Client Relations Manager

Overview OverviewManager - Client Relations Management role at PPS. A leadership role in the Life Operations team reporting to the Head Client Services. This role is responsible for employing all the available data tools and technologies to gain insights that will help businesses deliver, manage, measure, and improve client experience. A specialist...

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills...

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills...

About the Company We are a well-established, specialist South African provider in the Health and Medicine sector, operating since 1995. We focus on delivering compliant and comprehensive solutions in Occupational Health, Corporate Wellness, Training, and Safety to a wide network of corporate clients across various industries. Our core mission is to...

FP Markets Group of Companies is a well-established globally regulated Australian broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies. We are growing and looking to recruit a Customer Relations Specialist in Johannesburg Office.This is an exciting opportunity to join a global company with a professional,...

A financial services company is seeking a Financial Client Relationship Officer in Johannesburg. The ideal candidate must have significant experience in administrative roles within the financial sector, including investments and financial planning, and be proficient in Microsoft Office. This permanent position offers a market-related salary and requires the...

A dynamic investment firm is seeking a Client Success Manager to enhance investor relations and streamline operations. The ideal candidate will manage daily investor interactions, oversee CRM management, and drive marketing efforts, focusing on optimizing workflows and improving the overall investor experience. A background in Client Success or similar roles...

A dynamic investment firm in Johannesburg is seeking a Client Success Manager to enhance investor relations and streamline operations. The ideal candidate should possess excellent communication skills and have 2-4+ years of experience in Client Success or similar roles. Responsibilities include managing daily investor interactions, CRM management, and...

A leading wealth-management firm is looking for a Client Relationship Specialist to service high-net-worth clients in Johannesburg. This role involves conducting financial reviews and achieving monthly Funds Under Management targets. Candidates should have a strong understanding of financial markets, excellent relationship management skills, and at least 2-5...

An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role includes engaging with qualified leads, responding to client queries, and ensuring compliance in administrative processes. Candidates must possess a 3-year tertiary qualification in...