Menu Close

Johannesburg: Customer Relations Manager posted by JenRecruitment

Advertisement



Job Description

Our Wealth practice is seeking a Customer Relations Manager (CRM) to join our professional team. The CRM will be responsible for managing and servicing our existing client base, ensuring that they receive outstanding support across accounting, tax, and advisory matters, while also assisting with financial planning and investment-related services.

This role is ideal for a candidate with strong relationship management skills who is either qualified or working towards their CFP / CFA designation and is eager to build long-term client relationships within a professional practice environment.

Key Responsibilities

  • Serve as the primary relationship manager for an allocated portfolio of clients.

  • Coordinate between clients and the firms accounting, tax, and advisory teams to ensure timely service delivery.

  • Provide support with client onboarding, compliance documentation, and reporting.

  • Engage with clients on financial planning, wealth, and investment matters under the guidance of senior professionals.

  • Maintain accurate records of client interactions and ensure regulatory compliance.

  • Assist with client reviews, preparation of reports, and follow-ups after meetings.

  • Identify opportunities to add value and strengthen client relationships.

Minimum Requirements

  • NQF Level 6 or 7 qualification in Accounting, Finance, or related field.

  • Currently studying towards or holding a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation.

  • Strong communication and relationship management skills.

  • Excellent organizational skills with attention to compliance and deadlines.

  • Ability to manage multiple clients in a structured, professional manner.

View Job  Johannesburg: Senior Developer posted by Goldman Tech

Desired Attributes

  • Professional, ethical, and client-focused mindset.

  • Solid understanding of accounting/tax processes with exposure to financial planning concepts.

  • Analytical and problem-solving abilities.

  • Proactive, adaptable, and detail oriented.

Working Hours

Monday – Friday, 08:00 17:00

Remuneration

Based on qualifications and experience when applying please advise your salary expectations.

Important:

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg, Gauteng
View Job  East London: Professional Structural Engineer/Technologist posted by Hire Resolve


Job Seeker Tip

Follow up your job application with a polite email if you haven't heard back within a week.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Amanzimtoti: Crane Driver posted by Armature Tech

October 8, 2025

Our company is looking for a crane driver in Amanzimtoti, Durban area. Please send your cv to avi@armaturetech.co.za View Job …

View Job

South Africa: Fitter

Jobs in South Africa October 8, 2025
Engineering

Opportunity for a qualified Fitter to join leaders in the FMCG and packaging industry based in the Western Cape. In…

View Job

Hout Bay: Front Desk/Office Manager

Jobs in Cape Peninsula October 8, 2025
Admin clerical secretarial

Office Duties: Hands on retail counter sales Giving good, qualified information to clients Taking calls from clients Providing routing, estimates,...

View Job

Port Elizabeth: Production Manager

Jobs in Eastern Cape Central October 8, 2025
Manufacturing

This is a hands-on leadership position with no supervisory layer between the Production Manager and the production team meaning strong…

View Job

Pretoria: SalesForce Integrations Developer

Jobs in Northern Suburbs October 8, 2025
Computing IT Software

We are looking for a Intermediate Developer to build and maintain integrations and custom solutions on the Salesforce platform. Youll…

View Job  Westville: Junior Bookkeeper
View Job

Witbank: Retail Manager

Jobs in Emalahleni MP October 8, 2025
Retail wholesale

QUALIFICATIONS Grade 12 (Requirement) Diploma/Degree in Retail or Business or related qualification will be advantageous EXPERIENCE Minimum of 5 years’...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

More Jobs in Your Area