Client Relationship Manager

Location: Cape Town, South Africa

Department: Operations

Start Date: As soon as possible

Closing date: Friday, 12 April 2024

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Core Functions

  • To Provide full support to a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process  

Details of Functions

  • Full responsibility for the case preparation, to sign off internally and submission to Providers 
  • Actively follow up on business pipeline through to issued business 
  • Responsible for managing, reporting, and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business 
  • Full support of a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process 
  • Proactively following up on internal case compliance requirements to facilitate and speed up case sign off 
  • Drafting and sending correspondence to clients and external Providers 
  • Resolving ad hoc client queries and internal administration requests, as these arise 
  • Liaising with Private Wealth Managers and trust companies to ensure the accuracy of documentation and tracking of dealing instructions (execution and issued 
  • Liaising with bond companies to ensure that all requirements are processed as per due dates 
  • Update an internal CRM System and always (actions done and forecasting changes) 
  • Ensure that all issued business is recorded timeously and assist accounts on Ad hoc inquiries 
  • Providing clients with Concierge login Details, Maintaining the client files, and updating the CRM system with any changes to the client’s information. 

Qualifications, Experience and Skills

  • Essential Qualification: Senior Certificate/Matric, post Matric advantageous 
  • 3 – 5 years working experience 
  • Prior work experience in client servicing or clear evidence of strong administration skills and handling multiple workflows  
  • Preferred qualifications include RE1, RE5, or any other qualifications associated with wealth management  
  • Computer literacy (MS Word, Excel, Outlook – intermediate)  
  • Excellent communication skills (verbal and written)  
  • Excellent judgement, interpersonal, and decision-making skills 

Personal Attributes

  • Solutions oriented
  • High level of professionalism and confidentiality
  • Self-managed
  • Able to thrive in a high pressure, fast paced environment
  • An unquestionable work ethic
  • Excellent judgement, interpersonal and decision-making skills