Client Relationship Coordinator

2 days ago

Cape Town, Western Cape, South Africa The Legends Agency Full time R15 000 - R36 000 per year

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 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 Coordinator
This 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 Responsibilities

  • Minimum 1 to 2 years of experience in client engagement, inside sales, or a similar communication-driven role

  • Contact and engage warm leads submitted through the website and digital platforms

  • Build rapport quickly and conduct persuasive, confident conversations

  • Convert inbound enquiries into booked financial planning consultations

  • Maintain accurate call logs, conversion notes, and follow-up tasks in the CRM

  • Perform follow-ups to maximise conversion rates and support planners with client engagement where needed

  • Uphold the Investonline brand by delivering a polished, professional first interaction

  • Continuously work towards improving personal conversion rates and team targets

About You

  • 1 to 2 years of experience in customer engagement, inside sales, telesales, or coordination roles

  • Strong communication skills with the confidence to engage professionally over the phone

  • Target-driven, self-motivated, and comfortable working in a performance-focused environment

  • Organised, disciplined, and able to manage CRM updates and follow-up workflows

  • Able to build rapport quickly and handle conversations with professionalism

  • Tech-savvy with the ability to learn systems and processes efficiently

  • A proactive team player who takes ownership of results and continuously seeks improvement

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