Client Relationship Manager

2 months ago


Durban, South Africa Accountancy Placements Pietermaritzburg Full time
Responsibilities:
  • Portfolio management administration
  • Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.)
  • Implementation of the client services experience and acting as the point of contact for the clients
  • Operational support (administrative support)
  • Capturing and preparing client records and uploading related documents on XPlan
  • Assist with the organisation of client events in conjunction with the events coordinator (Booking venues, RSVP and event management etc.)
  • Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team

Requirements
  • Knowledge of the financial services industry
  • Understanding of the FAIS and FICA legislation
  • Relevant tertiary education or courses
  • Experience with XPlan, DMA, Marble, Opus (Advantageous)
  • Understanding of share portfolio account opening processes
  • Methodical, accurate, and have meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

  • Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Job Title: Client Success ManagerJob Summary:We are seeking a highly skilled Client Success Manager to join our dynamic team at Sandi Crowther Recruitment. As a Client Success Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their businesses and industries deeply, and providing strategic...


  • Durban, South Africa Ultra Pharmaceutical and Medical Placements Full time

    Leading organisation within the "investments / insurance and financial services industry" requires a Client Relationship Manager for the KZN branch.Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a...


  • Durban, South Africa Jobted ZA C2 Full time

    Qualifications and Experience Minimum of 5 years in the financial services industry is required Relevant tertiary education or courses Purpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...


  • Durban, South Africa Ultra Personnel Full time

    Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...


  • Durban, South Africa Ultra Personnel Full time

    Qualifications and Experience Minimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...


  • Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    About the OpportunityWe are seeking a highly skilled Client Relationship Strategist to join our dynamic team at Sandi Crowther Recruitment in South Africa. This is a remote, work-from-home position that offers an exciting opportunity for a solutions-driven individual to build and maintain strong client relationships.The ideal candidate will have solid...


  • Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Job Title: Client Success ManagerAbout the Role:We are seeking a highly skilled Client Success Manager to join our team at Sandi Crowther Recruitment. As a Client Success Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their businesses and industries deeply, and providing strategic advice and...


  • Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Account Growth LeadWe are seeking a highly skilled Account Growth Lead to join our dynamic Canada-based branding agency. This exciting opportunity is ideal for a client-focused, solutions-driven individual with solid experience in building, maintaining, and growing relationships with clients.As an Account Growth Lead, you will serve as the primary advocate...


  • Durban, South Africa Aon Corporation Full time

    Posting Description: **Client Relationship Advisor - Durban** Aon South Africa is recruiting a Client Relationship Advisor (CRA) in our Commercial department, based on a hybrid basis at our head offices in Durban. The purpose of the role is to maintain, retain and service clients in the SMME-environment, by improving day to day client relationships...


  • Durban, KwaZulu-Natal, South Africa Tower Group Full time

    About the RoleWe are seeking a seasoned Client Relationship Director to join our team at Tower Group. In this role, you will be responsible for leading and developing client relationships, with a focus on driving revenue growth and improving customer satisfaction.The successful candidate will have a strong background in sales and account management, with a...


  • Durban, KwaZulu-Natal, South Africa Vox Telecommunications Full time

    Vox Telecommunications is seeking a Client Relationship Consultant to join our team.The successful candidate will have a BSc/BA in business administration or a relevant field, as well as 2 years of sales experience and a proven track record in key account management.The salary for this position is $85,000 per year, based on industry standards and the level...


  • Durban, South Africa HeadHunters Full time

    **Reference** - PE001258/RW**Sector** - Finance**Location** - KwaZulu Natal, Durban**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Purpose of role**: The Client Relationship Assistant Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the...


  • Durban, South Africa Candidate Connect Full time

    Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...


  • Durban, South Africa FX Paymaster Full time

    **Job Title: Sales Relationship Manager - Corporate Clients** **Location: Hyde Park, Johannesburg** **About Us**: FX Paymaster is a leading foreign exchange intermediary based in South Africa, specialising in providing efficient and cost-effective international payment solutions to businesses. We pride ourselves on offering transparent services,...


  • Durban, South Africa Jobted ZA C2 Full time

    Responsibilities: - Portfolio management administration - Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.) - Implementation of the client services experience and acting as the point of contact for the clients - Operational support (administrative support) - Capturing and preparing client...


  • Durban, South Africa Accountancy Placements Pietermaritzburg Full time

    Responsibilities:Portfolio management administrationSupporting the portfolio managers with general office management tasks (diary management, marketing material etc.)Implementation of the client services experience and acting as the point of contact for the clientsOperational support (administrative support)Capturing and preparing client records and...


  • Durban, KwaZulu-Natal, South Africa Dante Personnel Full time

    **Job Overview:**Dante Personnel is a leading recruitment agency in Cape Town, seeking an experienced External Client Relationship Professional to join our team. As a key member of our sales team, you will be responsible for servicing existing stockists and opening new accounts.**Salary:** R400,000 - R550,000 per annum, depending on experience.**Job...


  • Durban, South Africa Accountancy Placements Pietermaritzburg Full time

    Responsibilities: Portfolio management administration Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.) Implementation of the client services experience and acting as the point of contact for the clients Operational support (administrative support) Capturing and preparing client records and...


  • Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Job Title: Senior Client Relationship Developer at NedbankNedbank is seeking a seasoned professional to join our team as a Senior Client Relationship Developer. The ideal candidate will have 5 years of experience in client service roles within the banking sector and be well-versed in building strategic relationships with business units.The primary objective...


  • Durban, KwaZulu-Natal, South Africa Stratogo Full time

    Stratogo is seeking a highly skilled Industrial Waste Sales and Client Relationship Manager to join our team in Durban, KZN.We offer a competitive salary of R500,000 - R700,000 per annum, depending on experience.Job Description:The successful candidate will be responsible for retaining existing clients through exceptional customer service, prospecting and...