Client Relationship Assistant
7 days ago
In this role as a Client Relationship Assistant, key responsibilities include:
• Managing client files, both physical and electronic
• Coordinating with clients to obtain necessary documents within specified timeframes
• Maintaining accurate records of new agreements, renewals, and add-on products
• Supporting the sales process for new, upsold, and cancelled contacts
• Requesting company documents from clients as needed
• Compiling quotes and ordering hardware for products
• Conducting research from various departments to address client inquiries
• Ensuring timely follow-up on requests sent to other departments
• Communicating professionally with clients, keeping them informed of progress at all times
• Distributing marketing materials to clients as requested
• Providing assistance with client queries via email and phone related to product-specific issues
• Notifying the CRM of potential training needs based on client inquiries and scheduling meetings
• Investigating client concerns and compiling reports as necessary
• Locating requested documents
• Maintaining and updating client files with current information/documents
• Ensuring client files are organized and presented in an orderly manner
• Following up on email queries on behalf of the CRM when requested
This role requires a strong understanding of administrative procedures.
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Client Relationship Consultant
1 day ago
Cape Town, Western Cape, South Africa Capital Growth Full timeJob Description: Client Relationship ConsultantCapital Growth is seeking a highly skilled and motivated Client Relationship Consultant to join our team. In this role, you will be responsible for delivering high-quality results and driving business growth.Key Responsibilities:In-person visits to clients to assist with and explain the onboarding processAssist...
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client relationship manager
6 days ago
Cape Town, Western Cape, South Africa The Recruiters Full timeJOB DESCRIPTION | CLIENT RELATIONSHIP MANAGER CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Client Relationship Manager. The main objective of this role is to service existing clients, including but not limited to portfolio reviews, income...
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Client Relationship Manager
2 weeks ago
Cape Town, Western Cape, South Africa Ideal Candidates Full timeOverview Seeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interaction with brokers while retaining, renewing and building relationships. The Client Relationship Manager may...
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Client Relationship Manager
3 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeAs part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business...
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Client Relationship Manager
3 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Title: Client Relationship ManagerReporting Line: Operations ManagerLocation: Steenberg, TokaiBusiness Unit: Investment ManagementPurpose of the RoleThe Client Relationship Manager is responsible for providing exceptional support and oversight in fund administration services. This dynamic role requires a passion for client service and delivery. The...
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Client Relationship Manager
2 weeks ago
Cape Town, Western Cape, South Africa H&S Labour Brokers Full timeKey Responsibilities: Broker Relationship Management: Serve as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market our policies. Sales Support: Assist brokers in presenting insurance solutions to their clients. Intermediary Role: Providing feedback to, and ongoing...
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Client Relationship Manager
3 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeClient Relationship ManagerLocation: Steenberg | Reports to: CEO The Relationship Manager supports the Business Development team and the CEO, focusing on relationship management, service coordination, and executive support. The role involves managing communications across teams, resolving issues, coordinating meetings and travel, and assisting with business...
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Jnr Client Relationship Manager
2 weeks ago
Cape Town, Western Cape, South Africa H&S Labour Brokers Full timeKey Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies.Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.Intermediary...
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Client Relationship Director
2 days ago
Cape Town, Western Cape, South Africa IQ-EQ Full timeCompany DescriptionIQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.Job DescriptionThe Director is responsible to actively promote and position IQ EQ Group's (the Group) brand in...
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Client Relationship Consultant
2 days ago
Cape Town, Western Cape, South Africa LabourNet Full timeAbout the Role:As a Client Relationship Consultant at LabourNet, you will be responsible for establishing and maintaining relationships with clients to generate new business opportunities. This involves identifying prospective clients' needs and infiltrating their existing client base for cross-service initiatives. You will also be expected to maintain...
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Client Relationship Manager
1 day ago
Cape Town, Western Cape, South Africa Engineered Sourcing Full timeWe are seeking a skilled Client Relationship Manager to join our team. In this role, you will be responsible for maintaining and growing existing client relationships, identifying new business opportunities, and developing strategic partnerships with key clients.Your Key Responsibilities will include:Building and maintaining strong relationships with key...
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Junior Client Relationship Manager
1 week ago
Cape Town, Western Cape, South Africa Ideal Candidates Full timeAbout:A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, the client works closely with a well-established 3rd party broker network to deliver customized insurance solutions.OverviewSeeking a...
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CLIENT RELATIONSHIP MANAGER
6 days ago
Cape Town, Western Cape, South Africa HR Genie Full timeCLIENT RELATIONSHIP MANAGER (CRM): Investment Operations Cape Town, Western CapeR450 000 R550 000 TCTC Per Annum plus performance based bonusHighly reputable and innovative Asset Management firm is currently recruiting for a Client Relationship Manager to join their dynamic CRM Team.One would you as a highly professional, numerically inclined, client...
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Client Relationship Consultant
2 days ago
Cape Town, Western Cape, South Africa LabourNet Full timeLabourNet City of Cape Town, Western Cape, South AfricaClient Relationship ConsultantLabourNet City of Cape Town, Western Cape, South AfricaPackage & Remuneration:Salary: R20 400 - R30 600 CTC per monthBenefits: Cell phone, 3G, and pension fund (Included in CTC) + excellent career growth as well as a great Commission Structure.The Client Relationship...
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Client Relationship Manager
10 hours ago
Cape Town, Western Cape, South Africa Smollan Group Full timeAbout UsThe Smollan Group is a leading retail solutions company that provides exceptional support to our clients through dedicated sales teams.Role OverviewWe are seeking a Client Relationship Manager to join our team. This role involves managing client relationships, driving client KPIs, and providing exceptional support to our clients.ResponsibilitiesBuild...
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Client Relationship Specialist
19 hours ago
Cape Town, Western Cape, South Africa Recooty Full timeRecooty is a leading provider of innovative solutions, and we are looking for a Client Relationship Specialist to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients.About the JobThe successful candidate will have a proven track record in client-facing roles and excellent communication...
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Client Relationship Specialist
1 day ago
Cape Town, Western Cape, South Africa Absa Group Full timeThe Client Relationship Specialist is responsible for building and maintaining strong relationships with clients, ensuring that their financial needs are met and exceeded. This involves working closely with clients to understand their goals, identifying areas for improvement, and developing tailored solutions to meet their needs. You will also be responsible...
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Client Relationship Manager
23 hours ago
Cape Town, Western Cape, South Africa Iress Full timeClient Relationship Manager - Investment ManagementClient Relationship Manager - Investment ManagementApply locations: Cape TownTime type: Full timePosted on: Posted 15 Days AgoJob requisition id: V-08948Who we areAt Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have...
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Client Relationship Manager
7 days ago
Cape Town, Western Cape, South Africa Recruiters of Distinction Full timeAbout the RoleWe are seeking a Client Relationship Manager to join our team at Recruiters of Distinction. As a key member of our client management team, you will be responsible for developing and maintaining relationships with our clients.Key ResponsibilitiesManage existing clients to ensure high levels of satisfaction and retentionDevelop and implement...
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Client Relationship Manager
19 hours ago
Cape Town, Western Cape, South Africa Dante Group Pty Ltd Full timeAs a Client Relationship Manager at Dante Group Pty Ltd, you will be responsible for managing client relationships to drive sales growth, presenting executive-level proposals, and collaborating with internal teams.Essential SkillsGr.12/Matric qualification in ICT Solution Sales and/or Account Management.Negotiation and presentation skills at an executive...