Appointment Scheduler

Job Summary

A company is looking for an Appointment Scheduler (Work From Home).

Key Responsibilities

• Communicate with current clients of financial advisers via phone and email
• Schedule, confirm, and manage adviser appointments while conducting qualifying questions
• Maintain client engagement and keep adviser calendars organized and accurate

Required Qualifications

• High school diploma or GED (required)
• Experience in customer service, scheduling, or sales (preferred)
• Must successfully pass a criminal background check
• Proficient with Microsoft Word & Excel
• Organized and able to multitask effectively