Client Relationship Coordinator

1 week ago

Cape Town, Western Cape, South Africa Time Personnel Full time R200 000 - R400 000 per year
Job Overview
  • Application Deadline: 27 December 2025
  • Job Location: Cape Town, Western Cape
  • Job Title: Client Relationship Coordinator
  • Education Level: High School / Matric
  • Job Level: Intermediate
  • Minimum Experience: 1 - 3 Years
Client Relationship Coordinator required in Cape Town.

Are you looking to join a well-established National Investment company where you can use your client service experience to engage with high-end clients and qualify their large-scale investment needs?

In this role, you'll focus on qualifying leads and scheduling meetings for the Sales team.

Our client based in Newlands has a supportive culture that values teamwork, continuous learning, and personal growth within a dynamic and productive environment.

Requirements:

  • Matric
  • Fully bilingual in English and Afrikaans
  • 1-3 years of experience in sales, lead generation, or customer engagement
  • Strong verbal and written communication skills
  • Confident, persuasive, and comfortable making outbound calls
  • Ability to ask the right questions to qualify leads effectively
  • Experience using a CRM system (preferred)
  • Self-motivated with a proactive and results-driven mindset

Duties and Responsibilities:

  • Lead Screening & Qualification
  • Contact new inbound and outbound leads to assess interest and suitability
  • Ask key questions to determine if leads fit our client profile
  • Log lead information accurately in the CRM system
  • Appointment Setting & Follow-Ups
  • Secure qualified meetings for the Sales team
  • Follow up with warm leads and nurture relationships over time
  • Ensure smooth handover of leads to the appropriate sales representative
  • CRM & Lead Tracking
  • Maintain detailed records of lead interactions
  • Provide feedback to sales and marketing on lead quality and trends
  • Identify potential improvements in the outreach process

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