Client Scheduler & Advisor Support

Retirement Education Partner’s, Inc.; Jasper (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Collaborative team environment

Focus on integrity and professionalism

Key role in operational excellence

Job summary

A financial services organization located in Texas is looking for a Scheduling Coordinator to enhance client engagement and support an advisory team. The role requires managing appointments, conducting effective communication, and performing administrative tasks with a keen attention to detail. Candidates should possess a high school diploma, strong organizational skills, and proficiency in technology. You'll contribute significantly to the efficiency and success of the firm's operations.

Qualifications

• High school diploma required; Bachelor's degree or equivalent experience preferred.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Clear and professional verbal and written communication.
• Proficiency with technology and willingness to learn new systems.
• Ability to multitask effectively in a fast-paced environment.
• Professional attitude and commitment to teamwork and service excellence.

Responsibilities

• Arrange, confirm, and manage appointments and meetings.
• Serve as a liaison between clients, prospects, and internal teams.
• Respond promptly to scheduling requests via email, SMS, and phone.
• Work with marketing and advisory teams to convert inquiries into appointments.
• Maintain accurate calendars and update CRM records.
• Identify and resolve scheduling conflicts quickly.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Multitasking

Technical proficiency

Teamwork

Education

High school diploma

Bachelor's degree or equivalent experience

Job description

A financial services organization located in Texas is looking for a Scheduling Coordinator to enhance client engagement and support an advisory team. The role requires managing appointments, conducting effective communication, and performing administrative tasks with a keen attention to detail. Candidates should possess a high school diploma, strong organizational skills, and proficiency in technology. You'll contribute significantly to the efficiency and success of the firm's operations.