses.
• Act as a point of contact in the CEO’s absence, ensuring smooth operations.
• Foster teamwork and uphold company values, ensuring collaboration across divisions and promoting positive morale.
• Identify and implement process improvements to enhance team efficiency.

Ongoing Learning:

• Participate in industry exams to deepen knowledge of the business and better support business development efforts.
• Spend time with various teams to gain insights into workflows and processes, providing valuable feedback to the CEO.

Experience:

• 4-6 years of experience in the investment management or stockbroking industry, with a focus on client services, client engagement, and business development support.
• Advanced proficiency in MS Office, particularly PowerPoint, Excel, and Word.
• Experience working with a CRM system is required.

Qualifications:

• A relevant qualification (ND or Degree in Administration, Finance, or Commerce) is required.

Key Competencies:

• Service-driven with a strong client-centric focus.
• A proactive team player with the ability to work effectively in a team environment.
• Highly organized with excellent time management skills.
• Ownership-driven, reliable, and trustworthy.
• Attention to detail and a focus on accuracy.
• Self-motivated and able to work independently.
• Strong communication skills, both verbal and written.

The Role: Technical Client Relationship Manager

This role focuses on building and maintaining strong client relationships while serving as the technical bridge between customers and the engineering team. You will work closely with clients to understand their operational needs, design workflow solutions, and oversee the implementation and optimisation of their systems. The position requires a blend of technical know-how, strategic thinking, and excellent interpersonal skills.

Key Responsibilities

• Meet with clients to understand and map their operational workflows and business processes

• Design and present customised workflow solutions using project management and collaboration tools

• Collaborate with engineers to develop, adjust, and optimise system builds

• Proactively manage client relationships, ensuring satisfaction and long-term engagement

• Analyse client requirements and translate them into actionable project plans

• Conduct training sessions, workshops, and presentations for client teams

• Monitor system performance and recommend improvements or adjustments

• Support the adoption and integration of platforms, ensuring a smooth user experience

About You

• 5+ years experience in SaaS environments, either client-facing or in operations/project management

Our sales department is looking for a strong team player to join the Dynamic Sales Team for a well-known skin care brand. The successful applicant is required to be independent, self-motivated, self-confident, driven, and display punctuality, accuracy, and a spirit of innovation. This position is based in Hillcrest, Kwazulu-Natal.

1. Servicing existing stockist
2. Opening new accounts
3. Administration
4. Driving and achieving sales objectives
5. Setting up budgets
6. Monthly Reports
7. Build, maintain and nurture client relationships

1. Exceptional negotiation skills
2. Ability to build positive working relationships, both internally and externally
3. Solid understanding of skin care and regulatory requirements and issues
4. Ability to perform under pressure
5. Excellent customer skills
6. Consultative selling skills
7. Ability to adapt easily
8. Self-Driven & Self-Motivated

Qualifications:

1. Matric
2. Qualified Skin Care Therapist or National Diploma in Somatology Advantageous
3. Relevant National Diploma or Degree

Experience:

1. Minimum 3-5 years’ experience working in the skin care industry
2. Minimum 3 years sales experience – Essential

Requirements: Valid driver’s licence and own reliable vehicle essential