Client Experience Manager

4 days ago


Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full time

We are looking for an exceptional Client Relationship Manager to join our team at Chartered Wealth Solutions. As the primary point of contact for our clients, you will play a crucial role in building strong relationships and delivering exceptional client experiences.

The successful candidate will have a proven track record of collaboration with financial planners in an individual business capacity and possess excellent organizational skills. They will also be tech-savvy with tools like XPlan or financial planning software, Astute, Outlook, Word, and Excel.

In this role, you will be responsible for managing client communications, setting up meetings, and handling client queries promptly. You will also be required to process paperwork, follow up with service providers, and ensure that all details are accurate and up-to-date.

Key Responsibilities:

  • Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
  • Client Support: Handle client queries promptly and foster ongoing relationship-building efforts to ensure client satisfaction.
  • Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers additions, change of details and compliance forms etc.
  • Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
  • Team Collaboration: Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.

What We Offer:

A salaried position that ensures your financial stability and job satisfaction.
We are committed to providing our employees with the tools and skills needed to deliver the ultimate client experience.



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