Client Relationship Manager – Westville

Dixie Recruitment; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable financial services practice is seeking a Client Relationship Manager in Durban, KwaZulu-Natal. You will manage client communications, organise meetings, and handle client instructions efficiently. The ideal candidate will have at least 3 years of relevant experience, strong organisation skills, and proficiency in financial tools. This role offers a market-related salary and stable employment within a supportive team.

Benefits

Market-related salary

Stable employment

Supportive team environment

Qualifications

• Minimum of 3 years’ experience in a similar support role within a financial planning practice.
• Confident user of XPlan, Astute, SharePoint, and Microsoft Office.
• Professional, friendly, and service-oriented approach.

Responsibilities

• Serve as the primary contact for clients, managing ongoing communications.
• Organise and schedule client meetings with meticulous paperwork.
• Process client instructions such as withdrawals, transfers, and switches.

Skills

Client relationship management

Attention to detail

Organisational skills

Communication skills

Education

Matric

Higher Certificate in Financial Planning or Wealth Management

Tools

XPlan

Astute

SharePoint

Microsoft Office

Job description

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.