Client Relations Scheduling Coordinator

Job Description

Financial & Insurance Services firm is seeking a motivated and detail-oriented Client Relations & Scheduling Coordinator to support our growing financial advisory practice. The individual will play a vital role in maintaining excellent client relationships, managing scheduling and communications, and assisting in the daily operations of the firm.

This is an ideal position for someone who enjoys interacting with people, is highly organized, and thrives in a professional environment focused on financial planning and client service.

Key Responsibilities

• Schedule and confirm appointments for new and existing clients, including financial reviews and retirement planning sessions.
• Call and follow up with leads and clients to schedule appointments and maintain consistent communication.
• Manage the advisor's calendar, reminders, and client outreach through CRM and Calendly.
• Prepare clients folders, documents, and meeting notes prior to appointments.
• Track client interactions and maintain accurate, up-to-date records in CRM.
• Assist with client onboarding, follow-up communications, and administrative tasks.
• Support the Advisor with marketing campaigns, open enrollment scheduling, and client appreciation events.
• Uphold confidentiality and compliance standards in all client communications.

Qualifications

Compensation & Benefits

Why You'll Love Working Here

We are dedicated to helping individuals and families build financial confidence through education, personalized planning, and trusted relationships. As part of our team, you'll play an integral role in ensuring our clients receive an exceptional, professional experience every step of the way.

This position requires fingerprinting & a back-ground check.

J-18808-Ljbffr