Client Relationship Manager | Steenberg

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 services and proactive engagement with both new and existing clients.

Key Responsibilities:

Client Relationship Management:

• Serve as the main point of contact for clients, facilitating communication between internal teams and the wider Group.
• Act as an escalation point for client concerns and assist in resolving any issues.
• Build and maintain strong client relationships.
• Maintain and update the CRM system, ensuring accurate client information is captured. Advocate for optimal use of the CRM system for all client communications.
• Represent the company at industry events as required.

Business Development Support:

• Assist with preparing presentations for client meetings and pitches, ensuring high-quality deliverables. Strong PowerPoint skills are essential.
• Coordinate with the marketing team to ensure all presentations and proposals adhere to branding guidelines.
• Maintain a library of templates for presentations and proposals.
• Coordinate both virtual (Teams) and in-person meetings, including international meetings.
• Handle the logistics for local and international travel, including flights, accommodations, and meetings for business development and client engagements.
• Organize necessary marketing materials, catering, and other requirements for client meetings.

Executive Support to the CEO:

• Provide comprehensive administrative support to the CEO, including coordinating client engagement activities and business development tasks.
• Filter and respond to client queries and assist with arranging travel, events, and meetings for the CEO.

Team Interaction:

• Execute tasks on behalf of the CEO and represent them on projects and initiatives as needed.
• Provide regular updates to the CEO on project statuses.
• Act as a point of contact in the CEO’s absence, ensuring smooth operations.
• Foster teamwork and uphold company values, ensuring collaboration across divisions and promoting positive morale.
• Identify and implement process improvements to enhance team efficiency.

Ongoing Learning:

• Participate in industry exams to deepen knowledge of the business and better support business development efforts.
• Spend time with various teams to gain insights into workflows and processes, providing valuable feedback to the CEO.

Experience:

• 4-6 years of experience in the investment management or stockbroking industry, with a focus on client services, client engagement, and business development support.
• Advanced proficiency in MS Office, particularly PowerPoint, Excel, and Word.
• Experience working with a CRM system is required.

Qualifications:

• A relevant qualification (ND or Degree in Administration, Finance, or Commerce) is required.

Key Competencies:

• Service-driven with a strong client-centric focus.
• A proactive team player with the ability to work effectively in a team environment.
• Highly organized with excellent time management skills.
• Ownership-driven, reliable, and trustworthy.
• Attention to detail and a focus on accuracy.
• Self-motivated and able to work independently.
• Strong communication skills, both verbal and written.