Customer Account Manager - On-site

Placements24; Sandton; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive salary

Career advancement opportunities

Comprehensive benefits package

Professional development and training

Stable work environment

Job summary

Placements24 is seeking a Customer Account Manager to join our client in Sandton, Gauteng. This on-site role focuses on managing key client relationships, understanding needs, and delivering tailored financial services solutions.

You will lead regular meetings, resolve issues, and collaborate with internal teams to ensure exceptional client service and retention.

Qualifications

• Proven experience as an Account Manager or in a client-facing role, preferably in finance.
• Excellent communication, interpersonal and negotiation skills.
• Proficiency with CRM software and client data management.
• Bachelor's degree in Business, Finance, or related field; on-site in Sandton.

Responsibilities

• Manage a portfolio of client accounts and nurture relationships.
• Understand client needs and offer tailored solutions.
• Serve as main client contact for inquiries and issues.
• Conduct regular client meetings and business reviews.
• Drive client satisfaction and retention through service delivery.

Skills

Account management

Client communication

Negotiation

Independent & teamwork

Education

Bachelor's degree in Business or Finance

Tools

CRM software

Job description

About the Role Our client, a reputable financial services institution, is seeking a dedicated Customer Account Manager to join their team in Sandton, Gauteng . This on-site role is crucial for managing and nurturing relationships with key clients, ensuring their satisfaction and retention. You will be responsible for understanding client needs, providing tailored solutions, and acting as their primary point of contact. The ideal candidate possesses strong communication, negotiation, and problem-solving skills, with a passion for delivering exceptional client service. This is a fantastic opportunity to grow your career within a stable and respected organization that values its employees. You will work closely with a professional team dedicated to achieving collective success. We are committed to fostering an environment where you can thrive and develop your expertise. Your ability to build rapport and trust with clients will be key to your success in this impactful role.

Key Responsibilities

• Manage a portfolio of client accounts, fostering strong and lasting relationships.
• Understand client needs and proactively offer solutions and services.
• Serve as the main point of contact for all client inquiries and issues.
• Conduct regular client meetings and business reviews.
• Ensure client satisfaction and retention through excellent service delivery.
• Identify opportunities for upselling and cross-selling relevant products and services.
• Collaborate with internal teams to ensure seamless client support.
• Resolve client issues and complaints promptly and effectively.
• Maintain accurate client records and documentation.

Requirements

• Proven experience as an Account Manager or in a similar client-facing role, preferably in financial services.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of client relationship management principles.
• Proficiency in CRM software.
• Ability to work independently and as part of a team.
• A proactive and results-oriented approach.
• Bachelor's degree in Business, Finance, or a related field, or equivalent experience.
• Willingness to work on-site in Sandton.

Benefits

• Competitive salary and performance-based bonuses.
• Opportunities for career advancement within the financial services sector.
• Comprehensive benefits package.
• Professional development and training programs.
• A stable and reputable work environment.