Client Relationship Officer jobs in Table View

As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business growth through excellent client...

Overview Client Relationship Coordinator required in Cape Town. Responsibilities - Lead Screening & Qualification - Contact new inbound and outbound leads to assess interest and suitability - Ask key questions to determine if leads fit our client profile - Log lead information accurately in the CRM system - Appointment Setting & Follow-Ups - Secure qualified meetings for the Sales team -...

Remote | Full-time | B2B Tech | English About ATLAS ANALYTICS ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound, high-impact lead generation, and scalable pipeline systems. We don’t “run campaigns.” We act as an embedded growth engine. Our clients close deals, and we keep their pipeline moving. We move fast, tell the truth, and keep things...

A leading financial services provider in Cape Town is looking for a dedicated professional to provide clients with financial advice and planning services. This role involves maintaining relationships, ensuring compliance, and achieving sales targets. Ideal candidates will possess a Grade 12 qualification and meet the Financial Advisory requirements. The position emphasizes relationship-building...

📍 Remote | Full-time | B2B Tech | English (German a strong plus) About ATLAS ANALYTICS ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound, high-impact lead generation, and scalable pipeline systems. We don’t “run campaigns.” We act as an embedded growth engine. Our clients close deals, and we keep their pipeline moving. We move fast, tell the truth,...

A leading South African bank is seeking a dedicated Client Service Representative in Cape Town to provide personalized financial solutions and exceptional client service. The ideal candidate should have 3-6 years of banking experience, strong relationship management skills, and an advanced diploma. Key responsibilities include nurturing client relationships, identifying sales opportunities, and...

A financial services firm in Cape Town is seeking an Intern for the Financial Adviser position. You will champion customers to achieve their goals by identifying financial needs and providing sound financial advice. The role requires a Matriculation Certificate and strong skills in customer service and sales. This is a full-time internship within the finance and sales function, ideal for dynamic...

Overview Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. Job Role Overview: - Complete client onboarding process & FICA verification process - Generating provider quotes & risk and/or investment proposals - Case Management: - Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork) -...

About Us:Jambo Home Loans is a forward-thinking company that works hand-in-hand with a leading real estate firm to provide exceptional solutions in operations, financing, and real estate services. We are committed to delivering outstanding service while cultivating lasting relationships with clients. If you’re passionate about building meaningful connections and helping clients achieve their...

REQUIREMENTS - Matric - Fully bilingual in English and Afrikaans - 3 -5 years of experience in sales, lead generation, or customer engagement - Strong verbal and written communication skills - Confident, persuasive, and comfortable making outbound calls - Ability to ask the right questions to qualify leads effectively - Experience using a CRM system (preferred) - Self-motivated with a proactive...

- - Client Relationship Coordinator Drive high-quality client engagements and convert warm inbound leads into booked consultations Newlands, Cape Town | R15 000 basic + strong commission (current performers earning 30k+ per month) About Our Client Our client is a reputable and fast-growing wealth advisory business offering personalised investment and financial planning solutions. Known for...

We are seeking a highly motivated Client Relationship Manager to manage, retain, and expand our enterprise client accounts. Your focus will be on building lasting client relationships, driving strategic growth, and ensuring that clients achieve maximum value from our solutions.This role entails:Customer Centricity and Relationship ManagementBuild strong, trusted relationships that position you as...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Old Mutual Investment Group is a leading African asset manager. For generations, we have been at the forefront of helping people and institutions achieve their investment goals. It is this heritage of investing in local and global markets that...

Are you a highly organised and client-focused professional with a passion for wealth management? Our client is seeking an Investment Client Service Officer to join a dynamic team and play a key role in servicing and growing a book of private clients. This is a fantastic opportunity to build lasting relationships, support a high-performing team, and help clients achieve their financial...

A leading financial services provider in South Africa is seeking an individual to provide professional financial advice and build long-term client relationships. The position involves generating leads through networking and ensuring compliance during client interactions. Candidates must have the necessary qualifications as per the Financial Advisory and Intermediary Services Act and demonstrate...

A recruitment firm seeks a Client Relationship Coordinator in Cape Town. This role involves lead screening, facilitating contacts, and nurturing relationships with potential clients. Ideal candidates should have 3 to 5 years of experience in sales or customer engagement and be fully bilingual in English and Afrikaans. Skills in using a CRM system and strong communication are essential. Join a...

A leading financial services firm in Cape Town seeks an Advancing Financial Adviser to join their team. This full-time role requires a Matriculation Certificate and at least 12 months of experience in the financial services sector. You'll be engaging with customers, assessing their needs, and providing tailored financial solutions. The position offers a chance to contribute to an organization...

A leading financial services provider in South Africa is seeking individuals for a financial advisory role to deliver professional financial advice and build long-term client relationships. The successful candidate will be committed to achieving business growth while adhering to compliance standards. Applicants should possess Grade 12 and complete required FAIS Fit and Proper assessments. This...

Senior Client Liaison Officer Join to apply for the Senior Client Liaison Officer role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Old Mutual Investment Group is a leading African asset manager. For generations, we have been at the forefront of helping people and institutions...

REQUIREMENTS - Matric - Fully bilingual in English and Afrikaans - 3 -5 years of experience in sales, lead generation, or customer engagement - Strong verbal and written communication skills - Confident, persuasive, and comfortable making outbound calls - Ability to ask the right questions to qualify leads effectively - Experience using a CRM system (preferred) - Self-motivated with a proactive...