Senior Account Manager

4 weeks ago

Paarl, South Africa Frank Consult Full time

Our client is an innovative FinTech company revolutionising the financial services industry through its cutting-edge web application. It is dedicated to empowering its customers with simple, effective solutions designed for success.

As a Senior Account Manager, you will manage a portfolio of 20–30 adviser practices and play a crucial role in strengthening and maintaining client relationships. This position offers an excellent opportunity to grow and make a meaningful impact in a dynamic environment. They are looking for a detail-oriented professional who can effortlessly navigate the big picture and the finer nuances of any challenge. They need a natural organiser and multitasker, someone who thrives on solving complex problems with creative and practical solutions. This kind of person constantly seeks opportunities to optimise processes, motivates and inspires others, and embraces change with enthusiasm and determination.

Responsibilities

  • Serve as the primary point of contact for customer account management.
  • Develop and maintain strong, long-lasting client relationships.
  • Lead and resolve complex client challenges in collaboration with internal teams.
  • Ensure the timely delivery of management and payment reports.
  • Work closely with cross-functional teams to improve service delivery.
  • Maintain data accuracy and integrity.
  • Train, mentor, and support junior account managers.
  • Identify opportunities for process improvements.

Duties

  • Daily communication with clients to request and process bank and commission statements.
  • Reconcile bank statements and ensure data integrity.
  • Follow up with providers to obtain commission statements.
  • Manage unlinked items with clients and partners, ensuring all information is complete.
  • Conduct quality checks to align data with client expectations and guidelines.
  • Prepare and finalise client reports for specified periods.
  • Engage in follow-up meetings and correspondence to address corrections or evolving client needs.

Requirements

  • Bachelor’s degree or diploma in finance or a related field (essential).
  • Minimum of 2 years’ experience in a leadership position (essential).
  • Experience in South Africa’s financial services or financial planning industry (advantageous).
  • Proven expertise in managing large datasets.
  • Advanced Excel skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in a variety of software and tools.
  • Self-motivated and proactive, with a collaborative approach.
  • Meticulous attention to detail and accuracy.
  • Excellent organisational and administrative capabilities.
  • Exceptional verbal and written communication skills in English and Afrikaans.

Vacancy: Senior Account Manager (Financial Services)

  • Location: Hybrid – Paarl, South Africa
  • Contract Type: Permanent
  • Compensation: Market-related salary + group benefits

About Our Client

Our client is an innovative FinTech company revolutionising the financial services industry through their cutting-edge web application. They are dedicated to empowering their customers with simple, effective solutions designed for success.

Who You Are

You are a detail-oriented professional who can see both the big picture and the finer nuances of any challenge. A natural organiser and multitasker, you excel at solving complex problems with creative, practical solutions. You are always looking for ways to optimise processes, inspire those around you, and embrace change with energy and determination.

Requirements

  • Bachelor’s degree or diploma in finance or a related field (essential).
  • Minimum of 2 years’ experience in a leadership position (essential).
  • Experience in South Africa’s financial services or financial planning industry (advantageous).
  • Proven expertise in managing large datasets.
  • Advanced Excel skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in a variety of software and tools.
  • Self-motivated and proactive, with a collaborative approach.
  • Meticulous attention to detail and accuracy.
  • Excellent organisational and administrative capabilities.
  • Exceptional verbal and written communication skills in English and Afrikaans.

Key Attributes

  • Confident and effective communicator with strong leadership skills.
  • Ability to build and maintain meaningful relationships.
  • Proactive, with a growth-focused mindset.
  • Adaptable, with a client-centric and collaborative approach.

If you’re ready to bring your expertise to a team where your contributions will make a difference, we’d love to hear from you

Apply now and take the next step in your career with our client, an industry leader in innovative financial services solutions.

 

  • Senior Accounting Professional

    3 days ago

    Paarl, Western Cape, South Africa Communicate Recruitment Full time

    About the RoleWe are looking for a seasoned Senior Accounting Professional to join our team at Communicate Recruitment. As a senior member of our financial team, you will be responsible for providing strategic guidance and support to our accounting operations.The ideal candidate will have a strong background in accounting and financial management, with a...

  • Senior Accountant

    1 month ago

    Paarl, South Africa Communicate Recruitment Full time

    Job Description:As the Senior Accountant your duties and responsibilities could include the following:Ensure all entities maintain tax compliance across various jurisdictionsManage the full insurance function for the Investments and Engineering group, including annual renewals, claims processing, and asset additionsMonitor debtor accounts to ensure timely...

  • Senior Account Manager

    4 weeks ago

    Paarl, South Africa Jobted ZA C2 Full time

    Our client is an innovative FinTech company revolutionising the financial services industry through its cutting-edge web application. It is dedicated to empowering its customers with simple, effective solutions designed for success. As a Senior Account Manager, you will manage a portfolio of 20–30 adviser practices and play a crucial role in strengthening...

  • Senior Account Manager

    3 weeks ago

    Paarl, South Africa Frank Consult Full time

    Our client is an innovative FinTech company revolutionising the financial services industry through its cutting-edge web application. It is dedicated to empowering its customers with simple, effective solutions designed for success.As aSenior Account Manager , you will manage a portfolio of 20–30 adviser practices and play a crucial role in strengthening...

  • Accountant

    3 months ago

    Paarl, South Africa CA Financial Appointments Full time

    An established and unique wine estate in the Paarl region, is seeking the assistance of an Accountant. In this role you will report to the Senior Accountant, be responsible for preparing and finalising monthly sales and budgets. You will support the Senior Accountant with various other tasks and assist the Financial Manager with developing financial and...

  • Accountant

    3 months ago

    Paarl, South Africa CA Financial Appointments Full time

    An established and unique wine estate in the Paarl region, is seeking the assistance of an Accountant. In this role you will report to the Senior Accountant, be responsible for preparing and finalising monthly sales and budgets. You will support the Senior Accountant with various other tasks and assist the Financial Manager with developing financial and...

  • Senior Account Manager

    4 weeks ago

    Paarl, South Africa Frank Consult Full time

    Our client is an innovative FinTech company revolutionising the financial services industry through its cutting-edge web application. It is dedicated to empowering its customers with simple, effective solutions designed for success.As a Senior Account Manager, you will manage a portfolio of 20–30 adviser practices and play a crucial role in strengthening...

  • Senior Account Manager

    4 weeks ago

    Paarl, South Africa Frank Consult Full time

    Our client is an innovative FinTech company revolutionising the financial services industry through its cutting-edge web application. It is dedicated to empowering its customers with simple, effective solutions designed for success. As a Senior Account Manager , you will manage a portfolio of 20–30 adviser practices and play a crucial role in strengthening...

  • Senior Financial Accountant

    1 month ago

    Paarl, Western Cape, South Africa United Exports Full time

    United Exports, a leading export company based in Paarl, seeks an experienced Senior Financial Accountant to join its finance team.Estimated annual salary for this role is around R550,000 - R650,000, depending on experience and qualifications.Key Responsibilities:Reconcile monthly creditors and ensure accurate financial records.Process weekly grower payments...

  • Management Accountant

    5 months ago

    Paarl, South Africa Sagen Advisory Full time

    Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Management Accountant. This group has interests across the country and this role will be situated in the Cape Winelands, Western Cape. This is a newly created role due to expansion and growth, thus presenting a unique...

  • Senior Manager, Finance

    2 months ago

    Paarl, South Africa SBA Communications Full time

    SBA Communications is a leading independent owner and operator of wireless communications infrastructure, including towers, buildings, rooftops, DAS and small cells. We offer a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment. We welcome your interest in SBA. Let us know a little about...

  • Accounting Manager

    7 months ago

    Paarl, South Africa Communicate Recruitment Full time

    A Financial Services company with a strong technological infrastructure and a client-centric approach has an exciting opportunity for you to grow and improve your managerial skills. Take your next best career step by submitting your CV now. Take responsibility for Accountants, check in on them daily, and assist them to plan their week Ensure all monthly...

  • Senior Accounting Lead

    7 days ago

    Paarl, Western Cape, South Africa Communicate Recruitment Full time

    Accounting LeadershipThe ideal candidate will have strong leadership skills and expertise in financial operations.Primary Responsibilities:Oversee the full accounting function, including invoicing and audits.Develop and implement effective accounting processes.Necessary Qualifications:Advanced accounting knowledge and experience in team management.Strong...

  • Senior Accounting Specialist

    3 days ago

    Paarl, Western Cape, South Africa Cardoso Recruitment Full time

    An industry leading accounting and auditing firm in Paarl is seeking a skilled SAIPA Clerk to join their team in 2024. The SAIPA Articles program is a three-year intensive traineeship designed to prepare individuals for managing companies' finances.Key Requirements:Matric (Mathematics and Accounting) certificateBachelor of Commerce in Accounting degree or...

  • Accounting Manager

    2 weeks ago

    Paarl, South Africa Communicate Recruitment Full time

    Prepare journalsVat & TaxPlanning and reviewsManage client portfolioResponsible for invoicingFull accounting functionSchedule auditsManage article clerks Skills & Experience:Team managementAccounting Qualification:SAIPA or PA(SA) registered Contact SHAKIRAH LAKAY on

  • Accounting Manager

    2 weeks ago

    Paarl, South Africa Communicate Recruitment Full time

    Prepare journalsVat & TaxPlanning and reviewsManage client portfolioResponsible for invoicingFull accounting functionSchedule auditsManage article clerks Skills & Experience: Team managementAccounting Qualification: SAIPA or PA(SA) registered Contact SHAKIRAH LAKAY on

  • Account Management Expert

    6 days ago

    Paarl, Western Cape, South Africa Frank Consult Full time

    About Frank Consult: Our company is an innovative FinTech firm that is revolutionising the financial services industry through its cutting-edge web application.Job Overview: As a Senior Account Manager at Frank Consult, you will play a crucial role in strengthening and maintaining client relationships. You will manage a portfolio of 20–30 adviser practices...

  • Senior Bookkeeper

    7 months ago

    Paarl, South Africa Finovate Full time

    Our client in the fruit industry is currently looking for a **Senior Bookkeeper **to join their team. Their office are based on a farm outside Paarl (between Paarl and Wellington). **Key Responsibilities**: - Manage all aspects of bookkeeping up until Trial Balance. - Ensure accurate and timely recording of financial transactions. - Reconcile accounts and...

  • Accounting & Auditing Professional

    3 days ago

    Paarl, Western Cape, South Africa Cardoso Recruitment Full time

    The Cardoso Recruitment team is excited to announce a unique opportunity for a SAIPA Clerk to join an esteemed accounting and auditing firm in Paarl. This role offers a chance to develop valuable skills and gain hands-on experience in financial management.Job Description:Provide support to senior accountants and auditorsAssist with financial statement...

  • Senior Financial Operations Manager

    1 month ago

    Paarl, Western Cape, South Africa Network Recruitment Full time

    About the RoleWe are seeking an experienced and accomplished Regional Financial Manager to join our client, a leading company in the security and fencing industry, based in the Cape Winelands. This dynamic role offers a unique opportunity for a finance professional to contribute to strategic decision-making within an expanding international business.As a...