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Results for client relations in "client relations" in Jobs in South Africa in South Africa
1
AML Administrator Rondebosch Cape Town
Our financial services client is looking for a AML/FIC Administrator / Onboarding Consultant with solid Onboarding experience. Experience with Manco, FICA and FATCA. You will report to the compliance officer.
Salary: Up to R400 000.00 CTC. Depends on experience – THIS IS AN EE POSITION ONLY
Requirements
MatricAML Certification an advantageRelevant experience of at least 2+ years in a related role where you have dealt with all processes relating to client onboarding.Sound foundational understanding and exposure to the various applicable legislation including but not limited to experience with UT Manco environment and operations, and FICA
Responsibilities
Client onboarding process and account creation for individuals and legal entities which includes nCino (AML, CDD system) and the unit registry system across all outsourced companies where administration is performed.Perform validation checks on the Client documents submitted for onboarding a new investor to ensure the necessary FICA requirements are met in accordance with the FIC and the relevant RMCP before loading investor onto the unit registry system.Ensure all client accounts are loaded and authorised in the AML system nCino.Follow-up on outstanding information/documents with the Client and deliver exceptional client service, by providing Client with regular feedback.Work with Compliance and Internal audit to ensure adherence to the FICA RMCP.Submit all High-Risk clients to Compliance and review that it is completed.Review all static data change requests and perform relevant client call backs to verify the changes.Implementing and maintaining process controls using workflow management.Ensuring all items have relevant comments for audit purposes and escalate any aged items.Ensure there are no aged items in individual queues.Review all current clients and remediate where FICA requirements are not met.
Please apply online
FROGG Recruitment
https://www.froggrecruit-sa.co.za/jobs-listing/373493/aml-administrator/
15h
FROGG Recruitment SA
1
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
3d
Job Placements
1
AML Onboarding Consultant Rondebosch Cape Town
Our asset management client is looking for a AML/FIC Administrator / Onboarding Consultant with solid Onboarding experience. Experience with Manco, FICA and FATCA. You will report to the compliance officer.
Salary: Up to R400 000.00 CTC. Depends on experience – THIS IS AN EE POSITION ONLY
Requirements
MatricAML Certification an advantageRelevant experience of at least 2+ years in a related role where you have dealt with all processes relating to client onboarding.Sound foundational understanding and exposure to the various applicable legislation including but not limited to experience with UT Manco environment and operations, and FICA
Responsibilities
Client onboarding process and account creation for individuals and legal entities which includes nCino (AML, CDD system) and the unit registry system across all outsourced companies where administration is performed.Perform validation checks on the Client documents submitted for onboarding a new investor to ensure the necessary FICA requirements are met in accordance with the FIC and the relevant RMCP before loading investor onto the unit registry system.Ensure all client accounts are loaded and authorised in the AML system nCino.Follow-up on outstanding information/documents with the Client and deliver exceptional client service, by providing Client with regular feedback.Work with Compliance and Internal audit to ensure adherence to the FICA RMCP.Submit all High-Risk clients to Compliance and review that it is completed.Review all static data change requests and perform relevant client call backs to verify the changes.Implementing and maintaining process controls using workflow management.Ensuring all items have relevant comments for audit purposes and escalate any aged items.Ensure there are no aged items in individual queues.Review all current clients and remediate where FICA requirements are not met.
Please apply online
FROGG Recruitment
https://www.froggrecruit-sa.co.za/jobs-listing/370283/aml-onboarding-consultant/
15h
FROGG Recruitment SA
1
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!What we offer:- Commission-based earning potential- Location: South of Johannesburg- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial servicesWhat Youll Do:- Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationships Essential Requirements:- Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualification Core Skills Required:- Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1253000-Job-Search-1-19-2026-3-02-18-AM.asp?sid=gumtree
7h
Job Placements
1
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
3d
Job Placements
1
Qualifications and Experience Required:Matric plus relevant Bachelors Degree or Diploma in Travel and Tourism or equivalent qualificationAccredited Travel & Tourism Certificate3 - 5 years of corporate travel consulting experience, in all aspects of travel and related servicesTicketing knowledge including re-issue, re-routing, revalidations, etc.Handle domestic flights, car, hotel, and transfer bookingsProficient in required systems, particularly Amadeus, TravelIT (Online Travel Booking System), SAP and MS OfficeKey Responsibilities:Handle all aspects of local travel for travellersProvide literature and information to clients concerning local accommodation, fares and travel regulationsDiscuss client requirements and advise on suitable optionsPlan, prepare and cost itineraries (travel plans) for clientsMake air travel, accommodation, car hire, group bookings, conference, meetings and related bookingsConfirm bookings and notify clients of luggage limits and insurance, medical, passport, visa and currency requirementsObtain the necessary required travel authorisations prior to issuing travel documentationIssue air travel tickets, accommodation and car hire vouchers and all relevant documentation (in line with the companys travel policy and procedures)Understand Electronic Miscellaneous Document (EMD) and New Distribution Capability (NDC)Collect payments and maintain records of transactionsAssist with changes to travel arrangements and bookings where requiredFiling of travel documentation and maintaining records, traveller profiles etc.Support clients with understanding, awareness and utilisation of the various airline loyalty programmesEffectively research travel options and related informationPractice teamwork and have the enthusiasm to assist colleagues
https://www.jobplacements.com/Jobs/T/Travel-Consultant-1252140-Job-Search-01-15-2026-04-33-46-AM.asp?sid=gumtree
4d
Job Placements
1
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
10d
Job Placements
1
Client Relations Officer â?? FMCG/Food Retail Industry
https://www.jobplacements.com/Jobs/C/Customer-Relations-Officer-FMCG-Retail-1242927-Job-Search-01-07-2026-00-00-00-AM.asp?sid=gumtree
12d
Job Placements
1
Proactive Finance is a specialist finance and compliance business providing accounting, bookkeeping, tax, and financial support services to SMEs and hospitality-related businesses. We are looking for a reliable, detail-oriented Bookkeeper to support our growing client base and internal finance operations.
13h
1
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer:- Commission-based earning potential- Location: South of Johannesburg- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial services What Youll Do:- Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationships Essential Requirements:- Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualification Core Skills Required:- Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1250518-Job-Search-1-12-2026-9-35-16-AM.asp?sid=gumtree
7d
Job Placements
1
My well-established Express / Courier client is seeking a strong Import Manager to join their team.You will be responsible for overseeing all import related matters within the department i.e. staff management, financial management, client management and operational management.Min. 5 years working in similar role within the Express / Courier industry; management experience essential.
https://www.jobplacements.com/Jobs/I/Import-Manager-Courier-1253164-Job-Search-01-19-2026-04-20-56-AM.asp?sid=gumtree
7h
Job Placements
1
Key Responsibilities:Monitor and analyze market trends, pricing, and supply-demand dynamics to make informed trading decisions.Develop and maintain strong relationships with clients, suppliers, and industry stakeholders to drive business growth.Negotiate contracts, terms, and conditions to achieve favorable outcomes for both the company and its clients.Implement effective sales strategies to meet and exceed trading targets and revenue goals.Assess and manage risks associated with trading activities, ensuring compliance with relevant regulations and company policies.Provide regular reports on trading performance, market conditions, and business opportunities to senior management.Qualifications:Minimum of 2 - 5 years of experience in Cross-Border Trading or a related field.Bachelors degree in Business, Finance, Logistics, or a related discipline.Strong analytical, negotiation, and communication skills. Proven ability to manage and grow client relationships effectively.In-depth understanding of the Transport Industry industry, including market dynamics, regulatory environment, and trading practices.
https://www.jobplacements.com/Jobs/C/Cross-Border-Trader-1251593-Job-Search-01-14-2026-10-00-08-AM.asp?sid=gumtree
4d
Job Placements
1
IntroductionA specialist in asset finance administration and related advisory services, is seeking a full-time Junior Debtors Clerk to join our team in Pretoria. As a key member of our accounting department, you will play a crucial role in ensuring the smooth operation of our processes and activities.Duties & ResponsibilitiesKey Responsibilities:• Capturing of bank transactions on a debtor’s system;• Daily bank reconciliation;• Daily, weekly and monthly reporting;• Managing client queries;• Preparing and loading of client monthly debit orders;• Other accounting related administrative tasks;Desired Experience & QualificationRequirements:Minimum of a diploma or bachelors degree in progress;No work experience required, as all training will be providedMust be able to read, speak and write English and Afrikaans;Must have own transport;Package & RemunerationR15 000- R17 000 CTC
https://www.jobplacements.com/Jobs/J/Junior-Debtors-Clerk-1203047-Job-Search-07-15-2025-02-00-15-AM.asp?sid=gumtree
6mo
Job Placements
1
1
1
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We have a vacancy for a Project and General Office Admin person. We operate in the Electronic Security industry and are well established within the industry.
If you are looking for a new exciting career opportunity, please send your detailed CV with contactable references.
We are looking for candidates who are seeking long term employment and are dedicated to develop their career within our company.
Minimum of 3-5 years relevant experience is a definite pre-requisite with specific skill set in the Construction Industry.
• Experience with MS Office specifically: Excel, OneNote & Outlook
• Assist project teams with procurement and general project admin
• Compile and follow up on equipment orders
• Compile Project Documentation
• Being able to handle pressure
• Fluent in English (Speaking & Writing)
• Excellent communication skills - verbal and written
• High level of attention to detail and accuracy
• Strong planning and organising skills
• Strong interpersonal skills
• Self-managed and self-motivated
Valid Drivers License
Between the ages of 25-45 yearsResponsibility:Roles and Responsibilities:
• Answer client telephone and email queries
• Create and compile various project related documentation
• Provide general and administrative support to project team
• Communicate and build relationships with clients & suppliers
• Follow up and keep project team updated with all project related tasks
• General admin including updating of as-built project documentation and manuals
In return for your commitment and dedication we offer:
• Performance based 13th cheque
• Company pension & disability benefits - conditions apply
• Market related Salary (Dependent on experience & Qualification)
Please apply by e-mailing a detailed professional CV with references and a recent colour photo to hr@integratek.co.za
Job Reference #: OfficeAdmin
3mo
Integratek
1
1
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