Client Experience Coordinator — Hybrid (Paarl)

Placements24; Paarl; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Flexible hybrid work model

Opportunities for learning and growth

Supportive and friendly work环境 in Paar

Contribution to medical aid

Company-sponsored social events

Paid time off

Job summary

Placements24 in Paarl, Western Cape, seeks a Client Relationship Coordinator to support operations. The role focuses on nurturing client relationships, managing communications, scheduling appointments, and maintaining records in the CRM.

You will collaborate with the advisory team, handle inquiries, prepare client reports, and ensure a high level of service. Hybrid work allows some remote tasks with in‑office collaboration at the Paarl branch.

Qualifications

• Experience in administrative, client service or customer support roles.
• Strong organizational and time-management abilities.
• Proficient in MS Office and CRM software; professional demeanor.

Responsibilities

• Serve as a primary point of contact for clients and provide administrative support.
• Schedule client meetings, appointments, and follow-ups.
• Maintain accurate client records in the CRM system.
• Assist in preparing client reports and financial documents.
• Coordinate communication between clients and financial advisors.
• Manage client database and ensure data integrity.
• Handle inbound calls and emails and direct to the right team members.
• Support the team with various administrative tasks as needed.
• Ensure high client satisfaction with professional and timely service.

Skills

Organizational skills

Time-management

Written communication

Verbal communication

Customer service

Education

High school diploma or equivalent

Further education is an advantage

Tools

Microsoft Word

Microsoft Excel

Outlook

CRM software

Job description

Placements24 in Paarl, Western Cape, seeks a Client Relationship Coordinator to support operations. The role focuses on nurturing client relationships, managing communications, scheduling appointments, and maintaining records in the CRM.

You will collaborate with the advisory team, handle inquiries, prepare client reports, and ensure a high level of service. Hybrid work allows some remote tasks with in‑office collaboration at the Paarl branch.