Location
Johannesburg, Gauteng
Full time, on-site
Are you ready to join a team that places building strong client relationships at the forefront? Chartered Wealth Solutions is currently seeking an exceptional Client Relationship Manager to lead the administration efforts within one of our dedicated teams. We are seeking a conscientious individual who values exceptional work quality and contributes patience, determination, commitment, and strong organisational skills to our team. The successful candidate will be provided with the tools and skills needed to deliver the ultimate client experience.
Key Responsibilities:
- Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
- Client Support: Handle client queries promptly and foster ongoing relationship-building efforts to ensure client satisfaction.
- Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers additions, change of details and compliance forms etc.
- Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
- Team Collaboration: Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.
Qualifications:
- Matric
- Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent) would be a distinct advantage.
Experience:
- A background collaborating with financial planners in an individual business capacity (not corporate/employee benefits).
- A minimum of 5 years’ experience
- Tech-savviness with tools like XPlan or financial planning software, Astute, Outlook, Word, and Excel.
This is a salaried position, ensuring your financial stability and job satisfaction.
To seize this exciting opportunity, send your CV to . We will only contact short-listed candidates. If you don’t hear from us within ten working days, please consider your application unsuccessful.
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