Customer Relations Manager

Customer Relations Manager requiredin Johannesburg.

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.

Salary : R20 000 – R30 000 per month.

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 :

Desired Attributes :

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