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Scheduler / Operations Coordinator
Bradenton, FL
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Now viewing: Client Scheduling & Follow-Up Coordinator
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United Placement Group

Client Scheduling & Follow-Up Coordinator

Pay: $33,280/yr
Posted: 4 days ago
Location: Bradenton, FL (Onsite)
Last Updated: 3 days ago
Hours: Full-Time
Expires: 12/8/2026

Job Description

Description UF Resources
  • Bradenton, FL (On-Site)
  • Full-Time W-2
  • $16/hr + $25 bonus per Google review Schedule estate-plan delivery appointments and follow-up calls for existing clients.
No cold calling, weekly pay, and room to grow into work with our financial advisors. What you'll do Schedule, confirm, and reschedule delivery appointments and follow-up calls Follow up with clients who haven't responded Invite clients to share honest feedback through Google reviews Keep appointment records and call notes accurate What you get $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply) Weekly W-2 pay, Monday-Friday, 8:00 AM-4:30 PM, no evenings or weekends Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match Training and a path to work directly with financial advisors What you need 1+ year of appointment-setting, call-center, or phone-based customer service experience A clear, friendly phone manner and strong organization
Location:
8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
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