This is an opportunity to join a well-established financial services company that has experienced consistent growth since 2009. The organisation is driven by a genuine purpose of improving the financial wellbeing of employees across South Africa by providing responsible and transparent financial solutions.

The successful candidate will enjoy a results-oriented environment that values initiative and autonomy over micromanagement. With the support of a company vehicle, they will have the flexibility to manage their own diary while building and maintaining meaningful client relationships. The role offers excellent variety, with each day bringing new client interactions, locations and challenges.

About the Employer

The client is a respected payroll-deduction lender that has been helping employees across South Africa access fair, transparent and responsible financial products for more than 14 years. Their success has been built on long-term employer partnerships and exceptional customer service. They are seeking a personable and relationship-focused Client Liaison Officer to represent the business within client organisations and strengthen existing partnerships.

Key Responsibilities

• Serve as the primary point of contact for employer clients through regular site visits.
• Build and maintain strong relationships with HR, payroll and management teams.
• Guide employees through available financial solutions and assist them throughout the application process.
• Facilitate employee information sessions and promote responsible borrowing practices.
• Represent the organisation at client events, employee wellness days and exhibitions.
• Gather client feedback and identify opportunities to enhance service delivery.
• Maintain accurate records of client visits and prepare regular management reports.
• Monitor and resolve outstanding client queries in a timely manner.

Minimum Requirements

• A minimum of three years’ experience in client relationship management, account management, customer service or a similar client-facing role.
• Matric certificate.
• Valid South African driver’s licence.
• Willingness to travel extensively.
• Proficiency in Microsoft Word, Excel, Outlook and PowerPoint.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to build relationships at all organisational levels.
• Highly organised, self-motivated and capable of managing multiple client relationships simultaneously.

Advantageous Experience

Preference will be given to candidates who have:

• Experience within financial services, banking, insurance, payroll or employee benefits.
• A background in managing corporate or employer-based client relationships.
• Experience presenting workshops, employee engagement sessions or information seminars.
• Knowledge of payroll-deduction lending or employee financial wellness programmes.

Work Model: Field-based, with extensive travel to client sites across the region
Salary: R30,000 – R40,000 CTC