Client Success Coordinator
Property Wealth Engineering (PWE)🚨 WE’RE HIRING: PWE™ CLIENT SUCCESS COORDINATOR
Property Wealth Engineering™ | Hybrid | South Africa
Do you love making sure things happen?
Are you highly organised, excellent with people, proactive with follow-ups, and the person who naturally thinks:
“What needs to happen next?”
We’re looking for a Client Success Coordinator to join the Property Wealth Engineering™ team.
This is not simply an admin role.
You will become the day-to-day point of contact for our clients, making sure they experience a professional, seamless and well-coordinated journey from the moment they enrol through onboarding, implementation, ongoing engagement and completion.
No client should ever have to wonder what happens next.
You’ll be responsible for keeping clients informed, appointments organised, documents tracked, CRM records accurate and internal teams aligned.
🔹 Manage the handover from Sales to Client Success
🔹 Coordinate new-client onboarding
🔹 Manage client journeys and milestones
🔹 Communicate with clients and provide timely follow-up
🔹 Coordinate meetings, calendars and reminders
🔹 Maintain accurate records in GoHighLevel / CRM
🔹 Coordinate internal teams and external specialists
🔹 Track outstanding documents and actions
🔹 Identify client concerns and escalate early
🔹 Conduct client progress check-ins
🔹 Support client retention and ongoing engagement
🔹 Coordinate testimonials and client feedback
🔹 Manage programme completion and offboarding
You’ll work closely with our:
• Founder & Chief Capital Architect™
• Private Wealth Client Advisors
• Acquisition Department
• Programme Team
• Operations & Finance
• Attorneys, accountants and other specialist partners
You should be:
✅ Highly organised
✅ Warm and client-focused
✅ Professional and confident in communication
✅ Proactive and excellent at follow-up
✅ Detail-oriented
✅ Comfortable managing multiple client journeys
✅ Confident using CRM systems
✅ Calm under pressure
✅ Comfortable dealing with senior professionals and high-value clients
✅ Discreet when handling confidential information
Minimum 5 years' experience in areas such as:
• Client Success
• Account Management
• Customer Service
• Financial Services Administration
• Property Administration
• Wealth / Investment Administration
• CRM Management
• Project Coordination
• Professional Services
GoHighLevel experience is highly beneficial.
This role is about client coordination and experience.
You will not be expected to provide investment, legal, tax or regulated financial advice.
Your role is to:
Coordinate. Communicate. Track. Follow up. Schedule. Escalate.
Position: PWE™ Client Success Coordinator
Company: Property Wealth Engineering™
Start Date: 1 October 2026
Location: Hybrid — Remote & Office
Salary: R12,500
Company Equipment: Laptop & cellphone provided
If you're the kind of person who takes ownership, loves creating order, and genuinely cares about giving clients an exceptional experience, we'd love to hear from you.
📩 To apply: Send your CV and a short introduction explaining why you believe you'd be a strong fit for this role.
applications@richesandbeyond.com
Property Wealth Engineering™
- Building better client journeys. Creating better outcomes.