Chanel Meyer
@chanelmeyer1
I build trusted advisor relationships and coordinate client service across fiduciary and estate-planning processes.
South AfricaWhat I'm looking for
At Capital Legacy, I build and maintain relationships with financial advisors, support fiduciary solutions, and coordinate estate planning, wills, policy applications, claims, and underwriting processes.
I've progressed from Booking Agent to Broker Consultant, scheduling client appointments, onboarding advisors, resolving operational matters, and acting as a primary contact for advisors and clients. I bring clear communication, attention to detail, adaptability, and a strong commitment to long-term partnerships.
I also bring client communication and project coordination experience from Lucas Auxo Digital, alongside hospitality, events, and au pair work that strengthened my leadership, customer service, and trust-based care.
Experience
Work history, roles, and key accomplishments
Broker Consultant
Capital Legacy
Apr 2026 - Present (5 months)
Build and maintain strong relationships with financial advisors to support business growth. Schedule meetings, onboard new advisors, and act as primary point of contact for service-related matters.
Education
Degrees, certifications, and relevant coursework
University of South Africa
Bachelor's Degree, Environmental Management
Pursued a degree in Environmental Management, focusing on environmental science and sustainability principles.
Alberton High School
Matric, General Studies
Grade: Distinction
Completed high school education with a matriculation certificate, achieving distinction.
Availability
Location
South AfricaAuthorized to work in
Job categories
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