Client Relationship Officer

Capital Edge Recruitment; Cape Town; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading recruitment agency is seeking a Client Relationship Officer in Cape Town. The successful candidate will be responsible for maintaining exceptional client relationships, managing queries, and acting as the main point of contact for service matters. Applicants should have a tertiary qualification in Finance or related fields and 3-5 years of relevant experience in relationship management. Strong communication and analytical skills are essential.

Qualifications

• 3–5 years’ experience in client services, relationship management or a related operational role.
• Strong understanding of asset management, investment strategies and risk management.
• Working knowledge of industry regulations and compliance requirements.
• Advanced Excel skills required.

Responsibilities

• Serve as the primary contact for client queries and service requests.
• Manage all client queries through the case management system.
• Coordinate with subject matter experts to resolve complex issues.
• Lead the onboarding process for new clients.
• Maintain accurate client data and interaction logs in CRM systems.
• Support client audits and manage fee invoicing.

Skills

Relationship-building

Communication

Analytical skills

Problem-solving

Detail-oriented

Organisational skills

Education

Tertiary qualification in Finance, Investments, Commerce, Accounting or similar

Tools

Microsoft Office

CRM systems (e.g., Dynamics 365)

Reporting tools (e.g., Power BI)

Job description

Client Relationship Officer required in Cape Town.

Excellent opportunity for a Client Relationship Officer to join a high-performing Client Management team.

This role is central to delivering a consistent, exceptional client experience across a portfolio of institutional clients.

You’ll act as the main point of contact for operational and service matters, ensuring smooth execution, issue resolution and ongoing engagement.

Key Responsibilities:

• Serve as the primary contact for client queries and service requests, building strong, trusted relationships.
• Proactively identify client needs and recommend improvements that enhance overall service delivery.
• Manage all client queries through the case management system, ensuring SLA compliance, accurate tracking and timely resolution.
• Coordinate with subject matter experts to resolve complex issues and contribute to continuous improvements to case workflows and processes.
• Lead the onboarding process for new clients, ensuring a smooth transition.
• Maintain accurate client data and interaction logs in CRM systems.
• Support client audits, prepare bespoke reporting, and manage fee invoicing alongside finance.
• Assist with preparation for client review meetings and, over time, take ownership of hosting service reviews.
• Collaborate with internal teams across Operations, Portfolio Management, Sales, Compliance and Reporting to ensure seamless delivery.
• Contribute to process improvements, digital transformation initiatives and risk management activities.

Requirements:

• Tertiary qualification in Finance, Investments, Commerce, Accounting or similar.
• 3–5 years’ experience in client services, relationship management or a related operational role.
• Strong understanding of asset management, investment strategies and risk management.
• Working knowledge of industry regulations and compliance requirements.
• Advanced Excel skills
• Proficiency in Microsoft Office; experience with CRM systems (e.g., Dynamics 365), reporting tools (e.g., Power BI) and platforms such as Charles River or Hiport is advantageous.

Skills & Competencies:

• Exceptional relationship-building and communication skills.
• Strong analytical and problem-solving abilities.
• Detail-oriented, organised and able to manage multiple priorities.
• Comfortable learning new systems and technologies.
• Collaborative, adaptable and able to take ownership of complex tasks.
• Able to offer practical and innovative client solutions.

If you’re client-focused, solutions-driven and enjoy working in a collaborative environment, we’d love to hear from you.