Client Relations Specialist
13 hours ago
The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide expert initial and ongoing training on their custom IT systemProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Manage and leverage internal resources to meet deliverablesProactively cultivate relations and be prepared to engage socially where beneficialDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsProvide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by mid January 2026, please consider your application unsuccessful.
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Client Relations Specialist
21 hours ago
Johannesburg, Gauteng, South Africa FP Markets Full time R300 000 - R600 000 per yearFP Markets Group of Companies is a well-established globally regulated Australian broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies. We are growing and looking to recruit a Customer Relations Specialist in Johannesburg Office.This is an exciting opportunity to join a global company with a professional,...
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Wealth Client Relations Specialist
4 hours ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeA leading wealth-management firm is looking for a Client Relationship Specialist to service high-net-worth clients in Johannesburg. This role involves conducting financial reviews and achieving monthly Funds Under Management targets. Candidates should have a strong understanding of financial markets, excellent relationship management skills, and at least 2-5...
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Wealth Client Relations Specialist
6 days ago
Johannesburg, South Africa Status Full timeA financial services company is seeking a Financial Client Relationship Officer in Johannesburg. The ideal candidate must have significant experience in administrative roles within the financial sector, including investments and financial planning, and be proficient in Microsoft Office. This permanent position offers a market-related salary and requires the...
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Employee Relations Specialist
2 weeks ago
Johannesburg, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
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Client Success Specialist
1 week ago
Johannesburg, South Africa B-Sure Full timeJob Overview **Date Posted**: Posted 5 hours ago **Location**: Johannesburg, Gauteng **Job Title**: Client Success Specialist **Salary**: R15,000 - R24,000 **Salary Type**: Negotiable **Education Level**: Diploma **Job Level**: Intermediate **Required Experience**: 1 - 3 Years Client Success Specialist - Johannesburg A Client Success Specialist job...
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Client Relations Specialist
3 hours ago
Johannesburg, South Africa Strategic Personnel Full timeThe candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills...
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Manager - Client Relations Management
3 weeks ago
Johannesburg, South Africa Pps Full timeOverview OverviewManager - Client Relations Management role at PPS. A leadership role in the Life Operations team reporting to the Head Client Services. This role is responsible for employing all the available data tools and technologies to gain insights that will help businesses deliver, manage, measure, and improve client experience. A specialist...
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Manager - Client Relations Management
4 weeks ago
Johannesburg, South Africa PPS Full timeOverview Manager - Client Relations Management role at PPS. A leadership role in the Life Operations team reporting to the Head Client Services. This role is responsible for employing all the available data tools and technologies to gain insights that will help businesses deliver, manage, measure, and improve client experience. A specialist leadership role...
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Wealth Client Relations Specialist
4 hours ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role includes engaging with qualified leads, responding to client queries, and ensuring compliance in administrative processes. Candidates must possess a 3-year tertiary qualification in...
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Client Growth Specialist
2 days ago
Johannesburg, South Africa Company Wellness Solutions Full timeGet AI-powered advice on this job and more exclusive features. Company Description Company Wellness Solutions is a rapidly growing wellness company based in South Africa, specializing in employee assistance programs, wellness days, and wellness programs. We provide free health, engagement, lifestyle, and presenteeism assessments to identify the unique needs...
