Client Relationship Coordinator

Job Summary

A company is looking for a Client Relationship & Scheduling Coordinator (Work From Home).

Key Responsibilities

• Communicate with current clients of financial advisers via phone and email
• Conduct scripted qualifying questions to understand client needs and schedule appointments
• Maintain organized and accurate adviser calendars while following up with clients

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
• Positive attitude and commitment to client satisfaction