Remote Jobs
Client Relationship & Scheduling Coordinator (Work From Home)
What's your preference?
Job Description
- Req#: 105
Employer Industry: Marketing Services
Why consider this job opportunity:
- Starting pay up to $14.00 per hour, with eligibility for a pay increase after 90 days
- Opportunity for career advancement and growth within the organization, with a clear path to higher-paying roles
- Enjoy the flexibility of working from home after initial training
- Be part of a fast-growing and professional organization
- Engage in a key relationship-building role that enhances client satisfaction
What to Expect (Job Responsibilities):
- Communicate with current clients of financial advisers by phone and email (No cold calling)
- Conduct scripted qualifying questions to understand client interest and needs
- Schedule, confirm, and manage adviser appointments
- Follow up with clients to maintain engagement and 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 with Microsoft Word & 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
#MarketingServices #RemoteWork #CareerGrowth #ClientRelations #FlexibleSchedule
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
The best remote jobs for you
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.