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Results for client relations manager in "client relations manager" in Jobs in South Africa in South Africa
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Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services.The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base supplied by the company which is an exciting opportunity to provide your expert financial advice Responsibilities:Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.Prospect and obtain new clients in the market to add to its already extensive bookProvide financial products and services in a professional manner, building rapport and confidence in the clients.Maintain ongoing communication with clientsDevelop comprehensive financial plans tailored to individual clientProvide advice on investment strategies, retirement planning, estate planning, and tax optimizationStay informed about market trends and economic developmentsAssess clients risk tolerance and recommend appropriate risk management strategiesProvide advice on Investment and Risk Products.Identify opportunities for cross-selling and upselling financial servicesNetwork with professionals, attend industry events, and participate in marketing initiativesEnsure compliance with industry regulations and ethical standards.Maintain accurate records and documentation.Stay updated on changes in financial laws and regulations.Prepare regular reports for management and clients.RequirementsMinimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/Finance-related qualifications)RE5 Non-NegotiableDrivers License and own vehicle Non-negotiableRelevant Class of Businesses in placeFit and ProperMinimum 3 Years in Financial Planning RoleExcellent command of Microsoft Excel or related softwareRemunerationR20 000 - R30 000 Basic Salary (Experience/Qualification dependent)Lucrative Commission Structure ***Please note, only shortlisted candidates will be contacted***
https://www.jobplacements.com/Jobs/S/Salaried-Wealth-Manager-1252228-Job-Search-01-15-2026-10-26-21-AM.asp?sid=gumtree
1d
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The candidate must have a completed BCom (Honours) (Investment Management or similar) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. A Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesProactively cultivate relations and be prepared to engage socially where beneficialProvide expert initial and ongoing training on their custom IT systemWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsManage and leverage internal resources to meet deliverablesDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by late January 2026, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/C/Client-Relations-Specialist-Investment-Management-1249611-Job-Search-01-08-2026-10-18-48-AM.asp?sid=gumtree
8d
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An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. This role is ideal for a detail-oriented and client-focused individual who enjoys supporting Financial Advisers with technical, administrative, and planning-related functions while building a long-term career in financial planning.Key ResponsibilitiesProvide comprehensive financial planning and administrative support to allocated Financial AdvisersPrepare financial plans, risk management documents, and Statements of Advice in line with adviser strategy, client needs, and compliance requirementsAssist with portfolio reviews, ensuring investment strategies remain aligned to client objectives and market conditionsReview and manage clients risk cover, recommending changes where appropriatePrepare and maintain accurate client reports, review documentation, and correspondenceLiaise directly with clients regarding queries, applications, and documentationGather policy and client information and compile clear, accurate summariesResearch product information and prepare quotations and new business applicationsManage diaries, prepare for review appointments, and report on new business statisticsMaintain and update CRM systems and client records in line with internal proceduresRequirementsBCom degree in Finance, Investments, Financial Planning, Economics, or a related fieldCFP and/or Postgraduate Diploma in Financial PlanningMinimum 2 years experience working as a ParaplannerStrong understanding of financial planning processes and compliance requirementsIdeal CandidateClient-centric with strong communication and interpersonal skillsHighly detail-oriented and analytically mindedWell organised with strong planning and time-management skillsAble to work independently while contributing positively to a teamAdaptable, resilient, and solutions-drivenFor more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/P/Paraplanner-1252574-Job-Search-01-16-2026-04-13-21-AM.asp?sid=gumtree
13h
Job Placements
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Accountant (Client Portfolio Management)Take ownership of a full client portfolio in a dynamic accounting firmCape Town | R35,000 R45,000 CTCAbout Our ClientThis Cape Town-based accounting practice offers a full suite of financial, tax, and advisory services to a loyal client base. Known for its technical depth and hands-on support, the firm provides a professional environment where accountants can grow their expertise and manage their own portfolios with autonomy and accountability.The Role: Accountant (Client Portfolio Management)As the Accountant, you will be responsible for independently managing a portfolio of clients across accounting, payroll, VAT, and tax services. You will ensure compliance with South African regulations while delivering accurate and timely submissions. This is a client-facing role requiring a high degree of organisation, professionalism, and technical competency.Key ResponsibilitiesManage a portfolio of accounting clients independentlyMaintain accurate client accounting records and perform reconciliationsPrepare and submit VAT, PAYE, and other statutory returnsHandle monthly payroll processing for multiple clientsPrepare year-end files and draft financial statementsEnsure compliance with SARS, CIPC, and other statutory bodiesLiaise directly with clients on technical queries and submission deadlinesStay updated with changes in tax and labour legislationAbout YouBachelors degree in Accounting, Finance, or a related fieldMinimum 3 years experience in a similar role, managing multiple clientsStrong knowledge of South African tax and labour lawsProficient in accounting software and Microsoft ExcelExcellent attention to detail and deadline managementComfortable working independently and handling client communicationStrong organisational and problem-solving skills
https://www.jobplacements.com/Jobs/A/Accountant-Client-Portfolio-Management-1250476-Job-Search-1-12-2026-7-54-47-AM.asp?sid=gumtree
5d
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REQUIREMENTSMatric, relevant qualification advantageousPrevious experience in programs such as CorelDRAW Excellent computer skillsPrevious designs skills advantageousInterest in graphic designAble to work under pressureHave excellent communication skills both over email and telephonicallyReliableFriendly personalityExcellent problem-solving skillsDUTIES Liaising telephonically with clients and assisting with general queries and questions relating to artwork approvalManaging all internal e-mail correspondence between applicable departments directly related to allocated orders and approval of artwork for these ordersAssuring that all artwork received from Layout Artists is correct and received in time to achieve stipulated and predetermined deadlinesAssuring that every effort is made to receive clients approved artwork to achieve stipulated and predetermined deadlinesKeeping accurate record of all allocated orders and the status of each by use of online platforms provided to aid in workload management, meet deadlines and build a needed culture of transparency for all allocated ordersSupporting the sales team (Account managers and Management) with general operations to help reach team objectives and meet client needsManaging all e-mail correspondenceManagement of and assisting with the above-mentioned duties in the absence of and on behalf of colleagues within the same departmentSalary: dependant on experience Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
https://www.jobplacements.com/Jobs/C/Creative-Layout-Administrator--CorelDRAW-1252080-Job-Search-01-15-2026-04-30-30-AM.asp?sid=gumtree
2d
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In-house Claims ConsultantJoin a South African Financial Service Provider supporting complex medical claimsMedical Malpractice | Rosebank, Johannesburg | R15,000 gross per monthAbout Our ClientOur client is a South African financial services provider specialising in medical malpractice and healthcare-related claims. The business is known for its focused expertise in this niche area, a collaborative working environment, and a commitment to supporting clients through complex and sensitive legal matters.The Role: In-house Claims ConsultantThis role exists to support the existing claims team by assisting with day-to-day administrative duties and managing simpler medical malpractice matters. It offers hands-on exposure to medical negligence work and provides a solid foundation for growth within a specialised claims and legal environment.Key Responsibilities02 years relevant administrative or claims-related experience supporting case or file managementAssist the claims team with administrative and case management tasksSupport the handling of simpler medical malpractice claimsDraft and prepare basic legal documentation and correspondenceLiaise with internal team members to ensure claims are progressed efficientlyMaintain accurate and up-to-date records and case filesAbout You02 years of experience in an administrative, legal support, or claims-related roleStrong attention to detail and ability to manage documentation accuratelyGood written communication skills for drafting correspondenceAbility to work methodically and manage multiple tasksProfessional, reliable, and able to work effectively within a team
https://www.jobplacements.com/Jobs/I/In-house-Claims-Consultant-1250811-Job-Search-1-13-2026-6-12-07-AM.asp?sid=gumtree
4d
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Employer DescriptionOur client is a Manufacturer of Homecare ProductsJob DescriptionOur client has an opportunity for an energetic individual to fill the position of the Junior Key Account Manager. The position is based in the East Rand. The successful incumbent will be responsible for the following:Management and growth of key B2B customer relationships within the FMCG and manufacturing sectorsMaintaining strong client partnerships, ensuring timely delivery of products and servicesAssist in managing relationships with key distributors, wholesalers, and industrial clientsServe as a day-to-day contact for assigned accounts, responding promptly to client inquiries and needsSupport senior team members in conducting client meetings, business reviews, and product presentationsMonitor sales performance for each account and identify areas for growth.Assist in executing sales plans to achieve volume, revenue, and profitability targets.Identify opportunities for product placement, promotions, and cross-selling within accountsPrepare regular sales reports, forecasts, and market insights for managementHelp manage pricing, contracts, and promotional agreements in coordination with senior KAMs.Track stock levels, deliveries, and returns to ensure smooth operationsOther related opportunitiesQualificationshttps://www.jobplacements.com/Jobs/T/TMO-17279-Junior-Key-Account-Manager--Contract-Ma-1239376-Job-Search-1-15-2026-8-53-17-AM.asp?sid=gumtree
2d
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My client is seeking a proactive and detail-driven Debtors Controller to support the effective management of the groups debtors function. This role is key to optimising cash flow by closely monitoring debtor balances, enforcing credit and collections policies, and maintaining strong professional relationships with both internal teams and external clients.This role is based in Stellenbosch, Western Cape.Key Responsibilities:Provide reporting and operational support to the Debtors ManagerReview and validate daily client and supplier remittance allocationsCoordinate bi-annual and annual audits with the groups financial service providersAct as backup support to the Invoicing Team and Debtors Clerk when requiredEngage with clients daily regarding outstanding balances, payments and receiptsEnsure daily, weekly and monthly statements and reports are accurately issued to clientsFollow up on and assist in resolving client account queries timeouslyReview daily bank reconciliations and investigate variancesDistribute daily debtor balances to relevant internal stakeholdersManage client credit limits and payment terms in line with forecasted volumesAssist with client credit insurance applications and ongoing managementSupport communication with banks and brokers regarding insured accountsOversee and manage account allocation (AA) processesTake responsibility for intercompany recoveries and balance confirmationsLiaise closely with internal operations teams on volumes, billing and expected paymentsAssist with the processing of daily, weekly and monthly paymentsSupport FOREX-related transactions and administrationAttend to ad hoc finance and debtors-related tasks as requiredJob Experience and Skills Required:Grade 12 / Matric, with Mathematics and/or Accounting as subjectsRelevant tertiary qualification will be advantageousStrong computer literacy in a high-tech environment, particularly G-Suite and Microsoft OfficeExperience with Pastel Evolution and/or Sage Intacct will be beneficialApply now! For more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/D/Debtors-Controller-1250656-Job-Search-01-12-2026-22-14-03-PM.asp?sid=gumtree
4d
Job Placements
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Role PurposeA fantastic opportunity exists for a detail-oriented and motivated Legal Assistant to join a specialist Trust Management team. The successful candidate will support fee earners with the active administration, progression, and management of Trust matters. This role is ideal for someone studying towards a legal degree, eager to gain experience in a structured legal environment with international exposure.The position focuses on trust administration support, document preparation, client communication, and ensuring efficient workflow within the department—particularly related to clearing backlog work.Key Responsibilities· Prepare trust management documents (e.g. change of trustees, building insurance indemnities, Land Registry documents).· Prepare documents and covering letters, ready for client signature.· Coordinate document signing with clients via telephone, email and letter.· Arranging cheque requests relating to client refunds.· Deliver an exceptional client experience.Minimum RequirementsEducation· Legal Degree (LLB or equivalent) — Essential· Legal assistant/administration certifications advantageousExperience & Skills· At least three (1) years’ experience in a Legal Assistant or Client Services role.· Case management systems experience.· Work experience in a professional services firm.· Work UK hours and take UK Bank holidays.· Ability to work from home if required (min 20 meg fibre line)· Valid driver’s license.· Own transport.Attributes· Professional, mature, and client-service oriented· Proactive and eager to learn· Strong teamwork with the ability to work independentlyWhy This Role is Ideal· Opportunity to gain experience with international legal work· Exposure to trust management and estate structuring· Ideal for a candidate working towards their legal qualification· Potential for contract renewal depending on performance and department needs· Reliable, deadline-driven, and highly organised
https://www.jobplacements.com/Jobs/L/Legal-Assistant-1251310-Job-Search-01-14-2026-02-00-50-AM.asp?sid=gumtree
3d
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If you are passionate about supervising teams on-site, have to ability to drive a high performance team and driving continuous improvement, this position is for YOU!Key responsibilities:Managing 80 - 150 temp staff on-site Industrial relations - Disciplinary and IR management Managing client relationship - reducing complaints and effective incident resolution Toolbox sessions Training and coaching staff Key skills:CommunicationLeadershipRelationship management Client liaison Resilient Non-negotiables: Matric No less than 3 years experience as a Site Supervisor within retail operations / logistics
https://www.jobplacements.com/Jobs/S/Site-Supervisor-Retail-Logistics-Groceries-Persona-1250753-Job-Search-01-13-2026-02-00-16-AM.asp?sid=gumtree
4d
Job Placements
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