758 Client Relationship Positions jobs in South Africa

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

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

OVERALL PURPOSE
The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential global and local clients. The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

REPORTING RELATIONSHIPS AND LOCATION
The role reports to the Senior Client Relationship Manager in SA. This role will be based in Cape Town or Johannesburg depending on appointment.

WORKING RELATIONSHIPS
This role requires a strong working relationship with the Investment Management team in

Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies. Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

Principal Elements & Accountabilities

• Live the Stonehage Fleming Group and IMSA Team values
• Manage the investment portfolios of an existing book of clients
• Develop and maintain an in depth understanding of all clients' portfolios, activity and needs
• New business development as part of agreed annual team objectives
• Regular communication with your client base to develop/foster strong working relationships
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy
• Conduct analysis and review of client affairs
• Coordinate the take-on of new clients and ensure all compliance requirements have been met
• Draft and oversee investment implementation plans to completion
• Adhere to the operating procedures of the business
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions
• Proactive, timeous, excellent client service
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development
• Actively participate in the overall investment process

Skills

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments
• Working knowledge of SA and offshore tax and compliance requirements
• Excellent communication and inter personal skills (written and verbal)
• Attention to detail

Qualifications And Experience

• Degree in Finance, Investments or related - CFA Charterholder preferred
• Minimum 5+ years' experience in a similar role within the investment industry
• Proven new business capability and strong private client management experience
• Experience in managing offshore and onshore multi-asset class portfolios
• FAIS registered representative

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when

required and to solve problems constructively and with a positive attitude.

• Teamwork: Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written

communication is well presented. Ability to communicate technical concepts in understandable language.

• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description
Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.

Responsibilities
Product/Service Information

Provide advanced product/service information and respond to complex customer questions about the product/service.

Customer Order Processing

Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.

Resolving Customer Issues

Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.

Customer Relationship Development / Prospecting

Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Customer Relationship Management (CRM) Data

Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Renewals

Help drive customer renewals through exceptional service, supporting the sales teams as required.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills/Experience/Knowledge

• Superfund knowledge advantageous and provide valuable services to support IMEDS's required.

Skills
Corporate Retirement Plans, Retirement Benefits, Retirement Fund Administration

Competencies
Action Oriented

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Directs Work

Interpersonal Savvy

Manages Complexity

Education
Closing Date
29 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story

Are you a people-first professional who thrives on building meaningful connections? At JasperIT, we're looking for a Client Relationship Coordinator who will be the trusted bridge between our clients and our teams. This role is all about delivering exceptional service, strengthening partnerships, and ensuring our clients feel valued every step of the way.

Key Responsibilities

• Serve as the primary point of contact for clients, handling inquiries and requests with professionalism and care.
• Build and maintain strong, long-term relationships by understanding each client's unique goals and challenges.
• Partner with internal teams to ensure smooth project execution and exceptional client outcomes.
• Gather and share client feedback to help refine services and improve experiences.
• Spot opportunities to introduce additional products or services that could benefit clients.
• Assist the sales team with onboarding new clients and guiding them into active, successful partnerships.
• Monitor client accounts, track key metrics, and support initiatives to boost retention and growth.
• Proactively resolve issues to maintain client trust and satisfaction.

Requirements

• At least 1 year of experience in a client-facing or relationship management role.
• Strong ability to build rapport and foster trust with clients across industries.
• Excellent interpersonal, communication, and presentation skills.
• Highly organized with the ability to juggle multiple priorities effectively.
• Strong problem-solving mindset with the ability to stay composed under pressure.
• Comfortable using CRM platforms and Microsoft Office Suite.
• Adaptable and flexible to meet changing client needs.
• Knowledge of sales strategies or techniques will be an advantage.

Job Types: Full-time, Permanent

Pay: R6 000,00 - R14 000,00 per month

Experience:

• Relationship management : 1 year (Required)

Work Location: In person

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.

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.