Opportunity Hub
Account Manager
Account Manager
- Financial Services
- Recently Added
- Johannesburg
- Full-time
- Location -
- Position -
- Salary -
- Johannesburg
- Full-time
- R 360 000 per annum
- Commission
Overview
Our client is a growing South African fintech providing international money transfer and related financial services to individuals and businesses. As its forex offering continues to grow, maintaining a high-touch client experience is an important part of how the business differentiates itself.
The Account Manager will take responsibility for a portfolio of forex clients, helping them navigate onboarding and transactions while building relationships that support retention and continued growth. You’ll work closely with the sales team as new clients come into the business and then become an ongoing point of contact once they are onboarded.
This is a client-facing role that combines relationship management with strong administration and follow-through. It requires someone who is comfortable speaking to clients directly, solving problems and travelling locally for face-to-face meetings when needed.
View requirements and responsibilities
Responsibilities:
- Manage a portfolio of forex accounts across individual and business clients.
- Build strong, trusted relationships with clients and support their ongoing retention.
- Meet clients in person where required to guide them through the onboarding process.
- Work closely with the sales team to onboard new clients and ensure a smooth transition into ongoing account management.
- Support clients with the administration associated with forex transactions.
- Understand client needs and identify appropriate opportunities within existing accounts.
- Manage client queries, more complex requests and issue escalations through to resolution.
- Maintain clear follow-up on outstanding client actions and ensure open matters are taken through to closure.
- Communicate with clients through phone, email, online meetings, screen-sharing and face-to-face meetings.
- Identify recurring client issues and provide useful feedback on potential product or process improvements.
- Contribute ideas that improve client satisfaction and retention.
- Maintain strong visibility over account activity and ensure client administration is handled accurately.
Requirements:
- A minimum of two years’ experience in a client-facing role.
- A tertiary degree in management, finance, administration or a related field.
- Strong relationship-management skills and confidence dealing directly with clients.
- Strong administration and attention to detail.
- Good numerical ability.
- Excellent communication skills, both with clients and within a remote team.
- Strong problem-solving skills and the ability to manage client issues through to resolution.
- Comfortable learning and working across new systems and technology.
- Able to work independently and manage responsibilities effectively in a remote environment.
- Fluent English.
- Understanding of forex would be advantageous.
- Afrikaans proficiency would be advantageous.
- Based in Johannesburg or Pretoria.
- A valid South African driver’s licence and own vehicle.
- Comfortable with local travel and in-person client meetings.
- Hustle Co.