Customer Relations Manager (CRM)

SUMMARY:
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POSITION INFO:

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 firm’s 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.

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.