Client Experience Manager
Love building
relationships and making business happen?
We’re looking for
a dynamic Client Experience Manager who knows the foreign exchange (FX) world
and has the relationship-building skills, commercial mindset and drive to turn
great client experiences into lasting partnerships and business growth. This is more than
a customer service role! You’ll take ownership of client relationships, keep
banking partners happy, identify new business opportunities and help create a
seamless client journey from start to finish.
What will you
be doing?
- Be the go-to person for clients,
banking partners and internal teams, keeping communication clear and
expectations on track.
- Strengthen existing relationships,
monitor client satisfaction and find ways to improve retention and
loyalty.
- Bring in new clients, grow your
pipeline, develop referral partnerships and spot opportunities to
cross-sell relevant products and services.
- Identify gaps in the client journey,
solve recurring service challenges and turn feedback into meaningful
improvements.
- Ensure client-facing processes are
documented, consistently followed and aligned with regulatory
requirements, internal policies and partner SLAs.
- Manage client and banking partner
negotiations while balancing strong relationships with commercial
objectives.
- Monitor client satisfaction,
retention, business development and revenue targets, providing regular
updates and insights to management.
- Help internal teams understand client
and partner requirements so everyone delivers a consistent, high-quality
experience.
Please note: This is a fully office-based position in
Paarl, Western Cape. You should ideally live in Paarl or within a
reasonable commuting distance and be comfortable working from the office.
Requirements
- At least 3 years’ experience in the
foreign exchange (FX) sector.
- A background in client relationship
management, business development or financial services.
- Proven experience in both client
retention and revenue generation, we need someone who can nurture
relationships and grow the business.
- A solid understanding of FX products,
services and the South African financial-services environment.
- Knowledge of client retention
strategies, cross-selling, referral partnerships and business development.
- An understanding of
financial-services compliance, regulatory requirements and partner SLAs.
- Strong negotiation, communication,
analytical and problem-solving skills.
- Confidence when engaging with
clients, banking partners and senior stakeholders.
- Excellent relationship-building
skills, commercial awareness and a results-driven approach.
- Fluency in both English and
Afrikaans.
- Strong computer literacy and the
ability to turn information into practical action.
Qualifications: RE5 (Representative) and RE1 (Key
Individual) are relevant industry qualifications, with requirements depending
on the responsibilities of the role.