Strategic Client Relationship Manager

15 hours ago


Paarl, Western Cape, South Africa Frank Consult Full time
Job Overview

We are seeking a Strategic Client Relationship Manager to join our team at Frank Consult. This role offers an excellent opportunity to grow and make a meaningful impact in a dynamic environment.

Key Responsibilities:
  • Manage a portfolio of 20–30 adviser practices, strengthening and maintaining client relationships.
  • Serve as the primary point of contact for customer account management.
  • Develop and maintain strong, long-lasting client relationships.
  • Lead and resolve complex client challenges in collaboration with internal teams.
  • Ensure the timely delivery of management and payment reports.
  • Work closely with cross-functional teams to improve service delivery.
  • Maintain data accuracy and integrity.
  • Train, mentor, and support junior account managers.
Requirements:
  • Bachelor's degree or diploma in finance or a related field.
  • Minimum of 2 years' experience in a leadership position.
  • 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.
About Us:

Our client is an innovative FinTech company revolutionising the financial services industry through their cutting-edge web application. They are dedicated to empowering their customers with simple, effective solutions designed for success.

What We Offer:
  • A market-related salary: R800,000 per annum.
  • An opportunity to grow and make a meaningful impact in a dynamic environment.
  • A chance to work with a leading FinTech company in South Africa.
  • Ongoing training and development opportunities.


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