Wealth Management Client Associate Jobs in South Africa

A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the administration coordination and compliance of a fast-growing wealth and investment book.This role is suited to a highly organised and detail-driven professional with strong regulat...

Duties & ResponsibilitiesCUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City Cape Town Western CapeR25000 to R30000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)Our Client a Global Financial Services concern is seeking a highly Cli...

TalentCruDuties & ResponsibilitiesPOSITION Client Service AdministratorLOCATION Bellville Cape TownSUMMARY Start your next chapter with an organisation that makes a real difference in peoples working lives. If youre passionate about service confident dealing with people from all walks of life and th...

CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City Cape Town Western CapeR25000 to R30000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)Our Client a Global Financial Services concern is seeking a highly Client Centric self-managed...

Role OverviewBoomerang BPO is seeking an experienced Zendesk Solution Consultant BAE to partner with our customers and internal delivery teams to implement optimise and elevate Zendesk platforms. This includes advanced configuration with a strong focus on Zendesk AI AI Agents and Copilot capabiliti...

Position: Client Origination & DevelopmentWORK ENVIRONMENT & COMPENSATIONLocation: Remote (Preferred: South Africa or Latin America).Hours: Full-time Central Standard Time (CST). Typical hours involve starting at 8:00 AM CST (early afternoon for South Africa) to maximize overlap with US business own...

To provide professional employee benefits consulting services to corporate clients. The role focuses on client servicing business retention identifying client financial needs to responsibly upsell and cross-sell employee benefit solutions ensuring full legal and regulatory compliance and building st...

Relationship Manager: RRB Requisition Number-143926Closing Date-06 February 2026Location Nedbank PretoriaNedbank CenturionNedbank MidrandJob Family Sales and ServicesCareer Stream Relationship ManagementLeadership Pipeline Manage Self ProfessionalFAIS Affected FAIS Affected - YesJob Purpose To acqui...

Are you the kind of person who walks into a room and instantly wins trust Join a high-tech innovator seeking a Customer Relationship Manager who is completely at ease with engaging senior decision-makers while representing a mission-critical product.RESPONSIBILITIES:Relationship ManagementKey Custom...

Your Team ResponsibilitiesThe Onboarding Associate plays a critical role in supporting the operational needs of prospects clients and internal stakeholders across several key functions including new client onboarding data management and the administration of user access within the Private i and Tota...

A dynamic and fast-growing professional services environment is seeking a Client Associate to support client-facing teams and help deliver an exceptional client experience. This role is ideal for a detail-oriented individual who enjoys building relationships coordinating processes and contributing t...

Job DescriptionTHE OPPORTUNITY THAT AWAITS YOUAre you the kind of person who thrives on building relationships solving problems and making clients feel like VIPs Do you get a buzz from turning challenges into opportunities and data into insights If so weve got the perfect stage for you to shine!This...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.Qualifications : Type of Qualification: First DegreeField of Study: Busi...

Please note that this is an 18-month fixed term contract role. The purpose of this role is to communicate Anglo Americans global strategy financial operational and sustainability priorities and performance through and to the media via a proactive relationship-driven approach in South Africa to posit...

IntroductionA client of ours is seeking a candidate who will be processing VAT returns monthly management accounts payroll and reconciliations. This candidate must ideally have 3-5 years experience in an accounting department within a practice. Requirements include: Completed degree (accounting rela...

Location: Johannesburg (Hyde Park)Work model: Hybrid (4 days in-office 1 day from home)Salary: R65k-R80k CTCWhy youd want to work herePeople-first culture with genuinely kind supportive leadershipA strong focus on growth with access to a growth coachPerformance bonuses for people who show up and mak...

IntroductionA leading automotive component and specialized fastener supplier wishes to employ a suitably qualified and experienced customer relationship manager to manage a portfolio of existing customer accounts.Responsibilities Include:Driving weekly customer invoicing against budgetsCustomer liai...

Reference: JHB003438-JW-1This entrepreneurial property management solutions provider is looking for x2 Property Client Relationship Managers (x1JHB & x1CPT) to be the key point of contact for client relationship building lease extension negotiations and ensuring seamless transitions throughout the c...

Main purpose of the roleThis role will support the Actuarial Directors and Managers in the effective delivery of client engagements aimed at creating exceptional client service delivery.The role is the central point for delivering project management activities that includes but is not limited to:Man...

ðŸ Remote Full-time B2B Tech EnglishAbout ATLAS ANALYTICS:ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound high-impact lead generation and scalable pipeline systems. We dont run campaigns. We act as an embedded growth engine.Our clients close deals and...