9 Client Relations Manager jobs in Rustenburg

As the Customer Experience (CX) Team Lead within our outsourcing team, you will play a crucial role in defining and enhancing the support experience for our clients. This position is designed for a results-driven leader passionate about driving excellence and implementing innovative customer service strategies.

Key Responsibilities:

• Leadership and Development: Lead a dynamic team, fostering a culture of continuous improvement, accountability, and high performance. Implement a coaching culture that supports professional growth and development.
• Operational Excellence: Oversee daily operations, ensuring efficiency and effectiveness in meeting service level agreements (SLAs). Identify and mitigate operational risks.
• Training and Empowerment: Develop comprehensive training programs to advance team skills and knowledge. Encourage empowerment and decision-making within the team.
• Culture and Morale: Build a positive team environment that champions company values, encourages collaboration, and supports individual well-being.
• Performance Management: Promote a culture of excellence through regular performance reviews, feedback, and recognition. Drive initiatives that enhance productivity and customer satisfaction.
• Customer Escalations: Handle customer issues with empathy and professionalism, ensuring quick and effective resolutions.
• Innovation and Improvement: Stay informed about industry trends to drive innovation within the team. Lead projects aimed at improving processes and enhancing the customer experience.
• Data Analysis: Utilize customer data to identify trends, inform strategy, and improve service delivery.

Requirements:

• Animal Lover: Must love animals.
• Proven Leadership: Demonstrated ability to lead and develop high-performing teams. Experience in fostering a coaching culture and driving operational excellence.
• Strong Interpersonal Skills: Ability to inspire, motivate, and communicate effectively with team members at all levels.
• Problem-Solving: Exceptional problem-solving skills with the ability to navigate a fast-paced environment.
• Collaboration: Strong collaborative skills, able to work effectively with cross-functional teams to achieve business goals.
• Adaptability: Openness to embrace new challenges and a commitment to continuous learning and improvement.
• Customer-Centric: A strong commitment to delivering outstanding customer service.

The primary purpose of this role is to manage and follow up on sales leads with the aim of finalising the sale. Ensure customers visiting the office are provided with excellent service.

• Generate leads for new business.
• Forward new business, policy administration and claims to JHB office and follow up.
• Follow on work allocated to branch.
• Ensure the office is running professionally.
• Attend to calls and walk-in clients.
• Report on branch expenses.
• Ensure compliance documents are on file.
• ISO operations compliance management.

• Diploma/ Relevant Qualification / Sales experience an advantage.
• Minimum of 3 years Administration experience.
• RE 5 certificate.
• Basic knowledge of insurance advantage.
• Knowledge of the financial industry.
• Computer Literacy (Microsoft Office).
• Planning and organizing.

R pm + Commission

As the Customer Experience (CX) Team Lead within our outsourcing team, you will play a crucial role in defining and enhancing the support experience for our clients. This position is designed for a results-driven leader passionate about driving excellence and implementing innovative customer service strategies.

Key Responsibilities:

• Leadership and Development: Lead a dynamic team, fostering a culture of continuous improvement, accountability, and high performance. Implement a coaching culture that supports professional growth and development.
• Operational Excellence: Oversee daily operations, ensuring efficiency and effectiveness in meeting service level agreements (SLAs). Identify and mitigate operational risks.
• Training and Empowerment: Develop comprehensive training programs to advance team skills and knowledge. Encourage empowerment and decision-making within the team.
• Culture and Morale: Build a positive team environment that champions company values, encourages collaboration, and supports individual well-being.
• Performance Management: Promote a culture of excellence through regular performance reviews, feedback, and recognition. Drive initiatives that enhance productivity and customer satisfaction.
• Customer Escalations: Handle customer issues with empathy and professionalism, ensuring quick and effective resolutions.
• Innovation and Improvement: Stay informed about industry trends to drive innovation within the team. Lead projects aimed at improving processes and enhancing the customer experience.
• Data Analysis: Utilize customer data to identify trends, inform strategy, and improve service delivery.

Requirements:

• Animal Lover: Must love animals.
• Proven Leadership: Demonstrated ability to lead and develop high-performing teams. Experience in fostering a coaching culture and driving operational excellence.
• Strong Interpersonal Skills: Ability to inspire, motivate, and communicate effectively with team members at all levels.
• Problem-Solving: Exceptional problem-solving skills with the ability to navigate a fast-paced environment.
• Collaboration: Strong collaborative skills, able to work effectively with cross-functional teams to achieve business goals.
• Adaptability: Openness to embrace new challenges and a commitment to continuous learning and improvement.
• Customer-Centric: A strong commitment to delivering outstanding customer service.

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.

• 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

• 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.

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

• 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.

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

• 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.

• 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.

• 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

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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:

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

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• 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.

• Collaborate with financial planners to create and update client financial plans.
• Compile client documents and summaries for portfolio management.
• Compile and distribute documentation on request.
• Generate client plans and portfolios.

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

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

1. • Ensure all client interactions and transactions comply with regulatory requirements.
   • Generating and completing of needs internal and external agreements and documentation
   • 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

1. • Maintenance and uploading of client records and profiles on a continuous basis.
   • Maintaining of system information
   • Maintain system integrity and security

• Attend training sessions as required to stay updated on industry practices and regulations.
• Handle inbound and outbound telephone communications professionally.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies to ensure smooth operations.

• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Proficiency in office management software.
• Ability to handle financial transactions and compliance.
• Experience in client service and administrative tasks.