1,328 Client Relationship jobs in South Africa

• Client Service and Relationship Management
• Act as the primary contact for all operational and service-related client requests and queries.
• Build and maintain trusted relationships with clients by delivering on commitments.
• Proactively identify client needs and expectations, using feedback and service insights to recommend and implement improvements that enhance the overall client experience.
• Escalating critical client feedback to manager for immediate resolution.
• Case Management System
• Responsible for tracking, monitoring and resolving all client queries in the case management system ensuring SLA compliance.
• Responsible for first time resolution of queries and coordination of resolution with subject matter experts when necessary to prevent SLA violation.
• Escalate complex issues when necessary while ensuring clients receive timely updates and resolutions meeting SLA.
• Support the team in enhancing the system by assisting with the review and maintenance of case categories, SLAs, and workflow processes.
• Collaborate with the Manager to implement improvements as the system matures, ensuring alignment with client service needs.
• Contribute to the effective use of the system by identifying inconsistencies or inefficiencies and assisting with the role out of the system changes.
• Maintain accurate and complete case data to enable reliable reporting, tracking, and insights that support excellent client service delivery.
• Onboarding and Transitions
• 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
• Ensure that client information maintenance is completed in the system as detailed in team procedures.
• At all times maintain accurate, up-to-date client records and interaction logs in the CRM system.
• Track all client interactions and feedback in the CRM system to identify service improvement opportunities.
• Client Reporting and Audits
• In partnership with finance, dispatch client fee invoicing, resolving any issues and follow-ups ensuring revenue protection.
• Responsible for supporting client audit processes by providing requested information and timely and accurate responses to ensure client compliance.
• Responsible for the generation and delivery of client ad hoc and bespoke reporting as needed.
• Client Meetings and Presentations
• Support the preparation for client review meetings.
• Over time, take ownership of hosting service review meetings.
• Support in providing data or presenting to clients when requested.
• Collaboration and Cross-Functional Engagement
• Work closely with internal teams, such as Portfolio Management, Sales, Compliance, Client Operations and Client Reporting, to ensure seamless delivery of services and support.
• Assist with internal projects aimed at process improvement and client experience enhancements.
• Process and Risk Management
• Ensure process documentation is current and adhered to.
• Contribute to continuous improvement initiatives and digital transformation projects.

Independent financial advisory firm seeks a Client Relationship Administrator to support new business processes, client data management, and compliance. Perfect for someone detail-focused, adaptable, and eager to learn.

Salary: R10,000 – R14,000 per month.

Minimum Requirements:

• Completed Grade 12
• 1 or more years’ administration experience (financial services an advantage, not essential)
• Strong communication skills (verbal, written, listening)
• High attention to detail and accuracy
• Good organisational and time management skills
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Experience with CRM systems (advantageous)
• Willingness to learn and grow within the industry
• Able to work well in a small, supportive team

Duties and Responsibilities:

• Support new business processes: applications, FICA documents, client communication, capturing and saving data correctly
• Double-check and verify all client documentation and compliance records
• Capture client and policy information into CRM and register accurately
• Assist in managing workflows, ensuring all tasks are completed correctly
• Provide administrative support to the advisory and compliance teams
• Work alongside and learn from a senior administrator
• Support the Director and team with process, reporting, and compliance requirements
• Participate in ongoing training (FICA, FAIS, product training)

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

Posted Thursday, August 28, 2025 at 4:00 AM

Client Relationship Manager

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 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

The role reports to the Head of Investment Management in SA

WORKING RELATIONSHIPS

This roles requires a strong working relationships 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
• 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 compliance requirements
• Excellent communication and inter personal skills (written and verbal)

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.

NOTE: THIS JOB DESCRIPTION AND PERSON SPECIFICATION IS A GUIDE TO THE PRINCIPAL, CURRENT DUTIES OF THE JOB AND SKILL SET REQUIRED. IT DOES NOT FORM PART OF THE CONTRACT OF EMPLOYMENT.

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

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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

• 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.