Client Relationship Officer

1 day ago

Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time

Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth specialists, managing leads, and ensuring compliance in all administrative processes.Key ResponsibilitiesEngage with allocated qualified leads, booking and closing appointments for wealth specialists.Respond to client queries promptly and professionally, delivering best-in-class service.Track and manage all leads to ensure follow-ups occur within prescribed timelines.Maintain and submit daily reconciliations and figures for the team.Prepare and organise documentation for client appointments and reviews.Check deal packs, cover schedules, and will applications for accuracy before submission.Assist in clearing outstanding requirements to finalise new business.Use the CRM system effectively for all client and lead activity.Maintain strong product knowledge to support client questions.Ensure all activities comply with FAIS and FSCA requirements.Skills and CompetenciesStrong understanding of investment and fiduciary services.Fast learner with the ability to understand financial products and internal processes.Tech-savvy and proficient in CRM systems.Awareness of competitor offerings.Minimum Requirements3-year tertiary qualification in finance/commerce.3–5 years’ experience in financial services, including investments and sales exposure.Experience in needs analysis and financial/estate planning.Valid driver’s licence.PreferredPostgraduate Diploma in Financial Planning (completed or in progress).RE5 exam passed.

  • Client Relationship Officer

    2 days ago

    Johannesburg, South Africa National Risk Managers (Pty) Ltd Full time

    A Medical Insurance Company based in Benoni, Gauteng is looking for a Client Relationship Officer. The Client Relationship Officer will provide support, manage the client relationship and address any client issue that may arise. Assist with support to the members registered on our plans. **Key Responsible Areas** - Build relationships with the Employers -...

  • Client Relationship Officer

    6 days ago

    Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per year

    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,...

  • Client Relationship Officer

    1 day ago

    Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time

    Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License  Overview An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Client Relationship Officer

    2 days ago

    Johannesburg, Gauteng, South Africa CodeConnect Staffing (Pty) Ltd Full time R200 000 - R400 000 per year

    Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Client Relationship Officer

    3 days ago

    Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time R15 000 - R20 000

    Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License  OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Financial Client Relationship Officer

    6 days ago

    Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning,...

  • Client Relationship Specialist

    4 days ago

    Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We are currently seeking a Client Relationship Specialist (Paraplanner) for our esteemed client, based in Melrose North, Johannesburg. The ideal candidate will have 3–5 years of experience as a Private Client Wealth / Relationship Manager, specifically with high and ultra-high net worth clients. You should possess a recognized FSCA tertiary qualification,...

  • Client Relationship Consultant

    5 days ago

    Johannesburg, South Africa Labournet Full time

    The Client Relationship Consultant (CRC) is responsible for establishing relationships through engaging with prospective and existing clients. The CRC is expected to generate new business by identifying client needs and exploring cross-service initiatives within the existing client base. The ultimate goal is to increase both the number and value of new...

  • Junior Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Stonehage Fleming Full time R250 000 - R450 000 per year

    OVERALL PURPOSEThe role forms part of the Family Office department where you will advise Ultra High Net-Worth wealth creators and their families, in the management of their financial affairs. This role will be part of the South African Client Relationship Management team. You will work alongside the senior advisory team with the goal to later take over and...

  • Client Relationship

    1 week ago

    Johannesburg, South Africa The Corporate Circle Full time

    **Job Overview**: **Date Posted**: Posted 5 months ago- **Location**: Johannesburg, Gauteng- **Job Title**: Client Relationship / Practice Manager- **Salary**: R35,000- **Education Level**: Bachelors Degree- **Job Level**: Senior- **Minimum Experience**: 5- 7 Years**Client Relationship / Practice Manager - Johannesburg.**: A Client Relationship / Practice...