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Client Relationship Manager

1 month ago

Cape Town, Western Cape, South Africa CA Financial Appointments Full time
Client Relationship Manager

CA Financial Appointments is seeking a highly skilled Client Relationship Manager to join their team. This role will support the BDM and CEO in coordinating and delivering exceptional client services.

Key Responsibilities:
  • Manage and escalate client issues and concerns in a timely and professional manner.
  • Build and maintain strong, long-term relationships with clients through effective communication and service delivery.
  • Act as the primary point of contact for client queries and concerns, ensuring accurate and timely responses.
  • Coordinate and deliver presentations and pitches to clients, ensuring a high level of professionalism and attention to detail.
  • Liaise with the central marketing team to ensure branding guidelines are applied consistently across all client-facing materials.
  • Maintain a library of templates and resources to support client engagement and business development activities.
  • Coordinate local and international meetings and trips, ensuring seamless logistics and effective communication with clients and stakeholders.
  • Manage marketing materials, rooms, gifting, and catering requirements for client meetings and engagements.
  • Provide administrative support to the CEO, including coordination of tasks and projects.
Requirements:
  • Minimum of a completed tertiary qualification in Administration, Finance, or Commerce.
  • 4-6 years of experience in investment management or stockbroking, with a focus on client service, engagement, and business development.
  • Advanced skills in MS Office, PowerPoint, Excel, and Word.
  • Previous experience working with CRM systems.
  • Service-driven and client-centric, with excellent communication and interpersonal skills.
  • Organized, with strong time management and attention to detail.
  • Positive, proactive team player with excellent written and verbal communication skills.