Client Relationship Coordinator – Finance / Investment Sector

SUMMARY:
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.

POSITION INFO:
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

• 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