Account Management Expert

3 weeks ago


Paarl, Western Cape, South Africa Frank Consult Full time

About Frank Consult: Our company is an innovative FinTech firm that is revolutionising the financial services industry through its cutting-edge web application.

Job Overview: As a Senior Account Manager at Frank Consult, you will play a crucial role in strengthening and maintaining client relationships. You will manage a portfolio of 20–30 adviser practices and work closely with internal teams to improve service delivery.

Key Responsibilities:

  • Daily communication with clients to request and process bank and commission statements
  • Reconcile bank statements and ensure data integrity
  • Follow up with providers to obtain commission statements
  • Manage unlinked items with clients and partners, ensuring all information is complete
  • Conduct quality checks to align data with client expectations and guidelines

Requirements:

  • Bachelor's degree or diploma in finance or a related field (essential)
  • Minimum of 2 years' experience in a leadership position (essential)
  • Experience in South Africa's financial services or financial planning industry (advantageous)
  • Proven expertise in managing large datasets
  • Advanced Excel skills
  • Strong analytical and problem-solving abilities
  • Proficient in a variety of software and tools
  • Self-motivated and proactive, with a collaborative approach
  • Meticulous attention to detail and accuracy
  • Excellent organisational and administrative capabilities
  • Exceptional verbal and written communication skills in English and Afrikaans

Benefits:

  • Market-related salary: R800,000 - R1,200,000 per annum
  • Group benefits package
  • Holiday pay
  • Annual bonus


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