Menu Close

Rustenburg: Client Relationship Manager posted by PRO Personnel Employment Agency

Advertisement



Job Description

Key Responsibilities:

Client Engagement:

  • Develop and maintain long-term relationships with clients.
  • Arrange regular meetings with clients to review their financial plans and goals.
  • Address client inquiries and resolve issues promptly.
  • Maintain consistent and ongoing client communication.

 Financial Planning Support:

  • Collaborate with financial planners to create and update client financial plans.
  • Compile client documents and summaries for portfolio management.
  • Compile and distribute documentation on request.
  • Generate client plans and portfolios.

 Client Onboarding:

    • Manage the onboarding process for new clients, ensuring a smooth transition.
    • Gather and verify client information and documentation.
    • Collecting and maintaining client records and information
    • Set up client accounts and ensure all necessary paperwork is completed.

 Client Retention:

    • Monitor client satisfaction and proactively address any concerns.
    • Implement strategies to retain clients and enhance their loyalty.

 Compliance and Documentation:

    • Ensure all client interactions and transactions comply with regulatory requirements.
    • Generating and completing of needs internal and external agreements and documentation
    • Maintain accurate and up-to-date client records and documentation.
    • Prepare reports and documentation for internal and external audits.
    • Adhere to all company processes and policies

 Systems

    • Maintenance and uploading of client records and profiles on a continuous basis.
    • Maintaining of system information
    • Maintain system integrity and security

 Additional Responsibilities:

  • Attend training sessions as required to stay updated on industry practices and regulations.
  • Handle inbound and outbound telephone communications professionally.
  • Prepare reports and documentation for internal and external audits.
  • Adhere to all company processes and policies to ensure smooth operations.
View Job  Roodepoort: Versekering: Eise Konsultant posted by Emporium

 Skills and Qualifications:

  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in office management software.
  • Ability to handle financial transactions and compliance.
  • Experience in client service and administrative tasks.



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 Rustenburg, North West


Job Seeker Tip

Quantify your achievements on your CV using numbers and percentages where possible.

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.

View Job  Johannesburg: Systems Engineer posted by Hire Resolve

Latest Job Opportunities

Isando: Key Account Manager Isando posted by Jobs 4 All

Jobs in Gauteng October 22, 2025
Jobs 4 All Logistics Sales

Purpose of the RoleThe Key Account Manager (KAM) is responsible for unlocking the next phase of growth by developing and…

View Job

Isando: Pre-Owned Operations Manager posted by Jobs 4 All

Jobs in Gauteng October 22, 2025
Jobs 4 All Logistics Sales

Role Purpose The Pre-Owned Operations Manager will establish, manage, and grow the pre-owned vehicle operations, initially focusing on professionalising the...

View Job

Gauteng: Millwright Pretoria posted by Jobs 4 All

Jobs in Gauteng October 22, 2025
Engineering Management Jobs 4 All

Job SummaryThe Millwright will be responsible for performing mechanical maintenance, repairs, and installations on industrial machinery and equipment to...

View Job

Eastern Cape: Purchaser Port Elizabeth posted by Jobs 4 All

Jobs in Eastern Cape October 22, 2025
Jobs 4 All Logistics Sales

Purpose of the Role Responsible for the planning, selection, and purchasing of goods and services for the Coega Plant, including…

View Job

Western Cape: Software Architect posted by Communicate Finance

Jobs in South Africa October 22, 2025
Communicate Finance Research and Development

Prove you’re not just designing for success—you’re designing against failure.Systems Architecture: Microservices, event-driven design, distributed systems,...

View Job

Gauteng: Cybersecurity Specialist posted by Communicate Finance

Jobs in Gauteng October 22, 2025
Communicate Finance Research and Development

Prove you can outsmart even the cleverest cyber-villain!Threat Hunting Instincts: Finding hidden dangers in networks and systemsSecurity Tool Mastery:...

View Job  Johannesburg: Banking Operations Consultant posted by Isilumko Staffing
View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in North West, Jobs in North West Province, Jobs in Rustenburg, Jobs in South Africa

More Jobs in Your Area