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Conveyancing Quotations and Client Intake Coordinator â Kloof KZN
Accountancy Placements PietermaritzburgKloof, South Africa13 days ago
Job descriptionStrong 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
Responsibilities
- 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
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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Client Coordinator • Kloof, South Africa