Client Experience Manager - Finance

Zohorecruit; Paarl; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Paarl, South Africa – Our client is seeking an experienced Client Experience Manager - Finance to join their Paarl team. Build and maintain relationships with banking partners and clients, and drive service excellence across the organisation.

Lead process improvements, cross-selling opportunities, and account health checks while ensuring SLAs and regulatory compliance are met. Regularly report to the COO and align internal teams with client needs.

Qualifications

• Minimum of 3 years’ experience in the foreign exchange (FX) sector.
• Sound knowledge of South African financial regulations.
• Strong numerical, analytical, and communication skills.

Responsibilities

• Build and maintain strong relationships with banking partners and clients
• Ensure a clear understanding of partner processes across operational teams
• Develop and implement strategies to enhance client retention and satisfaction
• Identify cross-selling opportunities that align with client needs
• Streamline business processes to improve service delivery
• Facilitate regular feedback channels between the company, clients and banking partners to drive continuous service improvement
• Maintain accurate and up-to-date documentation of all client-related processes
• Ensure that all client experience processes comply with internal and external policies, including financial regulations and service level agreements (SLAs)
• Provide regular progress reports to the COO, highlighting opportunities, risks and challenges
• Facilitate knowledge-sharing and training initiatives across internal teams to ensure alignment with client and partner requirements
• Lead negotiations and the finalisation of agreements with banking partners and clients, ensuring compliance with company and regulatory requirements
• Identify and acquire new clients for the company
• Identify cross-selling opportunities across business entities and implement the necessary actions to secure new business
• Conduct regular client engagement activities and account health checks
• Identify and acquire referral partners

Skills

Numerical skills

Analytical skills

Communication skills

Education

Grade 12

RE5 (Representative)

RE1 (Key Individual)

Job description

Paarl, South Africa | Posted on 10/07/2026

• Original Job Title Client Experience Manager - Finance
• Date Opened 10/07/2026
• Job Type Full time
• Work Experience 1-3 years
• State/Province Western Cape
• Country South Africa

Job Description

Our client is seeking an experienced Client Experience Manager - Finance to join their Paarl team,

• Buildand maintain strong relationships with banking partners and clients
• Ensure aclear understanding of partner processes across operational teams
• Develop andimplement strategies to enhance client retention and satisfaction
• Identifycross-selling opportunities that align with client needs
  
• Streamlinebusiness processes to improve service delivery
• Facilitateregular feedback channels between the company, clients and banking partners todrive continuous service improvement
• Maintainaccurate and up-to-date documentation of all client-related processes
• Ensure thatall client experience processes comply with internal and external policies,including financial regulations and service level agreements (SLAs)
• Provideregular progress reports to the COO, highlighting opportunities, risks andchallenges
  
• Facilitateknowledge-sharing and training initiatives across internal teams to ensurealignment with client and partner requirements
• Leadnegotiations and the finalisation of agreements with banking partners andclients, ensuring compliance with company and regulatory requirements
• Identifyand acquire new clients for the company
• Identifycross-selling opportunities across business entities and implement thenecessary actions to secure new business
• Conductregular client engagement activities and account health checks
• Identifyand acquire referral partners

Requirements

• Grade12
• Industry-related qualifications such as RE5(Representative) and RE1 (Key Individual)
• Minimum of 3 years’ experience in the foreign exchange(FX) sector
• Sound knowledge of SouthAfrican financial regulations
• Strong numerical,analytical, and communication skills