Client Experience Manager - Finance

Our client is seeking an experienced Client Experience Manager - Finance to join their Paarl team,

• Build
• and maintain strong relationships with banking partners and clients
• Ensure a
• clear understanding of partner processes across operational teams
• Develop and
• implement strategies to enhance client retention and satisfaction
• Identify
• cross-selling opportunities that align with client needs
• Streamline
• business processes to improve service delivery
• Facilitate
• regular feedback channels between the company, clients and banking partners to
• drive continuous service improvement
• Maintain
• accurate and up-to-date documentation of all client-related processes
• Ensure that
• all client experience processes comply with internal and external policies,
• including financial regulations and service level agreements (SLAs)
• Provide
• regular progress reports to the COO, highlighting opportunities, risks and
• challenges
• Facilitate
• knowledge-sharing and training initiatives across internal teams to ensure
• alignment with client and partner requirements
• Lead
• negotiations and the finalisation of agreements with banking partners and
• clients, ensuring compliance with company and regulatory requirements
• Identify
• and acquire new clients for the company
• Identify
• cross-selling opportunities across business entities and implement the
• necessary actions to secure new business
• Conduct
• regular client engagement activities and account health checks
• Identify
• and acquire referral partners
• Achieve
• agreed sales targets

Requirements

• Grade

12

(Representative) and RE1 (Key Individual)

(FX) sector

African financial regulations

analytical, and communication skills