Client Relationship Manager – Westville

Client Relationship Manager – Westville

Join a reputable financial services practice as a Client Relationship Manager, providing vital support to our advisory team and ensuring each client receives exceptional care. This opportunity is perfect for someone who excels at organisation, values attention to detail, and is passionate about delivering outstanding client service.

What You’ll Do:

• Serve as the primary contact for clients, managing ongoing communications and building strong professional relationships.
• Organise and schedule client meetings, ensuring all necessary paperwork is meticulously prepared and accurately completed.
• Process client instructions, such as withdrawals, transfers, additions, and switches, in a timely and efficient manner.
• Coordinate with product providers, following up to ensure all information is current and correct.
• Maintain up-to-date, compliant client records using our practice’s systems.
• Work closely with financial planners to deliver a seamless and professional client experience from onboarding through post-meeting follow-up.

What We’re Looking For:

• Matric required;
  Higher Certificate in Financial Planning or Wealth Management is an advantage.
• At least 3 years’ experience in a similar support role within a financial planning practice (excluding corporate/employee benefits).
• Confident user of XPlan, Astute, SharePoint, and Microsoft Office (Outlook, Word, Excel).
• Excellent administrative and organisational abilities, with meticulous attention to detail.
• Professional, friendly, and service-oriented approach, with a commitment to integrity and high standards.

What We Offer:

• Market-related salary and stable employment.
• An opportunity to join a supportive team that values care and professionalism.

If you do not hear from us within 10 working days, please consider your application unsuccessful. Only shortlisted candidates will be contacted.