Senior Client Relationship Manager

2 weeks ago


Johannesburg North, South Africa CA Financial Appointments Full time

My 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 Department for processing
- Conduct follow-ups and tracking of business i.e. New business,Services
- Assist with ad hoc client queries
- Attend and assist with client functions when needed
- Download and update policy schedules for retainer / financial / articled planners
- Assist with providers
- Complete requests on behalf of Financial Planners as per company workflow procedures
- Coach and mentor less experienced team members as required

**Requirements**:

- Minimum of Matric qualification
- Meet requirements in terms of FAIS
- Minimum of 3 years financial services experience
- Strong MS Office, Excel Xplan skills
- Able to deliver specific deadlines
- Able to multi-task
- Strong analytical and planning skills
- Able to work independently as well as part of a team
- High ethical standards



  • Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Job OverviewWe are seeking a highly skilled Senior Client Relationship Manager to join our CIB Public Sector Client Coverage team.The successful candidate will support assigned client relationships with experienced relationship managers, coordinating the origination and execution of client-centric solutions.Key Responsibilities:Coordinate end-to-end client...

  • 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...


  • Johannesburg, Gauteng, South Africa Catch Recruit Full time

    About the JobCatch Recruit is looking for an experienced Client Relationship Manager to join our team in Johannesburg. The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying opportunities for growth, and working collaboratively with senior management to drive business results.Key...


  • Province of North West, South Africa Blue Legal Full time

    Home Client Relationship Manager (Mat Cover) – ManchesterClient Relationship Manager (Mat Cover) – ManchesterLocation: North WestSalary: Up to £50,000Contract type: Contract/TemporaryDate posted: 28/03/2023A top national law firm are searching for a Client Relationship Manager to join their team for a 12 month fixed-term contract. The role holder will...


  • Johannesburg, Gauteng, South Africa SPECD (Pty) Ltd Full time

    SPECD (Pty) Ltd is looking for a skilled professional to take on the role of Lead Client Relationship Manager. In this position, you will oversee all client-related interactions and ensure that agreed KPIs, OKRs, and targets are met.Key Responsibilities :Build and maintain strong relationships with key client stakeholders and leadership teams.Provide...


  • Johannesburg, South Africa Dananda Services Full time

    Deliver the end-to-end client management process by implementing processes, policies and procedures, delivering on defined objectives and addressing queries and challenges within SLA. - Manage that all funds under management are reviewed for compliance to all relevant legislation annually, implementing required amendments with trustees and reporting...


  • Johannesburg, Gauteng, South Africa Milton Resourcing Full time

    Duties and Responsibilities: The Client Relationship Manager will be responsible for managing and enhancing relationships with existing clients. Duties include conducting regular client meetings, addressing client inquiries and concerns, and identifying opportunities to upsell or cross-sell products or services. The successful candidate will also collaborate...


  • Johannesburg, South Africa Milton Resourcing Full time

    Duties and Responsibilities:The Client Relationship Manager will be responsible for managing and enhancing relationships with existing clients. Duties include conducting regular client meetings, addressing client inquiries and concerns, and identifying opportunities to upsell or cross-sell products or services. The successful candidate will also collaborate...


  • Johannesburg, Gauteng, South Africa Milton Resourcing Full time

    The Client Relationship Manager will be responsible for managing and enhancing relationships with existing clients. Duties include conducting regular client meetings, addressing client inquiries and concerns, and identifying opportunities to upsell or cross-sell products or services. The successful candidate will also collaborate with internal teams to...


  • Johannesburg, Gauteng, South Africa Milton Resourcing Full time

    We are looking for a dedicated Client Relationship Manager with a background in Financial Services to nurture client relationships and ensure customer satisfaction. Reporting to the Operations Director, you will be responsible for managing client portfolios, resolving customer issues, and identifying new business opportunities.Duties and...


  • Aliwal North, Eastern Cape, South Africa Paystack Full time

    Client Relationship Developer OpportunityWe are looking for a motivated Client Relationship Developer to enhance our Client Services department. Your primary responsibilities will include developing robust relationships with clients, identifying areas of improvement, and presenting customized solutions that foster deeper connections.Main...


  • Johannesburg, South Africa Ulwazi Staffing Solutions Full time

    An exciting career opportunity has become available for a Client Relationship Manager. **ROLE REQUIREMENTS** - Qualifications and Experience - Honours Degree in Business Administration, Social Science, Commerce or similar - 3-5 years of client relationship/account management experience - A minimum of 2 years developing and implementing operational...


  • Johannesburg, Gauteng, South Africa Edge Executives Full time

    About UsAt Edge Executives, we value talented professionals who can drive business growth and develop strong client relationships. As a Client Relationship Manager, you will play a crucial role in maintaining seamless operations and identifying new opportunities within existing accounts.Key ResponsibilitiesDevelop and execute strategies to maintain strong...


  • Johannesburg, Gauteng, South Africa Liham Consulting Pty (Ltd) Full time

    Job DescriptionWe are seeking a skilled Business Development Liaison to work closely with internal teams to resolve client issues and facilitate lead handovers.This role involves managing relationships with existing clients, ensuring accurate site data during interactions, and capturing relevant client information on the internal CRM platform.The ideal...


  • Johannesburg, Gauteng, South Africa The Legends Agency Full time

    We are seeking a proactive and experienced Client Relationship Manager to join our team. The ideal candidate will be responsible for managing and nurturing client relationships, ensuring client satisfaction, and driving the success of social media campaigns. You will be the primary point of contact for our clients, providing strategic guidance, managing...


  • Johannesburg, Gauteng, South Africa Rakkgalakane Full time

    The Client Relationship Manager will be responsible for establishing and maintaining strong relationships with key clients in the Building Material industry. This role involves understanding client needs, offering tailored solutions, and driving long-term partnerships.Requirements:Degree in Marketing, Sales, or Business AdministrationTechnical knowledge of...


  • Johannesburg, South Africa The Right Company Full time

    **CLIENT RELATIONSHIP MANAGER - JOHANNESBURG - R22000 to R25000 Cell/Data claim** The Right Company are currently recruiting for an energetic, experienced Client Relationship Manager for Catering Equipment company based in Johannesburg. **Requirements**: - Must have a good Sales attitude - Must have a technical background and be able to manage current and...


  • Johannesburg, Gauteng, South Africa Santam Insurance Full time

    About the RoleThis is an exciting opportunity for a talented individual to take on a challenging role as a Client Relationship Manager. You will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded in a timely and professional manner.


  • Johannesburg, Gauteng, South Africa Progessive International Full time

    Job DescriptionWe are seeking a skilled Client Liaison officer to join our team at Progressive International. This role is responsible for building and maintaining strong relationships with clients and key stakeholders.The ideal candidate will have experience in marketing, client relations, or a similar role in a food manufacturing environment.A marketing...


  • Johannesburg, South Africa CF Consulting Full time

    **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...