Client Relationship Coordinator

The Legends Agency; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable wealth advisory business in Cape Town seeks a Client Relationship Coordinator to engage warm leads and convert them into consultations for financial planners. The ideal candidate will have 1-2 years of experience in customer engagement or sales, strong communication skills, and the ability to work proactively in a performance-driven environment. This role offers a competitive salary with commission potential and is integral to the company's growth and client satisfaction.

Benefits

Competitive salary with commission

Qualifications

• 1 to 2 years of experience in customer engagement, inside sales, or telesales.
• Strong communication skills to engage professionally over the phone.
• Proactive team player who seeks continuous improvement.

Responsibilities

• Engage warm leads through the company's website promptly and professionally.
• Convert inquiries into confirmed appointments for financial planners.
• Maintain accurate call logs and follow-up tasks in the CRM.

Skills

Strong communication skills

Customer engagement

Sales skills

Organizational skills

Tech-savvy

Tools

CRM systems

Job description

Overview

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

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