Client Services and Relationship Manager
2 weeks ago
**Summary of the position**
To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service relationships to grow, enhance and retain our business.
The Client Service Manager (CSM) will perform various corporate fiduciary, management and co-ordinating, business building and relationship management activities to assist with the take-on and on-going servicing of corporate special purpose companies, trusts and other corporate business clients, working closely with and supporting other teams within the Group.
**PRINCIPAL ELEMENTS & ACCOUNTABILITIES**
- Build and maintain long term relationships with clients which includes all forms of contact/ communication with clients and their advisers
- Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
- Support the business development/marketing efforts of the Group as well as develop new relationships through existing networks for business development purposes with a medium term expectation to grow the business organically and through engaging new clients.
- Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
- Run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
- Run/chair official client family council meetings in conjunction with a Senior Partner of the firm
- Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly
- Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures
- Approve payments, cash management, forex transactions
- Review financial statements of client entities
- Renegotiate existing loans with banks, negotiate new loans with banks
- Review contracts between client entities and third parties
- Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
- Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
- Such other duties as may reasonably be required by the management from time to time
**QUALIFICATIONS AND EXPERIENCE**
- Relevant professional Finance Services Industry Experience (Minimum of 5 years)
- Relevant Professional qualification (e.g BCom, BBusSci or related degree, STEP, ICSA, ACCA, IOD etc.)
**SKILLS**
- Advanced Microsoft Excel, Word and PowerPoint skills
- Excellent analytical and numeracy skills and a strong commercial awareness
- Strong attention to detail
- Solid administration skills built up within a similar high net worth environment
- A solid understanding of financial accounts gained through practical experience
- A comprehensive understanding of financial markets and investment management
- A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
- Project Management Skills - must have ability to manage numerous projects simultaneously
- A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
- Interpersonal skills necessary to develop deep understanding of clients needs
- Ability to work well within a team where emphasis is on the team rather than the individual and to pursue team objectives with energy.
- Broad and logical thinking to provide guidance and solutions to clients
-
Client Relationship Manager
4 weeks ago
Johannesburg, South Africa DPT Recruitment Full time**Job Purpose** The purpose the Client Relationship Manager is to grow the loan book and monitor, plan, coordinate, implement and manage all activities related to the development of housing from acquisition through construction completion and permanent loan conversion. **Key Performance Areas** **Project Management** - Develop project indicators and...
-
Junior Client Relationship Manager
4 weeks ago
Johannesburg, South Africa Kaelo Full time**Company Description** Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee...
-
Client Relationship Manager
7 days ago
Johannesburg, South Africa Candidate Connect Full timeOpportunity to join a quality distribution service team, in a **Client Relationship Manager** role, based in Randburg, Johannesburg. This team is looking for someone able to maintain and grow Corporate client accounts in a sustainable and positive manner. The business offering is an outbound solution for point of purchase material, and clients are primarily...
-
Client Relationship Manager
1 month ago
Johannesburg, South Africa Dante Personnel Full timeMinimum requirements: Grade 12/ MatricLLB qualification and being an Admitted Attorney will be beneficialMinimum 5 years' experience working with Third Party Litigation namely RAF and Medical negligence casesExperience supervising junior staff membersHigh organizational and strong attention to detail skillsAvailable to travel when necessaryMain Duties and...
-
Senior Client Relationship Manager
1 month ago
Johannesburg North, South Africa CA Financial Appointments Full timeMy client in the Wealth space is seeking a Client Relationship Manager to join their team. **Responsibilities**: - Prepare client files for meetings - Update Xplan per company workflow procedure - Manage diary and control annual review process - Prepare and complete documents as required - Prepare new business and service packs handed to Administration...
-
Relationship Manager
1 month ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeWe are seeking a motivated and self-driven Customer Relationship Liaison to join our growing team. In this role, you will play a pivotal role in building and nurturing relationships with both existing and prospective clients in the exciting world of digital transformation and business process automation. This position requires a customer-centric mindset,...
-
Client Service Manager
1 month ago
Johannesburg, South Africa Rocket Creative Design & Display Full timeRocket Creative Design & Display is powered by its successful client service team, and we're on the hunt for a qualified client service manager to drive sales and growth. You will be responsible for taking charge of a small, experienced team and, with management, formulating and implementing strategies. You will need a formidable understanding of all client...
-
Client Services Manager
4 weeks ago
Johannesburg, South Africa Believe Resourcing Full timeLocation: Sandton, Johannesburg **Salary**: R35,000 - R45,000 **Our Client**: A global leader in the BPO sector offering world-class CX and Service Centres at all their locations. They service industries such as eCommerce, Retail, Food Delivery, and Technology. **About The Role**: You will be responsible for planning, overseeing and leading projects from...
-
Client Relationship/Practice Manager
1 month ago
Johannesburg, South Africa The Corporate Circle Full timeClient Relationship/Practice Manager. R 35 000 CTC. Sandton. B Com or Equivalent degree with experience in the financial/investment/wealth management environment. Outstanding customer relationships with excellent communication skills. Excellent attention to detail and ability to ensure compliance. Ability to serve as a liaison between all stakeholders whilst...
-
Relationship manager
1 month ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeWe are seeking a motivated and self-driven Customer Relationship Liaison to join our growing team. In this role, you will play a pivotal role in building and nurturing relationships with both existing and prospective clients in the exciting world of digital transformation and business process automation. This position requires a customer-centric mindset,...
-
Relationship manager
1 month ago
Johannesburg, South Africa Curiska Full timeWe are seeking a motivated and self-driven Customer Relationship Liaison to join our growing team. In this role, you will play a pivotal role in building and nurturing relationships with both existing and prospective clients in the exciting world of digital transformation and business process automation. This position requires a customer-centric mindset,...
-
Relationship manager
3 weeks ago
Johannesburg, South Africa Curiska Full timeWe are seeking a motivated and self-driven Customer Relationship Liaison to join our growing team. In this role, you will play a pivotal role in building and nurturing relationships with both existing and prospective clients in the exciting world of digital transformation and business process automation. This position requires a customer-centric mindset,...
-
Senior Client Services Manager
5 days ago
Johannesburg, South Africa SavageOne Pty Ltd Full timeJob Description:We are looking for a strategic and client-focused Senior Client Services Manager to oversee our client services department. As the Senior Client Services Manager, you will be responsible for managing client relationships, driving client satisfaction, and ensuring the successful delivery of our products or services. You will lead a team of...
-
Client relationship Manager – South Africa
3 weeks ago
Johannesburg, South Africa Service Solutions Full timeLuxury Retail CRM Client relationship Manager South Africa Based in Sandton Our client, a market leader in Luxury is seeking to employ a CRM for their 3 Luxury stores in South Africa. The candidate will be based in Sandton with travelling as required to other regions ( WC and KZN) A proven Luxury track record will be required, with an in depth...
-
Client relationship Manager – South Africa
1 month ago
Johannesburg, South Africa Service Solutions Full timeLuxury Retail CRMClient relationship Manager South AfricaBased in Sandton Our client, a market leader in Luxury is seeking to employ a CRM for their 3 Luxury stores in South Africa. The candidate will be based in Sandton with travelling as required to other regions ( WC and KZN) A proven Luxury track record will be required, with an in depth...
-
Client relationship Manager – South Africa
4 weeks ago
Johannesburg, South Africa Adzuna ZA B C2 Full timeLuxury Retail CRMClient relationship Manager South AfricaBased in Sandton Our client, a market leader in Luxury is seeking to employ a CRM for their 3 Luxury stores in South Africa. The candidate will be based in Sandton with travelling as required to other regions ( WC and KZN) A proven Luxury track record will be required, with an in depth understanding...
-
Client Relationship Manager: Inland Region
7 days ago
Johannesburg North, South Africa Optential Consulting Full time**Christopher group is looking for a Client Relationship Manager: Inland Region!!!** **OVERALL RESPONSIBILITY**: This role is responsible for the creation of funding opportunities for Christopher Finance by means of effective and professional client relationships, analyzing and understanding the attorney RAF claim cases and assistance in the resolving of...
-
Sales, Marketing and Client Relationship Manager
4 weeks ago
Johannesburg, South Africa Invantage (Pty) Ltd Full time**Invantage Company Overview** Invantage is a new generation software development, management consulting and renewable energy company. We treasure long-term, mutually rewarding relationships and go the extra mile. We employee a small and dynamic team of software development, business analysis and electrical engineering professionals. Our projects are...
-
Client Relationship Manager
1 day ago
Johannesburg, South Africa Astor Motor Recruitment Full time***AUTO BODY (PANEL SHOP) EXPERIENCE IS PREFERRED FOR THIS POSITION*** Our client is a premier auto body repair shop, dedicated to providing high-quality services to their clients. We are looking for an experienced and motivated Client Relationship Manager to join our team and help us maintain and grow our client base. You will partially perform Service...
-
Client Relationship Manager
1 day ago
Johannesburg, South Africa Adzuna ZA B C2 Full time***AUTO BODY (PANEL SHOP) EXPERIENCE IS PREFERRED FOR THIS POSITION*** Our client is a premier auto body repair shop, dedicated to providing high-quality services to their clients. We are looking for an experienced and motivated Client Relationship Manager to join our team and help us maintain and grow our client base. You will partially perform Service...