Client Scheduling Specialist – Financial Services Operations

rep403b; Jasper (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Growth opportunities

Collaborative team culture

Client-focused work environment

Job summary

REP / Bickerstaff Investment Group in the United States is seeking a Scheduling Coordinator to keep client appointments and advisor calendars running smoothly. You will coordinate between clients, prospects, and advisors, manage calendars, and support multiple teams with professional communication and attention to detail.

The role requires strong organizational skills, reliability, and a proactive approach in a fast-paced financial services environment, with emphasis on accuracy and service

Qualifications

• High school diploma required; Bachelor's or equivalent preferred.
• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Clear, professional verbal and written communication.
• Proficiency with technology; quick to learn new systems.
• Able to multitask in a fast-paced environment.
• Professional attitude and teamwork focus.

Responsibilities

• Schedule and manage appointments to support advisor productivity.
• Coordinate between clients, prospects, and advisors.
• Respond to scheduling requests via email, SMS, and phone.
• Collaborate with marketing and advisory teams to convert inquiries.
• Maintain calendars, update CRM, set up virtual meetings, handle admin tasks.
• Identify and resolve scheduling conflicts quickly.

Skills

High-level coordination

Organizational skills

Time management

Attention to detail

Verbal and written communication

Technology proficiency

Multitasking

Teamwork

Education

High school diploma

Bachelor's degree or equivalent experience

Job description

REP / Bickerstaff Investment Group in the United States is seeking a Scheduling Coordinator to keep client appointments and advisor calendars running smoothly. You will coordinate between clients, prospects, and advisors, manage calendars, and support multiple teams with professional communication and attention to detail.

The role requires strong organizational skills, reliability, and a proactive approach in a fast-paced financial services environment, with emphasis on accuracy and service