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 Industry-related qualifications such as RE5 (Representative) and RE1 (Key Individual) Minimum of 3 years’ experience in the foreign exchange (FX) sector Sound knowledge of South African financial regulations Strong numerical, analytical, and communication skills Computer literate