Account Manager - FinTech & Forex, Johannesburg
Employment Solutions · Johannesburg, Gauteng
Overview
A growing financial services and fintech company in Johannesburg is looking for an Account Manager to build strong client relationships and manage forex accounts for individuals and businesses. If you have at least 2 years in a client facing role, enjoy solving problems and want to grow in the forex and fintech space, this permanent role could be a great fit for you.
About the role
Our client, a leading company in the financial services and fintech sectors, is hiring an Account Manager to join their team in Johannesburg. This is a permanent, full time role focused on building and maintaining strong client relationships while managing forex accounts for both individual and corporate clients.
What you will be doing:
- Visiting clients in person to guide them through the onboarding process
- Managing administration related to forex transactions
- Working with the sales team to onboard new clients and grow existing relationships
- Overseeing multiple forex accounts for individuals and corporate clients
- Handling challenging client requests and escalating where needed
- Developing initiatives to improve customer satisfaction and retention
- Identifying new business opportunities within your portfolio
- Assisting clients through email, phone, online presentations, screen sharing and face to face meetings
Please note: If you have not heard from us within 2 weeks, please consider your application unsuccessful.
Requirements
- Minimum 2 years experience in a client facing role
- Ideally hold a tertiary degree in management, finance, administration or a related field
- Strong technical literacy and competency
- Excellent administrative and interpersonal skills
- Strong mathematical skills and competency
- Proven experience in client management, communication and administration
- Familiarity with financial technologies and forex transactions is advantageous
- Familiarity with customer relationship management tools is advantageous
Responsibilities
- Conduct in person visits to clients to assist with and explain the onboarding process
- Manage and understand administration related to forex transactions
- Collaborate with the sales team to onboard and integrate new clients and foster existing relationships
- Oversee multiple forex accounts for individuals and corporate clients
- Address challenging client requests and escalate issues as necessary
- Develop initiatives to increase customer satisfaction and retention
- Retain clients by building trust and understanding client needs
- Identify new business opportunities within your portfolio
- Analyse root causes of customer success or failure and contribute to product or process improvements
- Manage customer activity efficiently with follow up until issues are resolved
- Assist clients via email, phone, online presentations, screen sharing and face to face meetings
Job details
- Organisation
- Employment Solutions
- Location
- Johannesburg, Gauteng
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Sales & Business Dev
- Application Method
- Apply manually
Success Guide
This role is a great chance to get your foot in the door of the fintech and forex world, which is growing fast in Johannesburg. When you apply, make sure your CV clearly shows any experience you have dealing directly with clients, even if it was in retail, banking or customer service. The employer specifically wants someone who is comfortable with numbers and admin, so highlight those skills where you can.
During the interview, be ready to talk about how you have handled a difficult client or turned a frustrated customer into a happy one. Knowledge of forex or financial technology is a bonus, but if you do not have it, show that you are willing to learn. Also remember to attach your degree certificate if you have one, since a tertiary qualification in finance or management is preferred. Good luck!
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