Account Management Expert
3 weeks ago
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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