Client Relationship Manager

1 week ago

South Africa CJ Tag LLC Full time R400 000 - R1 200 000 per year

Job description

We serve our clients with excellence, faith-alignment, and strategic foresight across tax planning, investments, wealth strategy, and financial clarity. Our work is rooted in trust, service, and divine abundance. We are now seeking a Client Relationship Manager — a person of warmth, confidence, and precision — to be the bridge between our firm and the souls we serve.

Mission of This Role

To be the Gatekeeper of Relationships — transforming client inquiries into long-term partnerships and helping clients feel seen, understood, and supported on their financial journey.

Your Core Responsibilities

Client Service (40%)

  • Proactively follow up with existing clients to offer check-ins and identify opportunities for deeper engagement.
  • Support the onboarding of new clients, coordinating both internal and client-facing deliverables.
  • Respond to inbound client requests with warmth, speed, and clarity.
  • Ensure clients feel cared for, confident, and connected to our mission.

Sales (60%)

  • Follow up with inbound leads and prospects; schedule and confirm strategy calls.
  • Support our CEO, by following up on warm leads and assisting in closing new relationships.
  • Present our firm's services and investment offerings with confidence, clarity, and integrity.
  • Develop and implement light outbound prospecting campaigns (email, LinkedIn, referrals).

Your Attributes

  • Warm, friendly, and service-driven — people feel safe and heard with you.
  • Excellent communication in spoken and written English
  • Confident in sales and nurturing high-trust, high-value client relationships
  • Organized, proactive, and consistent in follow-up.
  • Spiritually grounded or open — aligned with working in a faith-rooted, purpose-driven firm.

Requirements

  • Comes from the investment or wealth management world, with a solid understanding of financial strategy.
  • CA(SA) or Master's in Accounting (or equivalent qualification).
  • 2+ years of experience in sales or client service, ideally within finance, investments, or advisory environments.
  • Skilled with CRMs, email follow-up tools, and Google Workspace.
  • Able to work U.S. hours for at least 4–5 hours per day.
  • Fast, reliable internet and a quiet workspace.
  • A can-do attitude with strong relationship-building and management skills.

Why Join Us?

  • Work with a fast-growing firm built on faith, trust, and sacred service.
  • Make a real difference in people's financial and spiritual lives.
  • Be part of something that blends excellence with purpose.
  • Enjoy a flexible, work-from-anywhere arrangement.
  • Grow into leadership and long-term impact.

Job Type: Full-time

Work Location: Remote

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