Client Experience Manager - Finance

Enablesa (Pty) Ltd; South Africa; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Enablesa (Pty) Ltd seeks an experienced Client Experience Manager - Finance to lead relationships with banking partners and clients in Paarl. You will streamline processes, ensure regulatory compliance, and improve service delivery while identifying cross-selling opportunities.

Applicants should have RE5 and RE1 qualifications, at least 3 years in the FX sector, strong numerical and analytical skills, and solid communication abilities to guide internal teams and maintain documentation.

Qualifications

• Requires RE5 Representative certification and RE1 Key Individual certification.
• Minimum 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 relationships with banking partners and clients.
• Ensure understanding of partner processes across teams.
• Develop strategies to enhance client retention and satisfaction.
• Identify cross-selling opportunities that align with client needs.
• Streamline processes to improve service delivery.
• Provide regular progress updates to leadership.
• Lead negotiations and finalise agreements with partners and clients.
• Identify and acquire new clients and cross-sell across entities.
• Conduct client engagement activities and account health checks.

Skills

Numerical skills

Analytical thinking

Communication skills

FX knowledge

Education

RE5 (Representative)

RE1 (Key Individual)

Job description

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

• 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
  

Requirements

• Grade 12
  
• 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 South African financial regulations
  
• Strong numerical, analytical, and communication skills