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Advisor Talent Solutions · 2 hours ago

Client Relations Coordinator

United States

Full-time

Remote

Entry, Mid Level

$45K/yr - $45K/yr

2+ years exp

Advisor Talent Solutions is seeking a Client Relations Coordinator to join Russell Total Wealth and Wellness. The role involves engaging leads through various marketing channels, converting them into clients, and managing appointment scheduling while providing excellent customer service.

AdviceConsultingStaffing Agency

Responsibilities

Calling and scheduling with prospective clients

Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email

Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept

Consistent follow-up with prospective clients

Assist in the management of the Advisor’s calendar through setting first appointments

Follow all protocols for appointment setting, including naming conversation, color coding and tracking

Speak with confidence about the firm’s mission, core competencies, the services we provide and the content we produce

Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like

Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments

Attend seminars/workshops

Update CRM with details on all conversations and appointments

Represent the Client brand in all lead and client interactions, including by phone, in email, and in person

Perform other duties and projects as assigned

Qualification

Sales experienceCRM proficiencyMS Office SuiteCustomer serviceTime managementEntrepreneurial perspectiveCommunicationOrganizational skillsPositive attitudeGoal-driven

Required

Bachelor's degree preferred

2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company

Proven record of getting prospects/clients engaged

Proficient with MS Office Suite

Experience with a CRM

Exceptional time management skills

Highly personable with a positive attitude

Excellent communicator

Ability to work independently with little supervision

Remarkable organizational and prioritization skills, with meticulous attention to detail

Goal-driven team player with a results-driven approach

Strong work ethic

An entrepreneurial perspective to build client base

Great customer service skills

Present self with a professional and polite manner

Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology