Client Relationship Manager - Somerset West (Western Cape)

Recruiter:

Accountancy Placements Pietermaritzburg

Job Ref:

PMB001069/SN

Date posted:

Tuesday, December 10, 2024

Location:

Somerset West, South Africa

SUMMARY:
Client Relationship Manager – Somerset West (Western Cape)
Our client is looking for a Client Relationship Manager to provide technical support to their Portfolio Managers in the Western Cape.

POSITION INFO:
Responsibilities:

Portfolio management administration
Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.)
Implementation of the client services experience and acting as the point of contact for the clients
Operational support (administrative support)
Capturing and preparing client records and uploading related documents on XPlan
Collaborate with the events coordinator to organize client events, including venue booking, RSVP management, and overall event execution

Requirements

Knowledge of the financial services industry
Understanding of the FAIS and FICA legislation
Relevant tertiary education or courses
Experience with XPlan, DMA, Marble, Opus (Advantageous)
Understanding of share portfolio account opening processes
Methodical, accurate, and have meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

Similar jobs you might be interested in:

Client Relationship Manager - Somerset West (Western Cape)
Location: Somerset West
Salary:
client relationship manager – somerset west (western cape)Our client is looking for a client relationship manager to provide technical support to their Portfolio managers in the western cape.
2 days ago

Client Relationship Manager
Location: Somerset West
Salary: Monthly
Our client in the Financial Services Industry based in somerset west is currently looking to employ a client relationship manager.
10 days ago

Client Relationship Manager
Location: Cape Town
Salary: Monthly
Leading organisation within the "investments / insurance and financial services industry" requires a client relationship manager for the cape Town branch.
13 days ago

Client Relationship Manager | Steenberg
Location: Steenberg, Western Cape
Salary: Market-Related
client relationship manager | Steenberg
48 days ago

Client Relationship Manager | Steenberg
Location: Steenberg, Western Cape
Salary: Market-Related
client relationship manager | Steenberg
48 days ago

Client Relationship Manager | Tokai
Location: Capetown
Salary: Market Related
Join Our Team as a client relationship manager and Transform client Experiences!
15 days ago

Client Relationship Manager | Steenberg
Location: Capetown
Salary: Market Related
Join Our Team as a Dynamic relationship manager and Drive Business Growth!
15 days ago

Technical Key Account Manager (Flexible Packaging)
Location: Durbanville, Western Cape
Salary: Market Related Salary
Technical Key Account manager (Flexible Packaging)
Today

Telesales - Automotive Parts (Goodwood)
Location: Cape Town
Salary: Monthly
Reputable company in the Automotive industry is looking for a suitably experienced parts, Telesales agent to join their team in Goodwood, western cape.Qualifications and or ExperienceMatricSales and or Marketing certificate/diploma and or relevant experienceMinimum of 2 years’ experience in Automotive Parts (Non-Negotiable)Experienced with a number of systemsExtensive knowledge of vehicle pa...
1 day ago

Telesales - Automotive Parts (Bellville)
Location: Paarl
Salary: Monthly
Reputable company in the Automotive industry is looking for a suitably experienced parts, Telesales agent to join their team in Paarl, western cape.Qualifications and or ExperienceMatricSales and or Marketing certificate/diploma and or relevant experienceMinimum of 2 years’ experience in Automotive Parts (Non-Negotiable)Experienced with a number of systemsExtensive knowledge of vehicle parts...
1 day ago