Client Relationship Manager - CA Financial Appointments
Cape Town, Southern Suburbs 8 days ago Permanent Salary Negotiable
Client Relationship Manager
CA Financial Appointments
Cape Town, Southern Suburbs
Date Created : 8 days ago
Job Type : Permanent
Salary : Salary Negotiable
Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support.
Responsibilities:
- Manage and escalate client issues and concerns
- Build and maintain strong client relationships
- Act as CRM system support, ensure the database is accurately updated with client information
- Manage and complete presentations for client meetings and pitches
- Liaise with central marketing team, ensure branding guidelines are applied to all presentations and proposals
- Maintain library of templates on presentations, proposals
- Coordinate local and international meetings (Teams and in-person) required for client meetings
- Coordinate local and international trips (flights, accommodation, and meetings) required for business development and client meetings
- Manage marketing materials, rooms, gifting, catering etc required for client meetings and engagements
- Assist CEO with coordinating and administration tasks internally and externally
- Relay feedback to CEO on status of various projects
- Minimum of a completed tertiary qualification Diploma / Degree in Administration, Finance, Commerce
- Must have 4-6 years experience in investment management / stockbroking environment with exposure to institutional client service, client engagement and business development support
- Must have advanced skills in MS Office, PowerPoint, Excel, Word
- Previous experience working with a CRM systems
- Service driven and client centric, organised, excellent time management
- Positive, pro-active team player, able to work well in a team environment
- Accurate, meticulous attention to detail
- Excellent communication skills, both verbal and written skills
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