Client Relationship Officer

Tyron Consultancy; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A recruitment agency is seeking a Client Relationship Officer in Cape Town to manage a portfolio of institutional clients. The role involves establishing strong client relationships, ensuring high-quality service, and managing client onboarding and communication. Candidates should have a Bachelor's degree in Finance or a related field along with 3-5 years of experience in client services. Strong knowledge of asset management and proficiency in tools like Microsoft Excel and CRM systems are essential.

Qualifications

• Bachelor’s degree or similar qualification is required.
• 3-5 years’ experience in client services or relationship management is essential.
• Strong knowledge of the asset management sector is necessary.

Responsibilities

• Be the primary contact for client queries and resolve issues promptly.
• Lead the onboarding process for new clients, ensuring a seamless transition.
• Prepare client reports and coordinate with finance on invoicing.

Skills

Client Service

Relationship Management

Analytical Skills

Communication

Problem-Solving

Education

Bachelor’s degree in Finance, Investment, or Commerce

Tools

Microsoft Excel

Power BI

CRM Platforms

Job description

Client Relationship Officer required in Cape Town.

We’re looking for a client-focused professional with a passion for building strong relationships in the asset management sector. You’ll be the key contact for a portfolio of institutional clients, ensuring an exceptional client experience and smooth operational service.

What you’ll do:

• Client Service: Be the primary contact for client queries, resolve issues promptly, and deliver outstanding service. Build long-term, trusted relationships by understanding and anticipating client needs.
• Case & CRM Management: Track and resolve client queries through our case management system.
• Keep client records updated and use feedback to drive service improvements.
• Onboarding: Lead the onboarding process for new clients, ensuring a seamless transition and adherence to SLAs.
• Reporting & Audits: Coordinate with finance on invoicing, assist with audit requests, and prepare client reports as needed.
• Meetings & Presentations: Help prepare for client meetings and, over time, take a lead in hosting service reviews.
• Collaboration: Work closely with internal teams (Operations, Risk, Sales, Compliance, etc.) and contribute to process improvement projects.
• Process & Risk Management: Keep process documentation up to date and support digital innovation initiatives.

What you’ll need:

• Bachelor’s degree, B Com Hons or similar qualification, in Finance, Investment, Commerce, or similar.
• 3–5 years’ experience in client services, relationship management, or operations within financial services.
• Strong knowledge of asset management (including investment strategies and risk).
• Understanding of asset management regulations and compliance needs.
• Proficiency with Microsoft Office (especially Excel, PowerPoint, SharePoint). Experience with systems like Charles River, Hiport, Infostore, or CRM platforms is a plus.
• Experience working with reporting and data visualization tools (e.g., Power BI) is beneficial.

Who you are:

• Naturally builds rapport and trust with clients and colleagues.
• Excellent communicator with strong analytical and problem-solving skills.
• Detail-oriented, organized, and able to juggle multiple responsibilities.
• Comfortable learning new systems and adapting to change.
• Creative in finding practical solutions for client needs.