Client Relationship Coordinator

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

About the Role Our client, a boutique financial advisory firm, is seeking a highly organized and personable Client Relationship Coordinator to support their operations in Paarl, Western Cape. This role is vital for nurturing client relationships and ensuring a smooth administrative process. We offer a hybrid work schedule, allowing you to balance remote work with essential in-office collaboration at our Paarl branch. The ideal candidate will be a proactive communicator with excellent attention to detail, responsible for managing client communications, scheduling appointments, and maintaining client records. You will play a key role in enhancing the client experience and supporting the advisory team.

Key Responsibilities

• Serve as a primary point of contact for clients, responding to inquiries and providing administrative support.
• Schedule client meetings, appointments, and follow-ups.
• Maintain accurate and up-to-date client records in the CRM system.
• Assist in the preparation of client reports and financial documents.
• Coordinate communication between clients and financial advisors.
• Manage client database and ensure data integrity.
• Handle incoming calls and emails, directing them to the appropriate team members.
• Support the team with various administrative tasks as needed.
• Ensure a high level of client satisfaction through professional and timely service.

Requirements

• Previous experience in an administrative, client service, or customer support role.
• Excellent organizational and time-management skills.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
• A professional demeanor and positive attitude.
• Ability to work effectively in a hybrid environment, demonstrating self-discipline for remote tasks.
• Experience in the financial services industry is a plus but not essential.
• Must be located in or able to commute to Paarl, Western Cape for the hybrid work arrangement.
• High school diploma or equivalent; further education is an advantage.

Benefits

• Annual salary of ZAR.
• Flexible hybrid work model.
• Opportunities for learning and professional development.
• Supportive and friendly work environment in Paarl.
• Contribution to medical aid.
• Company-sponsored social events.
• Paid time off.