Senior Client Relations Leader – Financial Services

Placements24; Gauteng; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Placements24 in Pretoria, Gauteng is seeking a Customer Relations Officer to manage key client accounts, ensuring high levels of satisfaction and prompt, personalized support. You will be the primary contact for high-value clients within an on-site office environment.

The ideal candidate will hold a Bachelor’s degree in Business Administration or Marketing and have at least 3 years of experience in client relations, with outstanding communication skills and CRM proficiency to foster loyalty and

Qualifications

• Bachelor’s degree in Business Administration, Marketing or related field.
• Minimum of 3 years of experience in client relations.
• Strong communication skills and professional demeanor.

Responsibilities

• Manage a portfolio of key client accounts to ensure satisfaction and retention.
• Serve as the main contact for client inquiries, requests and issues.
• Conduct regular client check-ins and meetings to build rapport and understand evolving needs.
• Resolve client complaints with timely follow-up.
• Collaborate with internal departments to ensure seamless service delivery.
• Develop strategies to enhance client loyalty and engagement.
• Prepare reports on client status and relationship health.
• Identify opportunities for upselling or cross-selling relevant products and services.
• Maintain accurate and up-to-date client records in the CRM system.
• Stay informed about industry trends and competitor activities to better serve clients.

Skills

Client management

Communication skills

Relationship building

Education

Bachelor’s degree in Business Administration or Marketing

Tools

CRM software

Job description

Placements24 in Pretoria, Gauteng is seeking a Customer Relations Officer to manage key client accounts, ensuring high levels of satisfaction and prompt, personalized support. You will be the primary contact for high-value clients within an on-site office environment.

The ideal candidate will hold a Bachelor’s degree in Business Administration or Marketing and have at least 3 years of experience in client relations, with outstanding communication skills and CRM proficiency to foster loyalty and