Client Relationship Coordinator

About This Role

Generate and schedule qualified appointments for Financial Advisors, support marketing events, and maintain accurate CRM data and pipeline management to achieve departmental goals.

Responsibilities

• Generate and schedule qualified appointments for Financial Advisors through outbound calling, prospect qualification, marketing initiatives, and consistent follow-up with prospects and clients
• Support marketing events and seminars, including evening workshops, on-site appointment booking, and proactive outreach to maximize conversion from prospects to clients
• Maintain accurate CRM data and pipeline management, working independently to meet scheduling, conversion, and departmental goals

Requirements

• Strong communication, persuasion, and follow-through skills
• Experience in appointment setting, inside sales, or a related client acquisition role
• Organizational and process management abilities
• Ability to manage multiple prospects through the full conversion lifecycle and maintain accurate records in CRM systems
• Four-year college degree
• Proficiency in Microsoft Office

Qualifications

• four-year college degree

Nice to Have

• Salesforce experience
• Financial services experience

Skills

* Required skills

Benefits