Client Services Coordinator - Appointment Setter
Posted 1 day ago
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.
Other open roles at United Placement Group(6)
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates. Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work. We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include: Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture. Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships. Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support. At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions. Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.
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