Conveyancing Quotations and Client Intake Coordinator â Kloof KZN

Accountancy Placements Pietermaritzburg; Kloof; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in Kloof seeks motivated individuals for a client service role. This position involves managing client inquiries, preparing quotations, and liaising with teams to enhance service delivery. Success in this role requires strong organizational skills and a proactive approach, making it ideal for detail-oriented candidates.

Qualifications

• Strong organisational and time management skills.
• Clear, confident communicator.
• Experience in a legal or client-facing environment is an advantage.

Responsibilities

• Monitor and manage multiple shared inboxes.
• Prepare accurate, tailored quotations.
• Deliver high-quality client service via email and phone.

Skills

Organisational skills

Communication

Attention to detail

Client service

Tools

Microsoft Office Suite

Job description

• Efficiently monitor and manage multiple shared inboxes, ensuring all client queries are acknowledged and responded to within agreed service levels
• Prepare accurate, tailored quotations using standard templates and client information, considering factors like property status and complexity
• Deliver high-quality client service through clear, professional communication via email and phone, capturing key client details to support accurate quoting
• Flag urgent, unusual, or complex enquiries to senior team members or legal staff as appropriate
• Liaise with the onboarding team by passing on completed quote details and relevant client information
• Maintain comprehensive records of all correspondence and interactions in the appropriate case management or CRM system
• Collaborate with internal teams to resolve client queries or escalate issues when necessary
• Track quote conversions and support follow-ups to boost client engagement
• Contribute to continuous improvement by identifying ways to enhance client communication and streamline internal processes
• Must be willing to work in office full time - UK hours

Requirements

• Strong organisational and time management skills, with the ability to prioritise tasks effectively
• Clear, confident communicator with a client-focused and professional approach
• Proven ability to manage multiple enquiries simultaneously with high attention to detail
• Comfortable working with templates, pricing structures, and varied client instructions
• Able to work independently while also being a collaborative team player
• Highly accurate with a meticulous eye for detail
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Positive, proactive, and adaptable attitude
• Experience in a legal or client-facing environment is an advantage
• Familiarity with residential and / or commercial conveyancing is beneficial but not essential

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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