Client Acquisition and Intake Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Acquisition and Intake Specialist based in South Africa.

This role serves as a key first point of contact for prospective clients, helping transform inbound inquiries into well-managed client opportunities. You will conduct structured discovery conversations, qualify prospects, coordinate consultations, and support the initial client retention process. The position combines customer engagement, organization, careful documentation, and adherence to established procedures. You will work independently while following approved scripts, qualification criteria, communication sequences, and fee guidelines. Success in this role requires excellent communication, strong attention to detail, and the ability to manage a high volume of inquiries with professionalism and empathy. It is a fast-paced, results-oriented opportunity for someone who enjoys building rapport and creating a positive client experience.