645 Client Relationship jobs in South Africa

We are seeking a
Client Relationship Consultant
to join our client's team.

• The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our client's existing private clients that form part of the Wealth Team's allocated client book.
• The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.
• The CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business.

Responsibilities

• Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
• Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
• Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company's set timelines.
• Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures.
• Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines.
• Full and proper use of the Company's CRM package.
• Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.
• Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.
• Assistance in attending to any outstanding requirements to complete any deal.
• Understanding all Company's products in order to assist clients in terms of their queries.
• Ensure that the Company is always compliant with regards to the regulations of the Financial Services Board and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's and the FSB's guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly.

Requirements

Minimum qualifications

• Tertiary qualification (3-year degree) in a finance/commerce related field of study.
• 3-5 years' experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.
• Valid driver's license.

Preferred qualifications

• 5+ years' experience in the industry.
• Postgraduate Diploma in Financial Planning or studying toward the qualification.
• Written and passed the Representative (RE5) exam.

Knowledge and skills required

• A sound understanding and working knowledge of investment and fiduciary services in the marketplace.
• Rapid learning ability to understand and grasp the client's business model and the products and services offered within the Group.
• Awareness and cognisance of competitor activities and offerings.
• Computer literate and technologically savvy.

Benefits

• Salary: R R20 000 basic

Warwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.

Furthermore, this role would require due care, skill and experience with regards to the submission of lump sum investment paperwork and mandates. They are also responsible for the servicing of all our existing private clients of Warwick that form part of the Wealth Specialist team that they work for. They provide first class service to all Warwick's clients and as such increase the Company's market share in the area of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.

This role will be based our Melrose Arch, Johannesburg Regional Office. Suitable candidates must meet all qualifying criteria and be suitably located in terms of where they reside.

Candidates will require a suitable tertiary qualification and must have a minimum of 3 years' experience in investment focused wealth administration and client relationship management.

Remuneration consists of a market competitive basic salary and a monthly Deliverables bonus potentially commensurate to their basic salary, based on Team performance.

Warwick Wealth is a designated employer and is committed to the pursuit of excellence, diversity and redress in achieving its equity targets in accordance with a defined employment equity plan.

Client Success Manager

We are recruiting for a Client Success Manager to join our client's dynamic team based in Kempton Park, Gauteng. The ideal candidate will have a passion for client engagement, a proactive approach to service delivery, and the ability to strengthen long-term client relationships through structured communication and strategic touchpoints. This role requires balancing service excellence with business growth opportunities.

Minimum Requirements:

• Grade 12 or a relevant NQF Level 4 qualification.
• A minimum of 2–3 years' experience in client relationship management, customer service or digital engagement.
• Proficiency in CRM systems and digital communication tools.
• Experience managing client feedback and online engagement platforms.
• A sales or target-driven background will be advantageous.
• Proficiency in Microsoft Office Suite.

Roles and Responsibilities:

Client Engagement:

• Maintain consistent communication with clients through multiple platforms to ensure a seamless experience across their journey.
• Conduct structured follow-ups at various touchpoints to enhance satisfaction, retention, and loyalty.
• Engage with clients who have completed their journey to promote long-term satisfaction and potential re-engagement.

Relationship Development:

• Identify opportunities for additional client support, cross-selling, or referrals.
• Collaborate with internal teams to resolve client concerns quickly and professionally.
• Manage and respond to client feedback to identify areas for improvement and innovation.

Reporting & Insights:

• Track engagement metrics and prepare detailed performance reports for management review.
• Provide data-driven insights to improve the client experience and optimise retention strategies.

Operational Excellence:

• Support marketing and communications initiatives through client insights and feedback.
• Contribute to continuous process improvements to enhance overall client service delivery.
• Ensure all interactions align with company policies, service standards, and ethical practices.

Closing Date:

Submissions for this vacancy will close on 21 October 2025 however, CVs may still be submitted until 13 November

Please Note:

Thank you for submitting your CV to Marvel Placement Consultants. We value your application and strive to respond to each applicant. However, should your application be successful, we will be in contact with you. If you do not hear from us within two weeks of application, please consider your application unsuccessful. We will, however, keep your details on our database for future opportunities.

PoPI Act:

Marvel Placement Consultants adheres to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive."

For more information please contact:

Consultant ZS

Job description

We serve our clients with excellence, faith-alignment, and strategic foresight across tax planning, investments, wealth strategy, and financial clarity. Our work is rooted in trust, service, and divine abundance. We are now seeking a Client Relationship Manager — a person of warmth, confidence, and precision — to be the bridge between our firm and the souls we serve.

Mission of This Role

To be the Gatekeeper of Relationships — transforming client inquiries into long-term partnerships and helping clients feel seen, understood, and supported on their financial journey.

Your Core Responsibilities

Client Service (40%)

• Proactively follow up with existing clients to offer check-ins and identify opportunities for deeper engagement.
• Support the onboarding of new clients, coordinating both internal and client-facing deliverables.
• Respond to inbound client requests with warmth, speed, and clarity.
• Ensure clients feel cared for, confident, and connected to our mission.

Sales (60%)

• Follow up with inbound leads and prospects; schedule and confirm strategy calls.
• Support our CEO, by following up on warm leads and assisting in closing new relationships.
• Present our firm's services and investment offerings with confidence, clarity, and integrity.
• Develop and implement light outbound prospecting campaigns (email, LinkedIn, referrals).

Your Attributes

• Warm, friendly, and service-driven — people feel safe and heard with you.
• Excellent communication in spoken and written English
• Confident in sales and nurturing high-trust, high-value client relationships
• Organized, proactive, and consistent in follow-up.
• Spiritually grounded or open — aligned with working in a faith-rooted, purpose-driven firm.

Requirements

• Comes from the investment or wealth management world, with a solid understanding of financial strategy.
• CA(SA) or Master's in Accounting (or equivalent qualification).
• 2+ years of experience in sales or client service, ideally within finance, investments, or advisory environments.
• Skilled with CRMs, email follow-up tools, and Google Workspace.
• Able to work U.S. hours for at least 4–5 hours per day.
• Fast, reliable internet and a quiet workspace.
• A can-do attitude with strong relationship-building and management skills.

Why Join Us?

• Work with a fast-growing firm built on faith, trust, and sacred service.
• Make a real difference in people's financial and spiritual lives.
• Be part of something that blends excellence with purpose.
• Enjoy a flexible, work-from-anywhere arrangement.
• Grow into leadership and long-term impact.

Job Type: Full-time

Work Location: Remote

Purpose of the position

The Client Relationship Officer (CRO) is key to delivering exceptional and consistent client experience, acting as the main point of contact for all operational and service matters across a portfolio of institutional clients and consultants. Based within the Client Management Team, the CRO works closely with other Operations teams and internal stakeholders. This is a hands-on role that focuses on day-to-day execution, resolving issues, and maintaining ongoing client engagement, with support from the Team Manager.

Key responsibilities of the position

• Client Service and Relationship Management

o Act as the primary contact for all operational and service-related client requests and queries.

o Build and maintain trusted relationships with clients by delivering on commitments.

o Proactively identify client needs and expectations, using feedback and service insights to recommend and implement improvements that enhance the overall client experience.

o Escalating critical client feedback to manager for immediate resolution.

• Case Management System

o Responsible for tracking, monitoring and resolving all client queries in the case management system ensuring SLA compliance.

o Responsible for first time resolution of queries and coordination of resolution with subject matter experts when necessary to prevent SLA violation.

o Escalate complex issues when necessary while ensuring clients receive timely updates and resolutions meeting SLA.

o Support the team in enhancing the system by assisting with the review and maintenance of case categories, SLAs, and workflow processes.

o Collaborate with the Manager to implement improvements as the system matures, ensuring alignment with client service needs.

o Contribute to the effective use of the system by identifying inconsistencies or inefficiencies and assisting with the role out of the system changes.

o Maintain accurate and complete case data to enable reliable reporting, tracking, and insights that support excellent client service delivery.

• Onboarding and Transitions

o The primary point of contact for clients during onboarding, driving the onboarding timeline to ensure adherence to SLA and a smooth transition for new clients

• Client Data and CRM System

o Ensure that client information maintenance is completed in the system as detailed in team procedures.

o At all times maintain accurate, up-to-date client records and interaction logs in the CRM system.

o Track all client interactions and feedback in the CRM system to identify service improvement opportunities.

• Client Reporting and Audits

o In partnership with finance, dispatch client fee invoicing, resolving any issues and follow-ups ensuring revenue protection.

o Responsible for supporting client audit processes by providing requested information and timely and accurate responses to ensure client compliance.

o Responsible for the generation and delivery of client ad hoc and bespoke reporting as needed.

• Client Meetings and Presentations

o Support the preparation for client review meetings.

o Over time, take ownership of hosting service review meetings.

o Support in providing data or presenting to clients when requested.

• Collaboration and Cross-Functional Engagement

o Work closely with internal teams, such as Portfolio Management, Sales, Compliance, Client Operations and Client Reporting, to ensure seamless delivery of services and support.

o Assist with internal projects aimed at process improvement and client experience enhancements.

• Process and Risk Management

o Ensure process documentation is current and adhered to.

o Contribute to continuous improvement initiatives and digital transformation projects.

Qualifications

• Relevant tertiary qualifications (e.g. Finance, Investment, Commerce, Accounting).

Knowledge and experience required

• 3-5 years of experience in client services, relationship management or a related operational role.
• In-depth understanding of asset management, including various asset classes, investment strategies, and risk management.
• Familiarity with the regulatory environment and compliance requirements for asset management firms.
• Awareness of industry trends and emerging technologies in client experience and relationship management.
• Proficiency in Microsoft Office Suite, particularly Excel, Outlook, PowerPoint, Planner, and SharePoint Online.
• Experience with Charles River, Hiport, Infostore etc
• Experience with CRM systems, such Microsoft Dynamics 365, is a plus.
• Familiarity with reporting systems and data visualization tools like Power BI, or similar platforms is a plus.

Key competencies and behaviours

• Has an exceptional ability to grow relationships and build rapport with clients and team members alike.
• Excellent communication (verbal and written), interpersonal, and relationship-building skills.
• Strong problem-solving and analytical abilities.
• Ability to work independently and as part of a team.
• Ability to work collaboratively with internal teams and external clients.
• Detail-oriented and highly organized.
• Adaptable and able to manage multiple tasks and priorities.
• Highly dynamic thinker that can take responsibility and have patience to deal with complex queries.
• Comfortable with learning to use new software and adopt new technologies.
• Is flexible and innovative in their ability to offer unique yet practical solutions to clients.

Recruitment process:

Selected candidates will need to attend a series of competency-based interviews/activities and a psychometric assessment.

Company Overview:

At the Law Office of Parag L. Amin, P.C. ("LawPLA"), we pride ourselves on fostering a team and collegial culture of growth, collaboration, and excellence. As a rapidly expanding firm, we are committed to providing exceptional legal services while maintaining a supportive and inclusive work environment that values our people and our results. We believe in the power of teamwork and continuous improvement, and we are dedicated to investing in the personal and professional development of our employees. This will be an incredible and fulfilling opportunity for the right person.

About the Role

We're looking for a Client Relationship Coordinator who thrives on genuine connection, empathy, and proactive communication. This role is focused on nurturing current and past client relationships, ensuring every client feels valued, heard, and supported—even long after their case has closed.

The ideal candidate is polished, personable, and detail-oriented. You need to be comfortable on the phone, confident in video calls, and able to represent the firm's professionalism with warmth and sincerity. While the primary focus is client relationship management, this full-time position also supports executive and marketing functions as needed.

This is a full-time, remote position and we welcome applications from individuals located in different countries who are committed to service and excellence. This position requires an individual to have their own computer, workspace and high-speed internet connection in order to carry out the role effectively.

Please be sure and read the entire job post in order to get all the detailed instructions on how to submit a complete application. Only applicants who complete all the steps will be considered.

Company Video About Us:

Our Core Values:

At the LawPLA, our core values are the principles that guide our approach, define our culture, and drive our success. These values are the foundation upon which we build our relationships with our teammates, our clients, and our community. These values reflect who we are and who we aspire to be. Our core values are: Growth, Integrity, Value, Accountability, Proactivity, Results, Dependability, Service.

Key Responsibilities

• Build and maintain strong, positive relationships with current and former clients through consistent outreach and follow-up.
• Execute personal touch marketing initiatives and various client appreciation outreach activities.
• Conduct client check-in calls to ensure satisfaction, gather feedback, and identify opportunities to improve service.
• Coordinate post-case follow-ups with former clients to ensure continued satisfaction and identify potential future needs.
• Support strategies to retain and expand client relationships through excellent service and consistent communication.
• Respond to client inquiries via phone and email, providing thoughtful, timely, and solutions-oriented responses.
• Document all interactions in the firm's CRM and ensure client information remains accurate and up to date.
• Collaborate with attorneys and staff to coordinate client deliverables and ensure exceptional client experience.
• Assist with other administrative or marketing projects as needed.

Qualifications & Skills

• 3+ years of professional experience in client relations, customer success, account management, or executive assistant roles (professional services or legal industry experience preferred).
• Fluent to the extent of a native speaker in both spoken and written English.
• Outstanding communication skills—verbal, written, and interpersonal.
• Comfortable engaging with business owners, executives, and professionals with poise and empathy.
• Highly organized with excellent follow-through and attention to detail.
• Tech-savvy and experienced using Microsoft Office Suite and CRM systems and productivity tools
• A self-starter with a proactive mindset, able to work independently in a fully remote environment.
• Reliable, professional, and committed to delivering exceptional service.

Compensation and Benefits:

• Pay rate of $8-$0 USD per hour, equivalent to approximately 1,280 - 1,600 per month, commensurate with experience and qualifications.
• Opportunities for incentive compensation based on individual and team achievements.
• Vacation and paid time off policy to support work-life balance after probationary period of 90 days is completed.
• Supportive and collaborative work environment

Work Arrangement:

Working hours from 9 am to 6 pm (PST), accommodating the time zone difference with the US-based team and clients.

How to Apply:

In order to be considered for this position, each applicant is required to submit a short video introducing themselves and answer the following two questions: why you are the best person for the job and which one of the firm's Core Values resonate with you the most and why. Email a link to that video along with a copy of your resume to careers @ This email you send with your application materials should have a subject line that reads: "Client Relationship Coordinator – Last Name, First Name – Country" with your last and first name and the country you are applying from filled in.

If you've read this entire job post, you have all the instructions needed to submit a full application. If you're someone who loves building relationships, pays attention to details that make clients feel valued, and want a position where hard work is rewarded and you have an opportunity to grow, we look forward to hearing from you

Job Type: Full-time

Pay: R139,39 - R174,24 per hour

Expected hours: 40 per week

Work Location: Remote

Role:

Company Overview:

At the Law Office of Parag L. Amin, P.C. ("LawPLA"), we pride ourselves on fostering a team and collegial culture of growth, collaboration, and excellence. As a rapidly expanding firm, we are committed to providing exceptional legal services while maintaining a supportive and inclusive work environment that values our people and our results. We believe in the power of teamwork and continuous improvement, and we are dedicated to investing in the personal and professional development of our employees. This will be an incredible and fulfilling opportunity for the right person.

About the Role

We're looking for a
Client Relationship Coordinator
who thrives on genuine connection, empathy, and proactive communication. This role is focused on nurturing current and past client relationships, ensuring every client feels valued, heard, and supported—even long after their case has closed.

The ideal candidate is polished, personable, and detail-oriented. You need to be comfortable on the phone, confident in video calls, and able to represent the firm's professionalism with warmth and sincerity. While the primary focus is client relationship management, this full-time position also supports executive and marketing functions as needed.

This is a full-time, remote position and we welcome applications from individuals located in different countries who are committed to service and excellence. This position requires an individual to have their own computer, workspace and high-speed internet connection in order to carry out the role effectively.

Please be sure and read the entire job post in order to get all the detailed instructions on how to submit a complete application. Only applicants who complete all the steps will be considered.

Company Video About Us:

Our Core Values:

At the LawPLA, our core values are the principles that guide our approach, define our culture, and drive our success. These values are the foundation upon which we build our relationships with our teammates, our clients, and our community. These values reflect who we are and who we aspire to be. Our core values are: Growth, Integrity, Value, Accountability, Proactivity, Results, Dependability, Service.

Key Responsibilities

• Build and maintain strong, positive relationships with current and former clients through consistent outreach and follow-up.
• Execute personal touch marketing initiatives and various client appreciation outreach activities.
• Conduct client check-in calls to ensure satisfaction, gather feedback, and identify opportunities to improve service.
• Coordinate post-case follow-ups with former clients to ensure continued satisfaction and identify potential future needs.
• Support strategies to retain and expand client relationships through excellent service and consistent communication.
• Respond to client inquiries via phone and email, providing thoughtful, timely, and solutions-oriented responses.
• Document all interactions in the firm's CRM and ensure client information remains accurate and up to date.
• Collaborate with attorneys and staff to coordinate client deliverables and ensure exceptional client experience.
• Assist with other administrative or marketing projects as needed.

Qualifications & Skills

• 3+ years of professional experience in client relations, customer success, account management, or executive assistant roles (professional services or legal industry experience preferred).
• Fluent to the extent of a native speaker in both spoken and written English.
• Outstanding communication skills—verbal, written, and interpersonal.
• Comfortable engaging with business owners, executives, and professionals with poise and empathy.
• Highly organized with excellent follow-through and attention to detail.
• Tech-savvy and experienced using Microsoft Office Suite and CRM systems and productivity tools
• A self-starter with a proactive mindset, able to work independently in a fully remote environment.
• Reliable, professional, and committed to delivering exceptional service.

Compensation and Benefits:

• Pay rate of $8-$0 USD per hour, equivalent to approximately 1,280 - 1,600 per month, commensurate with experience and qualifications.
• Opportunities for incentive compensation based on individual and team achievements.
• Vacation and paid time off policy to support work-life balance after probationary period of 90 days is completed.
• Supportive and collaborative work environment

Work Arrangement:

Working hours from 9 am to 6 pm (PST), accommodating the time zone difference with the US-based team and clients.

How to Apply:

In order to be considered for this position, each applicant is required to submit a short video introducing themselves and answer the following two questions: why you are the best person for the job and which one of the firm's Core Values resonate with you the most and why. Email a link to that video along with a copy of your resume to careers @ This email you send with your application materials should have a subject line that reads: "Client Relationship Coordinator – Last Name, First Name – Country" with your last and first name and the country you are applying from filled in.

If you've read this entire job post, you have all the instructions needed to submit a full application. If you're someone who loves building relationships, pays attention to details that make clients feel valued, and want a position where hard work is rewarded and you have an opportunity to grow, we look forward to hearing from you

Customer Relationship Manager

Somerset West | Full-time

Are you a highly organised, professional, and client-focused individual who thrives in a dynamic environment? We are looking for a
Customer Relationship Manager
to join our financial brokerage team. This role is the perfect blend of
reception management, client engagement, and operational support
.

As the welcoming face of our office, you'll ensure clients and visitors enjoy a professional experience while also supporting advisors and management behind the scenes.

What You'll Do

• Be the first point of contact for clients and visitors.
• Manage reception, calls, and client communications.
• Schedule and confirm appointments for Financial Advisors.
• Prepare and maintain client birthday wishes and communications (including Canva designs).
• Assist clients with their life insurance and medical aid application queries, acting on behalf of the broker.
• Support with new business onboarding and client index creation.
• Provide administrative support to the Operations Manager.
• Order and manage stationery supplies.
• Contribute to event and social planning.
• Provide December standby support when needed.

Task Rhythm

Daily:
Appointment scheduling, review prep, birthday wishes, follow-ups, comms with consultants, ad-hoc tasks.

Weekly:
AtWORK CRM updates, life call reviews, open business meetings, Ops Manager check-in.

Monthly:
Client index updates, new business onboarding.

Quarterly:
Stationery checks and orders.

What You'll Bring

• Strong communication and people skills.
• Skilled communicator in
  English and Afrikaans.
• Excellent organisation and multitasking ability.
• Proficiency in Microsoft Office & Canva (CRM/AtWORK experience is a plus).
• Attention to detail with a proactive, problem-solving mindset.
• Previous reception, admin, or financial services experience (preferred).
• Matric (Grade 12) required; additional admin/business qualifications advantageous.

Who You Are

• Professional, reliable, and client focused.
• Friendly, approachable, and a natural team player.
• Adaptable with a "can-do" attitude.
• Able to juggle tasks while maintaining high standards.

Why Join Us?

You'll become a valued part of a
supportive brokerage team
where client service, teamwork, and professionalism are at the heart of everything we do. You'll have the opportunity to grow, learn, and contribute to both the
client experience
and the
operational excellence
of the business.

Ready to take on this exciting role?

Apply today and bring your organisational skills and people-first attitude to our team