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Client Appointment Coordinator/Financial Planning Assistant

2 months ago

Bradenton, Florida, United States United Placement Group Full time
Join Our Team as a Client Appointment Coordinator

United Placement Group is a prominent player in the Financial Services sector, dedicated to providing exceptional support to our Financial Advisors. With a commitment to excellence, we empower our team to focus on delivering outstanding financial guidance while we manage the essential administrative functions.

In this pivotal role, you will collaborate closely with our financial professionals to coordinate client appointments and offer vital administrative support. Your responsibilities will include making outbound calls to clients, ensuring a seamless scheduling process, with no cold calling involved.

At United Placement Group, we pride ourselves on being a forward-thinking organization with a strong reputation for integrity and service. We foster a dynamic work environment that prioritizes employee growth and development.

Key Responsibilities:

  • Efficiently manage appointment scheduling for financial advisors
  • Provide administrative assistance to enhance client interactions
  • Utilize strong communication skills to engage with clients
  • Maintain accurate records and documentation

Qualifications:

  • Exceptional organizational abilities
  • Polished telephone communication skills
  • Prior experience in client relations or appointment management is advantageous
  • Proficient in handling client inquiries and objections
  • Demonstrated reliability and strong work ethic
  • Familiarity with standard office software
  • Ability to work autonomously and collaboratively
  • Strong rapport-building skills with clients
  • Meticulous attention to detail and ability to meet deadlines

What We Offer:

  • Competitive hourly wage with performance-based incentives
  • Regular compensation through W-2
  • Comprehensive Health, Dental, Vision, and Life Insurance after a designated period
  • Paid holidays, vacation time, and personal time off
  • Retirement plan with company matching contributions