Client Relations Coordinator

Client Scheduling Coordinator - Fully Remote We are a dynamic company in the financial advisory business, dedicated to providing exceptional service to our clients nationwide. Our need is for people who can coordinate our advisors' schedules from anywhere — this is a fully remote position . We'll teach you everything you need to know. Basic technical skills are required. There is no cold calling — we have an established list of clients. Your role is to ensure that our advisors' schedules are organized so they can best serve our clients. Our culture is world-class and focused on growth, teamwork, and personal development. Why Work With Us Educational Tuition and Fees Reimbursed up to $5,200 annually for grades of A's or B's. Career growth opportunities - many team members have been promoted within, and others have used their experience with us to successfully advance their careers elsewhere. Position Summary This remote position is responsible for scheduling retirement advisors' appointments with our existing clientele and ensuring regular communication between clients and advisors. Essential Job Functions Contact clients to schedule annual administrative review appointments for our advisors. Coordinate client and advisor schedules efficiently. Input scheduled appointments into our client management system. Conduct weekly quality control to ensure client satisfaction. Field inbound client inquiries. Perform other duties as assigned.

Education / Qualifications

/ Experience High School diploma or GED required. Excellent written and verbal communication skills. Strong customer service orientation. Minimum typing speed of 30 WPM. Strong interpersonal skills and ability to collaborate with individuals at all organizational levels. Excellent time management and organizational abilities. Ability to handle multiple responsibilities effectively. Proficiency in Microsoft Office and general office software/tools. Must have a reliable internet connection and a quiet, professional home workspace.

Compensation & Benefits Starting Pay:

$20/hour

Additional Benefits:

Participation in company sales incentive contests Unlimited PTO after 90 days (as outlined in the Employee Handbook) Medical, Dental, Vision, and Life Insurance Optional short-term disability and supplemental life insurance 401(k) plan 10 paid holidays annually

Pay:

$20.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Work from home Application Question(s): Are you able to work W2 Direct for any employer without sponsorship? Do you have previous experience with scheduling corporate client appointments and coordinating calendars? This position is remote; but are you ok with coming onsite for the first two weeks for training?

Location:

Plano, TX 75093 (Required)

Work Location:

Remote