Client Relationship Manager

Carrick Wealth; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A financial services company based in Cape Town seeks a Client Relationship Manager to oversee case preparation and support the sales team. Responsibilities include managing applications, ensuring compliance, and maintaining client information. Ideal candidates will have 3-5 years in client servicing, strong administrative skills, and proficiency in MS Office. This role presents an opportunity to work closely with Private Wealth Managers and trust companies to optimize the client experience.

Qualifications

• 3-5 years working experience in client servicing or administration.
• Experience handling multiple workflows effectively.
• Computer literacy in MS Word, Excel, and Outlook.

Responsibilities

• Prepare cases for sign off and submission to providers.
• Manage and report errors on paperwork applications.
• Support client onboarding and case management processes.
• Maintain accurate documentation and track dealing instructions.
• Liaise with bond companies to ensure requirements are met.

Skills

Client servicing

Administration skills

Communication skills

MS Word

Excel

Outlook

Education

Senior Certificate / Matric

Post Matric qualification

RE1 or RE5 qualifications

Job description

Job Title : Client Relationship ManagerReports : Business Manager - OffshoreJob FunctionFull responsibility for the case preparation, to sign off internally and submission to providers.Actively follow up on business pipeline through to issued business.Responsible for managing, reporting, and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business.Full support of a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process.Proactively following up on internal case compliance requirements to facilitate and speed up case sign off.Providing Clients with Concierge login Details, maintaining the client files, and updating the CRM system with any changes to the client's information.Drafting and sending correspondence to clients and external providers.Resolving ad hoc client queries and internal administration requests, as these arise.Liaising with Private Wealth Managers and trust companies to ensure the accuracy of documentation and tracking of dealing instructions (execution and issued).

Liaising with Bond companies to ensure that all requirements are processed as per due dates.Update an internal CRM System and always (actions done and forecasting changes).

Ensure that all issued business is recorded timeously and assist accounts on Ad hoc inquiries.Experience, Skills and QualificationEssential Qualification : Senior Certificate / Matric, post Matric advantageousTotal Number of Years' Experience : 3 – 5 years working experienceType of Experience and Behavioral Competency : Prior work experience in client servicing or clear evidence of strong administration skills and handling multiple workflowsPreferred qualifications include RE1, RE5, or any other qualifications associated with wealth managementComputer literacy (MS Word, Excel, Outlook – intermediate)Excellent communication skills (verbal and written)