Client Relationship Manager

7 days ago


Cape Town, South Africa Coronation Fund Managers Full time

**Duties and Responsibilities**:**
Client One-Liner Portfolios**
- Main point of contact to client/ consultant/administrator
- Responsible for dealing with all client queries/requests
- Maintain internal relationships/assist portfolio managers/analysts/other parties
- Responsible for monitoring outsourced administration
- Review of daily reconciliations (including client contribution and flow accounts)
- Daily/weekly client valuation reporting
- Netbanking EFT authorisations
- Reviewing monthly and quarterly reporting
- Client Performance reviews/calculation/monitoring
- Management and performance fee reviews/processing
- Fee rebate reviews/processing
- Monthly review of interest earned on un-invested cash
- Client and portfolio cash flow administration
- Facilitating/managing onboarding of new clients/client terminations
- Preparing for investment presentations to clients
- Preparation of client annual audit certificates
- Maintaining client information on databases
- Ad hoc duties

**Additional asset portfolio responsibilities (Hedge fuds and realignment portfolios)**
- Daily hedge fund cash collateral management
- Daily cash management
- Daily review of bank recons and resolution of recon items
- Daily Prime Broker pricing review
- Weekly hedge fund dividend claims management
- Review of weekly position reconciliations to SLB for hedge funds
- Monthly review of scrip recons and resolutions of recon items
- Facilitating/managing asset transitions on hedge funds and Realignment portfolios

**Ideal Experience**:

- Minimum of 5 years relevant experience

**Ideal Qualifications**:
**Most Important Attribute**:

- Attention to detail while meeting tight deadlines

**Systems Knowledge**:

- MS Office - in particular Excel
- InvestOne or similar accounting system



  • Cape Town, Western Cape, South Africa Ideal Candidates Full time

    Overview Seeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interaction with brokers while retaining, renewing and building relationships. The Client Relationship Manager may...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Client Relationship ManagerReporting Line: Operations ManagerLocation: Steenberg, TokaiBusiness Unit: Investment ManagementPurpose of the RoleThe Client Relationship Manager is responsible for providing exceptional support and oversight in fund administration services. This dynamic role requires a passion for client service and delivery. The...


  • Cape Town, Western Cape, South Africa The Recruiters Full time

    JOB DESCRIPTION | CLIENT RELATIONSHIP MANAGER CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Client Relationship Manager. The main objective of this role is to service existing clients, including but not limited to portfolio reviews, income...


  • Cape Town, Western Cape, South Africa Recruiters of Distinction Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Recruiters of Distinction. As a key member of our client management team, you will be responsible for developing and maintaining relationships with our clients.Key ResponsibilitiesManage existing clients to ensure high levels of satisfaction and retentionDevelop and implement...


  • Cape Town, South Africa CF Consulting Full time

    **OVERALL PURPOSE** The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business...


  • Cape Town, South Africa Quicket Full time

    _Did you know? Quicket provides Africa's leading ticketing, streaming, and fundraising technology platform. With millions of users across the continent, we drive growth in the business, entertainment, cultural, and social sectors, creating jobs and boosting incomes, for individuals and businesses alike. But we don't stop there. We believe in equal access and...


  • Cape Town, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...


  • Cape Town, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...


  • Cape Town, South Africa CF Consulting Full time

    This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you: - Relevant professional Finance Services Industry Experience (5 years) -...


  • Cape Town, Western Cape, South Africa Absa Group Full time

    Shape Our FutureWe're seeking a Client Relationship Manager to join our team, where you'll play a critical role in shaping our future and driving business growth.This dynamic role requires a seasoned professional who can leverage their expertise to build strong relationships, deliver exceptional customer experiences, and drive revenue growth.Key...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    CLIENT RELATIONSHIP MANAGER (CRM): Investment Operations Cape Town, Western CapeR450 000 R550 000 TCTC Per Annum plus performance based bonusHighly reputable and innovative Asset Management firm is currently recruiting for a Client Relationship Manager to join their dynamic CRM Team.One would you as a highly professional, numerically inclined, client...


  • Cape Town, Western Cape, South Africa H&S Labour Brokers Full time

    Key Responsibilities: Broker Relationship Management: Serve as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market our policies. Sales Support: Assist brokers in presenting insurance solutions to their clients. Intermediary Role: Providing feedback to, and ongoing...


  • Cape Town, South Africa EZ Shuttle Full time

    **Key Responsibilities** - Oversee a portfolio of clients, ensuring consistent and meaningful communication to foster strong, lasting relationships. - Drive sales growth by creating and executing strategies to increase revenue from both new and existing clients. - Build and maintain partnerships with travel agencies, corporate clients, and industry...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Client Relationship ManagerLocation: Steenberg | Reports to: CEO The Relationship Manager supports the Business Development team and the CEO, focusing on relationship management, service coordination, and executive support. The role involves managing communications across teams, resolving issues, coordinating meetings and travel, and assisting with business...


  • Cape Town, Western Cape, South Africa Fidelity Services Group Full time

    Job DescriptionWe are seeking an experienced Key Account Manager SecureDrive to join our team at Fidelity Services Group. As a Key Account Manager SecureDrive, you will be responsible for managing client relationships and ensuring day-to-day operations run smoothly.Your key responsibilities will include:Managing client expectations and resolving any issues...


  • Cape Town, Western Cape, South Africa Project Growth Full time

    Job Overview:We are seeking a highly skilled Remote Client Relationship Manager to join our team at Project Growth. As a key member of our sales and marketing team, you will be responsible for developing and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Build and maintain strong...


  • Cape Town, Western Cape, South Africa Sanlam Limited Full time

    The Client Services Consultant is responsible for providing exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This involves building and maintaining strong relationships with clients and financial advisers, ensuring a seamless client experience.Main Responsibilities:Provide accurate information about our products...


  • Cape Town, Western Cape, South Africa Ideal Candidates Full time

    About:A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, the client works closely with a well-established 3rd party broker network to deliver customized insurance solutions.OverviewSeeking a...


  • Cape Town, Western Cape, South Africa H&S Labour Brokers Full time

    Key Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies.Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.Intermediary...