Administrative Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Financial Planning, Financial Services, Insurance, Life Insurance, Microsoft Windows Operating System, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Record Keeping, Resolve Customer Issues, Sales Support, Scripting (Scripting Languages), Service Delivery, Team Player, Vision Plan
Client Services Coordinator – Appointment Setter
On-Site | Bradenton, FL | Full-Time
Job Summary
We are seeking a professional, dependable Client Services Coordinator / Appointment Setter to support our financial advisors from our Bradenton office. This role focuses on scheduling appointments, supporting advisors with client communications, and providing administrative assistance in a fast-paced financial services environment.
This is a non-remote position and requires working on-site in Bradenton, FL.
Key Responsibilities
- Schedule and confirm appointments for financial advisors.
- Make outbound calls to coordinate client meetings.
- Provide administrative support to assist with daily office operations.
- Support advisors during field visits and client follow-up.
- Maintain accurate client records and documentation.
- Handle client inquiries with professionalism and care.
- Help ensure smooth communication and excellent service delivery.
Qualifications
- Previous experience in appointment setting, sales support, customer service, or client relations.
- Strong telephone etiquette and excellent verbal communication skills.
- Ability to handle objections and follow proven scripts and training.
- Organized, reliable, and detail-oriented.
- Strong work ethic and dependable attendance.
- Ability to work independently and as part of a team.
- Comfortable using Windows-based programs.
- Ability to build rapport quickly with clients.
- Insurance or financial services experience is a plus, but not required.
Compensation and Benefits
- Hourly pay plus commission.
- W-2 employment with weekly pay.
- Health, dental, vision, and life insurance after 90 days.
- Holiday pay, PTO, and vacation.
- 401(k) with company match.
Why Join Us
Join a well-established financial planning firm with more than 40 years of experience. If you are an organized, personable professional who enjoys helping clients and supporting advisors, this is an excellent opportunity to grow with a respected team.