Customer Relations Manager

Johannesburg, Gauteng JenRecruitment PTY Ltd

Posted 10 days ago

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Job Description

Overview

Our Wealth practice is seeking a Customer Relations Manager (CRM) to join our professional team. The CRM will be responsible for managing and servicing our existing client base, ensuring that they receive outstanding support across accounting, tax, and advisory matters, while also assisting with financial planning and investment-related services.

This role is ideal for a candidate with strong relationship management skills who is either qualified or working towards their CFP / CFA designation and is eager to build long-term client relationships within a professional practice environment.

Key Responsibilities
  • Serve as the primary relationship manager for an allocated portfolio of clients.
  • Coordinate between clients and the firm’s accounting, tax, and advisory teams to ensure timely service delivery.
  • Provide support with client onboarding, compliance documentation, and reporting.
  • Engage with clients on financial planning, wealth, and investment matters under the guidance of senior professionals.
  • Maintain accurate records of client interactions and ensure regulatory compliance.
  • Assist with client reviews, preparation of reports, and follow-ups after meetings.
  • Identify opportunities to add value and strengthen client relationships.
Minimum Requirements
  • NQF Level 6 or 7 qualification in Accounting, Finance, or related field.
  • Currently studying towards or holding a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation.
  • Strong communication and relationship management skills.
  • Excellent organizational skills with attention to compliance and deadlines.
  • Ability to manage multiple clients in a structured, professional manner.
Desired Attributes
  • Professional, ethical, and client-focused mindset.
  • Solid understanding of accounting / tax processes with exposure to financial planning concepts.
  • Analytical and problem-solving abilities.
  • Proactive, adaptable, and detail oriented.
Working Hours

Monday - Friday, 08:00 – 17:00

Remuneration

Based on qualifications and experience. When applying, please advise your salary expectations.

Important

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.

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Customer Relations Manager

Johannesburg, Gauteng Jenrecruitment

Posted 12 days ago

Job Viewed

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Job Description

Our Wealth practice is seeking a Customer Relations Manager (CRM) to join our professional team. The CRM will be responsible for managing and servicing our existing client base, ensuring that they receive outstanding support across accounting, tax, and advisory matters, while also assisting with financial planning and investment-related services.

This role is ideal for a candidate with strong relationship management skills who is either qualified or working towards their CFP® / CFA® designation and is eager to build long-term client relationships within a professional practice environment.

Key Responsibilities

  • Serve as the primary relationship manager for an allocated portfolio of clients.

  • Coordinate between clients and the firm’s accounting, tax, and advisory teams to ensure timely service delivery.

  • Provide support with client onboarding, compliance documentation, and reporting.

  • Engage with clients on financial planning, wealth, and investment matters under the guidance of senior professionals.

  • Maintain accurate records of client interactions and ensure regulatory compliance.

  • Assist with client reviews, preparation of reports, and follow-ups after meetings.

  • Identify opportunities to add value and strengthen client relationships.

Minimum Requirements

  • NQF Level 6 or 7 qualification in Accounting, Finance, or related field.

  • Currently studying towards or holding a CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) designation.

  • Strong communication and relationship management skills.

  • Excellent organizational skills with attention to compliance and deadlines.

  • Ability to manage multiple clients in a structured, professional manner.

Desired Attributes

  • Professional, ethical, and client-focused mindset.

  • Solid understanding of accounting/tax processes with exposure to financial planning concepts.

  • Analytical and problem-solving abilities.

  • Proactive, adaptable, and detail oriented.

Working Hours

Monday - Friday, 08:00 – 17:00

Remuneration

Based on qualifications and experience when applying please advise your salary expectations.

Important:

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.  

This advertiser has chosen not to accept applicants from your region.

Customer Relations Graduate

Johannesburg, Gauteng People Source

Posted 14 days ago

Job Viewed

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Job Description

You will build and maintain strong Client relationships, schedule project delivery, manage Client feedback and satisfaction, and capture Client requirements, among other responsibilities. The successful candidate will be joining a fun and supportive team who value each others input. We encourage individuals to put forward innovative ideas on how we can work smarter and provide a better experience for our Clients. This role is one that requires a solutions-focused and proactive individual who shows initiative, you are making important day-to-day business decisions and need to be self-motivated, escalating as required. You are required to interface internally and externally. You will play a key role in ensuring our Clients receive a high-quality service through managing the often complex logistics surrounding the delivery of our services.

This advertiser has chosen not to accept applicants from your region.

CRM (Customer Relations Manager) AND LOYALTY MANAGER

Woodmead, Gauteng R104000 - R130878 Y Clicks Group

Posted today

Job Viewed

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Job Description

Listing reference:
click_

Listing status:
Online

Apply by:
19 September 2025

Position Summary
Industry:
Wholesale & Retail Trade

Job category:
Marketing Management

Location:
Woodmead

Contract:
Permanent

Remuneration:
Market related

EE position:
Yes

About Our Company
Clicks Group

Introduction
To lead and be responsible for the design, content, and effective measurement of all digital communications for Sorbet and its other business units, influence cross-functionally with other teams to identify and develop new and innovative methods of digital communications to maximise value (revenue and income).

Job Description
Purpose of the work:

  • Manage the entire customer relationship with Sorbet Brands through direct, digital and instore platforms.
  • Grow the profit and turnover of all Sorbet brands through the utilisation of understanding consumer behaviour and spend and developing strategies and campaigns.
  • Manage and utilize all consumer channels to drive turnover, profit, brand awareness and brand love.
  • Grow store growth through increased foot traffic through current guests and new feet.
  • Assist with management of all online, direct, social and digital platforms.
  • Optimizing, measurement & reporting of Sorbet Group direct, digital and instore platforms (loyalty, websites, social media, SMS, email, WhatsApp, digital screens, app, google and any other customer relationship direct or digital customer channels).
  • Manage all direct or digital customer channels spend, campaigns and performance.
  • Manage and grow the loyalty programme, app usage and e-commerce revenue.

Position reports to: MARKETING HEAD
Minimum Requirements
KEY TASKS AND RESPONSIBILITIES

  • Manage the strategy and implementation of the website
  • Convert website into a beauty and lifestyle format that drives educations , empowerments, insight ,

digitization (online sales and bookings), brand info and campaigns

  • Content Creation
  • Supplier Product Management
  • Integrate with brand managers / agencies to get the most optimal and highest form of ROI
  • Manage and get the highest ROI for all store GMB
  • Develop toolkits for FP social media management to grow foot traffic into store
  • Manage Yext platforms which include GMB, Store pages and Facebook
  • Develop and execute group campaigns briefed in by the business
  • Execute CRM digital campaigns briefed in my CRM
  • Develop a CRM segmentation per brand
  • Develop the consumer journey through analytics
  • Grow basket size through CRM base
  • Work with agency & brand manager on digital reports
  • Build,Liaise and develop strong relationships with strategic digital partners (Facebook, Google, Twitter, etc.)

to maximize our opportunity and excel in the use of their respective platforms.

  • Demonstrable experience leading and managing SEO/SEM, marketing database, email, social media

and/or display advertising campaigns

  • Working knowledge of ad serving tools
  • Manage and utilize the loyalty program to grow the business
  • Manage the direct channels for the business and stores eg. SMS and emails
  • Daily engagement (postings, responses, paid advertising & updating)
  • Manage the social media company in terms of budget and workflow
  • Manage social Media Complaints
  • Manage all social media and digital briefs and campaigns to agency
  • Develop the social media digital strategy with managers
  • Manage the performance and analytics
  • Grow the social media according to targets and KPI
  • Lead all back end technical areas with digital agency
  • Project manage all projects and campaigns that require a social media output

Key Competencies

  • Ability to work independently, delivering on strategic direction without direct supervision
  • Ability to influence others in indirect relationships
  • Ability to motivate multiple stakeholders to a common goal
  • Coaching peers
  • Manage team in ambiguous environments
  • Act with the highest integrity and lead with courage and humility
  • Team player
  • Results oriented
  • Operate with high level of urgency and ownership
  • Embrace change and motivate others to think and act differently
  • Creative and Innovative
  • Proven written and verbal communication skills
  • Technologically advanced
  • Be trendy and in the know
  • Able to work in a team
  • Good management skills
  • Strong attention to detail

Education And Experience

  • Bachelor's degree in business or a related field
  • 3 - 5 years working experience in marketing & digital
  • Demonstrated experience in brand building principles and omni-channel media strategy
  • Excellent organization skills and ability to meet tight deadlines
  • Experience with budget forecasting and tracking
  • Marketing Background and Proven working experience in marketing
  • Tech, Digital and CRM experience
This advertiser has chosen not to accept applicants from your region.

CRM (Customer Relations Manager) AND LOYALTY MANAGER

Woodmead, Gauteng R1200000 - R1800000 Y Clicks Group Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

Listing reference:

Listing status: Online

Apply by: 19 September 2025

Position summary

Industry: Wholesale & Retail Trade

Job category: Marketing Management

Location: Woodmead

Contract: Permanent

Remuneration: Market related

EE position: Yes

About our company

Clicks Group

Introduction

To lead and be responsible for the design, content, and effective measurement of all digital communications for Sorbet and its other business units, influence cross-functionally with other teams to identify and develop new and innovative methods of digital communications to maximise value (revenue and income).

Job description

Purpose of the work:

  • Manage the entire customer relationship with Sorbet Brands through direct, digital and instore platforms.
  • Grow the profit and turnover of all Sorbet brands through the utilisation of understanding consumer behaviour and spend and developing strategies and campaigns.
  • Manage and utilize all consumer channels to drive turnover, profit, brand awareness and brand love.
  • Grow store growth through increased foot traffic through current guests and new feet.
  • Assist with management of all online, direct, social and digital platforms.
  • Optimizing, measurement & reporting of Sorbet Group direct, digital and instore platforms (loyalty, websites, social media, SMS, email, WhatsApp, digital screens, app, google and any other customer relationship direct or digital customer channels).
  • Manage all direct or digital customer channels spend, campaigns and performance.
  • Manage and grow the loyalty programme, app usage and e-commerce revenue.

Position reports to: MARKETING HEAD

Minimum requirements

KEY TASKS AND RESPONSIBILITIES

  • Manage the strategy and implementation of the website
  • Convert website into a beauty and lifestyle format that drives educations , empowerments, insight ,

digitization (online sales and bookings), brand info and campaigns

  • Content Creation
  • Supplier Product Management
  • Integrate with brand managers / agencies to get the most optimal and highest form of ROI
  • Manage and get the highest ROI for all store GMB
  • Develop toolkits for FP social media management to grow foot traffic into store
  • Manage Yext platforms which include GMB, Store pages and Facebook
  • Develop and execute group campaigns briefed in by the business
  • Execute CRM digital campaigns briefed in my CRM
  • Develop a CRM segmentation per brand
  • Develop the consumer journey through analytics
  • Grow basket size through CRM base
  • Work with agency & brand manager on digital reports
  • Build,Liaise and develop strong relationships with strategic digital partners (Facebook, Google, Twitter, etc.)

to maximize our opportunity and excel in the use of their respective platforms.

  • Demonstrable experience leading and managing SEO/SEM, marketing database, email, social media

and/or display advertising campaigns

  • Working knowledge of ad serving tools
  • Manage and utilize the loyalty program to grow the business
  • Manage the direct channels for the business and stores eg. SMS and emails

  • Daily engagement (postings, responses, paid advertising & updating)

  • Manage the social media company in terms of budget and workflow
  • Manage social Media Complaints
  • Manage all social media and digital briefs and campaigns to agency
  • Develop the social media digital strategy with managers
  • Manage the performance and analytics
  • Grow the social media according to targets and KPI
  • Lead all back end technical areas with digital agency
  • Project manage all projects and campaigns that require a social media output

KEY COMPETENCIES:

  • Ability to work independently, delivering on strategic direction without direct supervision
  • Ability to influence others in indirect relationships
  • Ability to motivate multiple stakeholders to a common goal
  • Coaching peers
  • Manage team in ambiguous environments
  • Act with the highest integrity and lead with courage and humility
  • Team player
  • Results oriented
  • Operate with high level of urgency and ownership
  • Embrace change and motivate others to think and act differently
  • Creative and Innovative
  • Proven written and verbal communication skills
  • Technologically advanced
  • Be trendy and in the know
  • Able to work in a team

  • Good management skills

  • Strong attention to detail

EDUCATION AND EXPERIENCE:

  • Bachelor's degree in business or a related field
  • 3 - 5 years working experience in marketing & digital
  • Demonstrated experience in brand building principles and omni-channel media strategy
  • Excellent organization skills and ability to meet tight deadlines
  • Experience with budget forecasting and tracking
  • Marketing Background and Proven working experience in marketing
  • Tech, Digital and CRM experience
This advertiser has chosen not to accept applicants from your region.

Consultant, Account Management

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Overview

Business Segment: Personal & Private Banking

Location: ZA, Gauteng, Johannesburg, Simmonds Street

To act as point of contact for customer first-call resolutions, across all personal products, and negotiate payment arrangements in such a manner as to retain, educate and rehabilitate customers.

Qualifications

Type of Qualification: Higher Certificate / Diploma

Experience Required

Credit Risk – PPB
Risk & Corporate Affairs
3-4 years
Inbound and Outbound contact centre experience – early, late and legal collections

Additional Information
  • Adopting Practical Approaches
  • Articulating Information
  • Conveying Self-Confidence
  • Exploring Possibilities
  • Following Procedures
  • Interpreting Data
  • Making Decisions
  • Producing Output
  • Showing Composure
  • Taking Action

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Consultant, Account Management

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Business Segment: Personal & Private Banking

To act as point of contact for customer first-call resolutions, across all personal products, and negotiate payment arrangements in such a manner as to retain, educate and rehabilitate customers.

Qualifications

Type of Qualification: Higher Certificate or Diploma

Experience Required

Credit Risk – PPB
Risk & Corporate Affairs
3-4 years
Inbound and Outbound contact centre experience – early, late and legal collections

Additional Information
  • Adopting Practical Approaches
  • Articulating Information
  • Conveying Self-Confidence
  • Exploring Possibilities
  • Following Procedures
  • Interpreting Data
  • Making Decisions
  • Producing Output
  • Showing Composure
  • Taking Action
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
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Consultant, account management

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

Job Viewed

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Job Description

permanent
Overview Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Simmonds Street To act as point of contact for customer first-call resolutions, across all personal products, and negotiate
This advertiser has chosen not to accept applicants from your region.

Consultant, account management

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Business Segment: Personal & Private Banking To act as point of contact for customer first-call resolutions, across all personal products, and negotiate payment arrangements in such a manner as to retain, educate and rehabilitate customers. Qualifications Type of Qualification: Higher Certificate or Diploma Experience Required Credit Risk – PPB Risk & Corporate Affairs3-4 yearsInbound and Outbound contact centre experience – early, late and legal collections Additional Information Adopting Practical Approaches Articulating Information Conveying Self-Confidence Exploring Possibilities Following Procedures Interpreting Data Making Decisions Producing Output Showing Composure Taking Action #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Consultant, account management

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Overview Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Simmonds Street To act as point of contact for customer first-call resolutions, across all personal products, and negotiate
This advertiser has chosen not to accept applicants from your region.
 

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