Description:
A leading organisation in the wealth and investment industry is seeking a Client Relationship Manager to deliver exceptional service and strengthen long-term relationships with clients and advisers. This role plays a pivotal part in ensuring smooth onboarding, resolving complex queries, and maintaining service excellence. Acting as a trusted liaison between clients, advisers, and internal teams, the successful candidate will drive operational efficiency, support adviser growth, and uphold the high standards expected in the wealth and investment space.Responsibilities
. Execution of Activities
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Facilitate adviser, assistant, and client onboarding processes to ensure seamless transitions.
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Generate insights and reports to identify areas for operational improvement.
-
Manage and resolve product, system, and service-related inquiries effectively.
-
Stay current with industry trends and market developments to proactively address client needs.
-
Maintain accurate documentation of client interactions and transactions within the CRM system.
-
Organize and support adviser events in the assigned region.
-
Ensure strict compliance with internal policies, procedures, and regulatory standards.
-
Take ownership of administrative accuracy and service-level adherence.
-
Deliver consistent and high-quality support through all client communication channels.
2. Relationship Management
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Serve as the primary liaison for key client and adviser relationships.
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Address escalated issues with professionalism and urgency.
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Build collaborative partnerships with adviser offices, external platforms, and internal teams.
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Proactively ensure client satisfaction through effective engagement and resolution strategies.
3. Service Excellence
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Monitor and uphold service turnaround targets.
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Analyze client feedback and continuously enhance service delivery.
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Support high-value or premier advisers and their clients with dedicated attention.
4. Crisis Management
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Lead the resolution of escalated issues with minimal client disruption.
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Develop procedures for managing critical incidents and ensure swift recovery.
-
Contribute to the strategic oversight of adviser regions where necessary.
Requirements
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Bachelor’s degree in Business Management, Investment Management, or a related field
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6–8 years’ experience in client services, preferably within the investment or wealth management industry
-
Advanced understanding of LISP processes and financial products
-
Proficiency with investment platform operations and industry-relevant software
-
Strong analytical and problem-solving skills
-
Excellent communication, presentation, and negotiation abilities
-
Proven capability in building and maintaining strong client and adviser relationships
-
Solid project management and organizational skills
-
Ability to work both independently and collaboratively to meet deadlines
-
Client-centric mindset with a proactive, professional, and confident approach
-
High level of integrity, maturity, and personal accountability
-
Strong team player with a positive attitude and self-motivated work ethic
Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..
Benefits
- Competitive salary.
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on +27 63 584 7231 (Whatsapp)
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Client Service Specialist " as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Requirements:
-
Facilitate adviser, assistant, and client onboarding processes to ensure seamless transitions.
-
Generate insights and reports to identify areas for operational improvement.
-
Manage and resolve product, system, and service-related inquiries effectively.
-
Stay current with industry trends and market developments to proactively address client needs.
-
Maintain accurate documentation of client interactions and transactions within the CRM system.
-
Organize and support adviser events in the assigned region.
-
Ensure strict compliance with internal policies, procedures, and regulatory standards.
-
Take ownership of administrative accuracy and service-level adherence.
-
Deliver consistent and high-quality support through all client communication channels.
-
Serve as the primary liaison for key client and adviser relationships.
-
Address escalated issues with professionalism and urgency.
-
Build collaborative partnerships with adviser offices, external platforms, and internal teams.
-
Proactively ensure client satisfaction through effective engagement and resolution strategies.
-
Monitor and uphold service turnaround targets.
-
Analyze client feedback and continuously enhance service delivery.
-
Support high-value or premier advisers and their clients with dedicated attention.
-
Lead the resolution of escalated issues with minimal client disruption.
-
Develop procedures for managing critical incidents and ensure swift recovery.
-
Contribute to the strategic oversight of adviser regions where necessary.
-
Bachelor’s degree in Business Management, Investment Management, or a related field
-
6–8 years’ experience in client services, preferably within the investment or wealth management industry
-
Advanced understanding of LISP processes and financial products
-
Proficiency with investment platform operations and industry-relevant software
-
Strong analytical and problem-solving skills
-
Excellent communication, presentation, and negotiation abilities
-
Proven capability in building and maintaining strong client and adviser relationships
-
Solid project management and organizational skills
-
Ability to work both independently and collaboratively to meet deadlines
-
Client-centric mindset with a proactive, professional, and confident approach
-
High level of integrity, maturity, and personal accountability
-
Strong team player with a positive attitude and self-motivated work ethic
- Competitive salary.
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on +27 63 584 7231 (Whatsapp)
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Client Service Specialist " as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on +27 63 584 7231 (Whatsapp)
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Client Service Specialist " as your subject line when applying via email