Client Manager (Remote | Full Time)

Morgan & Westfield is a U.S.-based Mergers & Acquisitions (M&A) advisory firm specializing in the sale of privately held businesses.

We are seeking a highly organized, proactive, and client-focused Client Manager to oversee client engagements from onboarding through closing.

This is not a traditional client service role. We are looking for someone who can successfully manage multiple concurrent projects, coordinate numerous stakeholders, maintain momentum, and deliver an exceptional client experience throughout the transaction process.

This is a permanent, full-time position for someone seeking a long-term career opportunity with significant growth potential. We are committed to developing, supporting, and retaining high-performing team members for the long term.

About the Role

As a Client Manager, you will act as the primary relationship manager for business owners throughout the business sale process. You will coordinate communication and activities between sellers, buyers, attorneys, accountants, lenders, and internal team members, ensuring every stage of the engagement progresses efficiently and deadlines are met.

This is not a sales role. You will not be responsible for cold calling, lead generation, or selling services. Instead, your focus will be on project management, client communication, coordination, and ensuring a smooth and professional transaction process.

You will be responsible for maintaining transaction momentum, identifying and resolving bottlenecks, and ensuring a consistently high level of professionalism, responsiveness, and client service.

Key Responsibilities

• Manage a portfolio of active business sale engagements.
• Serve as the primary contact for assigned clients.
• Coordinate the collection of financial and operational information.
• Monitor project timelines and ensure deadlines are met.
• Follow up with clients, buyers, and third parties to maintain transaction momentum.
• Review documentation for completeness and accuracy.
• Maintain accurate CRM records and client files.
• Coordinate and attend meetings and facilitate communication between stakeholders.
• Escalate issues proactively before they become problems.
• Deliver a world-class client experience throughout the transaction process.

Requirements

• Exceptional organizational and project management skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities simultaneously.
• Exceptional attention to detail and accuracy.
• Strong sense of ownership and accountability.
• Ability to read and understand basic financial statements, including profit and loss statements, balance sheets, and cash flow reports.
• Ability to work independently in a remote environment.
• Professional, polished, and confident when interacting with business owners, executives, and professional advisors.
• Tech-savvy and comfortable learning new systems, software, and business processes.
• Ability to work during U.S. Eastern Time (ET) business hours.

Preferred Experience

• Client Success Management
• Account Management
• Project Management
• Business Administration
• Mergers & Acquisitions (preferred but not required)

What We're Looking For (our ideal candidate)

• Takes ownership and follows through.
• Thrives in a fast-paced environment.
• Is highly responsive and dependable.
• Thinks critically and solves problems proactively.
• Communicates professionally and confidently.
• Balances multiple clients and priorities without sacrificing attention to detail.
• Wants to build a long-term career rather than simply fill a position.

Position Details

• Fully remote position
• Permanent, full-time role
• 40 hours per week
• Must have reliable high-speed internet
• Must be available during U.S. Eastern Time business hours
• Starting Salary: USD $1,500 – $2,500 per month (depending on experience)
• Excellent performance-based incentive structure
• Long-term career growth opportunities

How to Apply

To apply for this position, please complete our application form using the following link: https://forms.gle/btBsubGspPrnQB9x9

Please complete all sections carefully and thoroughly. We review every application, and attention to detail is an important part of our evaluation process.

Only candidates who demonstrate strong communication skills, professionalism, and attention to detail will be considered. Due to the volume of applications, only shortlisted candidates will be contacted.

Pay: R160,00 - R192,00 per hour

Work Location: Remote