Client Relationship Coordinator

Recruiter:

The Legends Agency

Job Ref:

9337XRY6

Date posted:

Thursday, December 4, 2025

Location:

Cape Town, South Africa

Salary:

Market-related

SUMMARY:
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)

POSITION INFO:

- 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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