Client Scheduling Specialist for Financial Advisors

Express Employment Professionals - Cincinnati East; Exeter (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Express Employment Professionals - Cincinnati East is seeking a highly organized Client Scheduling Coordinator to support multiple financial advisors. Based in Exeter, CA, the role requires managing scheduling, maintaining CRM data, and coordinating across time zones to ensure timely client contact.

The ideal candidate is a personable communicator who excels at follow-up, uses Outlook and scheduling platforms, and provides exceptional service to clients and prospects.

Qualifications

• Excellent verbal and written communication skills.
• Highly personable and comfortable speaking with people.
• Strong organizational and time-management abilities.
• Detail-oriented with proactive follow-through.
• Experience with Outlook, CRM systems, and scheduling tech.

Responsibilities

• Manage scheduling needs for multiple advisors across locations.
• Schedule appointments with existing clients and new clients transitioning to new advisors.
• Coordinate with prospects and team members using scheduling links and CRM.
• Utilize Outlook and scheduling platforms to maximize efficiency.
• Maintain accurate CRM records and scheduling information.
• Follow up with clients to confirm appointments and reschedule as needed.
• Track outreach activity and scheduling metrics.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Time management

Attention to detail

Multitasking

Relationship building

Outbound outreach

Customer service

Tools

CRM systems

Outlook

Scheduling platforms

Scheduling links

Job description

Express Employment Professionals - Cincinnati East is seeking a highly organized Client Scheduling Coordinator to support multiple financial advisors. Based in Exeter, CA, the role requires managing scheduling, maintaining CRM data, and coordinating across time zones to ensure timely client contact.

The ideal candidate is a personable communicator who excels at follow-up, uses Outlook and scheduling platforms, and provides exceptional service to clients and prospects.