Client Relationship Manager

5 days ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

We are seeking a highly motivated Client Relationship Manager - Fund Services to join our team at CA Financial Appointments.

This role involves managing client relationships and ensuring that all onboarding processes are followed correctly.

The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and possess strong communication skills.

We offer a competitive salary range of R350,000 - R450,000 per annum, depending on experience.

Responsibilities:

  • Manage client relationships and ensure that all onboarding processes are followed correctly
  • Verify DocFox authorised daily, and necessary FICA requirements met before loading investor
  • Investigate outstanding documents with Client, provide Clients with regular feedback
  • Create new clients and update all tags
  • Capture regulatory classifications (FATC, OECD, ASISA, SARB) and tax classifications (DWT, IWT)
  • Ensure daily individual checklist are updated by administrators and handed to Team Leader for final sign-off
  • Liaise with compliance and Internal audit, ensure adherence to FICA RMCP
  • Review and submit High-Risk clients to Compliance
  • Implement and maintain process controls using workflow management
  • Ensure all items have relevant comments for audit purposes and escalate aged items

Requirements:

  • Minimum of a completed tertiary qualification preferred, minimum of Matric
  • Previous exposure to applicable legislation
  • Experience with reconciliations in the Manco to Inflow & Outflow accounts


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Overview of the RoleWe are seeking a Client Relationship Manager to join our team at Rory Mackie & Associates. The ideal candidate will be responsible for maintaining exceptional client service levels and building positive relationships with clients.


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    We are West Coast Personnel, a dynamic recruitment agency. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, particularly Estate Agents, across the Cape Town, West Coast, Helderberg, and Winelands regions.The estimated salary for this position is R420,000 - R520,000 per annum.Job...


  • Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

    Job OverviewWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Isilumko Staffing (JHB). As a Client Services Consultant, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesEngage with clients to understand their needs and...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: Client Relationship Manager About The Legends Agency: We are a dynamic fintech company providing innovative lending solutions to small and medium-sized businesses in the UK. Estimated Salary: R21,000 - R25,000 per annum (+ incentive) Key Responsibilities: Proactively contact clients nearing the end of their funding agreements to discuss renewal...


  • Cape Town, Western Cape, South Africa Recruitment Solutions Full time

    Job DescriptionWe are seeking a highly skilled Client Relationship Manager to join our team at Recruitment Solutions. In this role, you will be responsible for developing strong relationships with our customers, connecting with key business executives and stakeholders, and preparing sales reports.The ideal candidate will have excellent communication skills,...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job Title: Strategic Client Relationship ManagerNedbank's Mission:To deliver banking solutions to clients by understanding their business and needs through relationship management, aiming to achieve Nedbank's strategy of being the most admired bank.Key Responsibilities:Delivering Value to Clients:Demonstrate an understanding of client needs by delivering...


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

    We are seeking a highly skilled Senior Client Relationship Manager to join our team at HR Genie.About the Role:This is an exciting opportunity for someone who excels in building and maintaining strong relationships with clients, delivering exceptional client experiences, and driving business growth.Responsibilities:Develop and execute strategic plans to...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Rory Mackie & Associates is a renowned institution providing high-quality client servicing. We are seeking a highly skilled Strategic Client Relationship Manager to join our team.Company Overview:We offer a unique opportunity to work with a designated set of clients, invested via an Investment Management Agreement or equivalent.Our team works closely with...


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

    About the Opportunity:As a Client Relationship Executive at HR Genie, you will play a critical role in driving business growth and delivering exceptional client experiences. We are looking for a talented individual who is passionate about building strong relationships and driving results.Key Responsibilities:Manage and nurture client relationships to drive...


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

    Job Title: Senior Client Relationship ManagerAt The Recruitment Council, we are seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our institutional clients. Key Responsibilities:Act as the primary point of contact...


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

    Job Title: Client Relationship DirectorWe are seeking a highly skilled Client Relationship Director to join our team at The Recruitment Council. As a key member of our business development team, you will be responsible for providing exceptional support to our CEO and driving business growth through outstanding client services.Responsibilities:Manage client...


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

    Job Title: Client Relationship LeadWe are seeking a highly skilled Client Relationship Lead to join our team at The Recruitment Council. This exciting role offers the opportunity to build meaningful relationships and address diverse needs in fund administration services.Key Responsibilities:Maintain and cultivate relationships with local and offshore...


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

    Job OverviewWe are seeking a highly skilled Account Manager to join our team at HR Genie. This is an exciting opportunity for someone who is passionate about delivering exceptional client experiences and building long-lasting relationships.SalaryThe estimated annual salary for this role is $65,000 - $80,000, depending on location and experience.Key...


  • Cape Town, Western Cape, South Africa Nermai Solutions Full time

    Nermai Solutions is looking for a skilled Operations and Client Relationship Manager to lead our client operations team. This is an exciting opportunity for a proactive, results-oriented professional who is passionate about client service and operational excellence.We are seeking someone with 5+ years of experience in client operations, customer service...


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Description:We are seeking a highly motivated and experienced Senior Client Relationship Manager/Client Success Associate to join our team at West Coast Personnel.About the Role:The successful candidate will be responsible for building and maintaining strong client relationships, attending meetings, and conducting satisfaction reviews. Key...


  • Cape Town, Western Cape, South Africa Fempower Full time

    Job Title: Account ManagerJob Summary:A key role at Fempower, the Account Manager will be the primary point of contact for our clients, responsible for fostering strong relationships and delivering exceptional service. Key Responsibilities:Support clients throughout their booking process, providing timely assistance and resolving issues efficiently.Manage...


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

    We are seeking a Senior Client Relationship Manager to join our team at HR Genie. The estimated salary for this role is $130,000 - $160,000 per annum.Job Description:The successful candidate will be responsible for playing an integral role in new business pitches and holding responsibility for the effective onboarding of new clients. They will also...


  • Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time

    About the RoleIn this exciting opportunity, we are seeking a highly skilled Senior Client Relationship Manager to join our team at M&G Investments Southern Africa. As a key member of our Institutional Client Services Team, you will play a pivotal role in managing and supporting client-facing colleagues to deliver exceptional service to our institutional...


  • Cape Town, Western Cape, South Africa Nermai Solutions Full time

    Nermai Solutions seeks an exceptional Client Relationship Strategist to join our team. As a key member of our operations department, you will play a vital role in managing client relationships, optimizing operational processes, and driving client satisfaction.Job OverviewThe ideal candidate will act as a point of contact between our clients and internal...


  • Cape Town, Western Cape, South Africa Unlimited Force Marketing Full time

    Unlimited Force Marketing is seeking a highly motivated and passionate Client Relationship Specialist to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and providing exceptional service. If you have a knack for sales and enjoy working in...