Client Relationship Manager – Ballito or Mount Edgecombe

2 months ago


Dolphin Coast, South Africa Headhunters Full time

Job Summary

We are seeking a highly skilled Client Relationship Manager to join our team at Headhunters. The successful candidate will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and ensuring seamless portfolio management administration.

Key Responsibilities

  • Respond promptly to client instructions and coordinate with advisor offices and core administration teams.
  • Complete mandates and client onboarding with central operations, applying product and process knowledge to finalize client instructions and queries.
  • Build effective communication with advisor offices and central operations, supporting portfolio managers with client reviews.
  • Implement the client services experience, as defined by the Head of Operations, and work with the central operations team for the implementation of administrative processes and controls in the office.
  • Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the portfolio manager.

Requirements

  • Proficient in Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Familiar with Xplan, DMA, Marble, and OPUS is an advantage.
  • Experience in the financial services industry preferred.
  • Relevant tertiary education or courses completed.
  • Knowledge of FAIS and FICA legislation.
  • Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
  • High-energy, customer-centric, and relationship-oriented.
  • Methodical, accurate, and meticulous attention to detail.
  • Strong organizational skills, with the ability to prioritize, plan, and manage projects.
  • Strong in analytical, math, and research skills, with problem-solving abilities adaptable to client needs.

What We Offer

As a Client Relationship Manager at Headhunters, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and make a real difference in the lives of our clients.



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