Financial Planning Client Services Coordinator
United Placement Group
Bradenton, florida
About Us:
We are a well-established financial planning services company with four decades of experience. Our mission is to enable our financial planners to focus on their core expertise—guiding customers to secure their financial future—by alleviating them from administrative burdens. We operate in a fast-paced and professional environment and are dedicated to the development and success of our employees.
Job Description:
As a Client Services Coordinator, you will play a crucial role in supporting our financial advisors by coordinating a wide range of appointments and providing various administrative support. You will work closely with our advisors to ensure smooth operations and excellent service delivery to our expanding customer base. This role involves making outgoing calls to schedule appointments—no cold calling required.
Key Responsibilities:
- Coordinate and schedule appointments for financial advisors.
- Provide administrative...
