Client Success Coordinator

1 day ago

Bryanston Gauteng, South Africa investRand Full time

Job Summary

In this pivotal role, you will guide our clients through the complex real estate market.
From bond applications, transfer, onboarding to Hassle-free services, you'll ensure every client has a smooth, empowering experience and feels supported at every step. 

Responsibilities

1) Financing & Documentation

  • Guide clients through the property finance process, working closely with bond originators.
  • Ensure clients apply under the correct ownership vehicle (company, trust, or personal).
  • Verify and organise all required documentation for bond approval and transfer.
  • Follow up proactively with clients to make sure deadlines and requirements are met.

2) Client Onboarding & Success

  • Schedule and facilitate onboarding meetings once property transfers are complete.
  • Conduct onboarding sessions that teach clients how to manage their investment property like a business.
  • Ensure client property portfolios are correctly reflected on the investRand platform.
  • Provide resources and education to boost client confidence in their investments.

3) Hassle free set-up and support

  • Support clients on Hassle-free property set-up by coordinating with contractors, caretakers/ property mangers on renovation and tenanting
  • Generate monthly and quarterly reports on property performance.
  • Maintain regular communication with service providers to proactively resolve issues and ensure smooth service delivery.
  • Ensure the clients have a hassle-free experience with their property investment

4) Coordination & Support

  • Act as the main point of contact for clients from offer acceptance through onboarding.
  • Liaise with attorneys, service providers, and PICs to ensure smooth handovers and consistently records service provider performance.
  • Provide timely responses and clear communication to clients.
  • Track and update client progress in CRM and internal systems.

Qualifications

  • 2+ years experience
     in customer success, client services, or account management (real estate, financial services, or conveyancing experience an advantage).
  • Strong organisational skills and attention to detail.
  • Excellent communication and interpersonal skills (active listening, negotiation, conflict resolution).
  • Proactive, solution-oriented mindset with the ability to multitask in a fast-paced environment.
  • Comfortable working with CRMs and digital tools (ActiveCampaign, SharePoint, Calendly, etc.).
  • Bachelor's degree in Business, Finance, Real Estate, or related field 
    preferred
     but not essential.

REMUNERATION

Salary: R8,000 – R10,000/month, depending on experience and performance.

Annual Leave:
 15 working days

  • Environment:
     Hybrid work model with office base in Bryanston.
  • Purpose:
     Be part of a mission to help South Africans build generational wealth through property investing.

Office Location

Block F, Saint Andrews Office Park, OB Meadowbrook Ln, Epsom Downs, Bryanston, 2152

Working Hours:

  • Monday to Friday, 08:00 – 17:00

How to Apply

Send your CV and a 
2–3 minute video
 introducing yourself and explaining why you'd be a great fit for this role to:

 

Subject Line:
 CSC – 
Name & Surname

Applications will remain open until the position is filled.

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