Client Relationship Coordinator

3 days ago

Cape Town, South Africa The Legends Agency Full time

Client Relationship CoordinatorDrive high-quality client engagements and convert warm inbound leads into booked consultationsNewlands, Cape Town | R15 000 basic + strong commission (current performers earning 30k+ per month)About Our ClientOur client is a reputable and fast-growing wealth advisory business offering personalised investment and financial planning solutions. Known for their digital-forward approach, strong market reputation, and emphasis on client education, they are expanding their inbound sales function as online enquiries surge. The company prides itself on professionalism, integrity, and a supportive team culture where high performers thrive and are rewarded.The Role: Client Relationship CoordinatorThis role exists to ensure that every warm lead generated through the company's website and digital channels is engaged promptly, professionally, and persuasively. You will be the first point of contact for prospective clients with qualifying interests, managing conversations, and converting enquiries into confirmed appointments for the financial planners. Your success directly contributes to the company's growth and the client's first impression of the brand.Key ResponsibilitiesMinimum 1 to 2 years of experience in client engagement, inside sales, or a similar communication-driven roleContact and engage warm leads submitted through the website and digital platformsBuild rapport quickly and conduct persuasive, confident conversationsConvert inbound enquiries into booked financial planning consultationsMaintain accurate call logs, conversion notes, and follow-up tasks in the CRMPerform follow-ups to maximise conversion rates and support planners with client engagement where neededUphold the Investonline brand by delivering a polished, professional first interactionContinuously work towards improving personal conversion rates and team targetsAbout You1 to 2 years of experience in customer engagement, inside sales, telesales, or coordination rolesStrong communication skills with the confidence to engage professionally over the phoneTarget-driven, self-motivated, and comfortable working in a performance-focused environmentOrganised, disciplined, and able to manage CRM updates and follow-up workflowsAble to build rapport quickly and handle conversations with professionalismTech-savvy with the ability to learn systems and processes efficientlyA proactive team player who takes ownership of results and continuously seeks improvement

  • Client Relationship Coordinator

    1 day ago

    Cape Town, South Africa The Legends Agency Full time

    Client Relationship Coordinator Drive high-quality client engagements and convert warm inbound leads into booked consultations Newlands, Cape Town | R15 000 basic + strong commission (current performers earning 30k+ per month) About Our Client Our client is a reputable and fast-growing wealth advisory business offering personalised investment and financial...

  • Client Relationship Coordinator

    1 week ago

    Cape Town, Western Cape, South Africa Time Personnel Full time R200 000 - R400 000 per year

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    6 days ago

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