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 by phone and email
• Conduct scripted qualifying questions to understand client interest and needs
• Schedule, confirm, and manage adviser appointments while maintaining client engagement

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