Senior Enterprise Client Success Lead

Catch; Gauteng; Vor Ort; ZAR 600.000 - 900.000; Vollzeit

Zusammenfassung

Catch in Gauteng, SA, is seeking an experienced client services professional to join our enterprise-facing team. You will manage high-touch client relationships, coordinate reclaim documentation, and collaborate with internal partners to drive operational efficiency.

The ideal candidate has at least 2 years in client service or account management within financial services and holds CA(SA), CFA, or a BCom Finance Honours, with exceptional organizational and communication skills to thrive in a

Qualifikationen

• CA(SA), CFA or BCom Finance Honours required.
• Minimum 2 years of client service or account management experience.
• Experience in financial services is a plus.

Aufgaben

• Serve as primary contact for assigned clients, ensuring professional service.
• Manage end-to-end reclaim documentation with clients, custodians, tax authorities and internal teams.
• Build and maintain long-term client relationships for loyalty and retention.
• Collaborate with internal departments to resolve issues and drive reclaims to submission.
• Prepare and present reports on client reclaims and opportunities.
• Monitor client satisfaction and address issues proactively.

Kenntnisse

Client relationship management

Organizational skills

Communication

Multi-tasking

Attention to detail

Microsoft Office

Ausbildung

CA(SA)/CFA/BCom Finance Honours

Tools

Microsoft Office (Excel/Outlook/Word)

Jobbeschreibung

Catch in Gauteng, SA, is seeking an experienced client services professional to join our enterprise-facing team. You will manage high-touch client relationships, coordinate reclaim documentation, and collaborate with internal partners to drive operational efficiency.

The ideal candidate has at least 2 years in client service or account management within financial services and holds CA(SA), CFA, or a BCom Finance Honours, with exceptional organizational and communication skills to thrive in a