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Client Relationship & Scheduling Coordinator (Work From Home)
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Job Description
- Req#: 104
Employer Industry: Marketing and Client Relationship Management
Why consider this job opportunity:
- Starting pay range of $12.50 - $14.00 per hour, with eligibility for a raise after 90 days
- Opportunities for career advancement within the organization, with a clear path to higher-paying roles
- Flexibility to work from home after completing initial training
- Engaging role that emphasizes relationship-building with clients
- Supportive company culture that prioritizes employee growth and promotion
What to Expect (Job Responsibilities):
- Communicate with current clients of financial advisers via phone and email (no cold calling)
- Conduct scripted qualifying questions to assess client interest and needs
- Schedule, confirm, and manage appointments for advisers
- Follow up with clients to maintain engagement and ensure a positive experience
- Keep adviser calendars organized and accurate
What is Required (Qualifications):
- High school diploma or GED
- Must successfully pass a criminal background check
- Proficient in Microsoft Word and Excel
- Excellent communication skills and professional phone presence
- Organized, detail-oriented, and able to multitask effectively
How to Stand Out (Preferred Qualifications):
- Experience in customer service, scheduling, or sales
#Marketing #ClientRelations #RemoteWork #CareerGrowth #FlexibleSchedule
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