Financial Services Scheduling Coordinator – In-Office Tampa

Express Employment Professionals - Cincinnati East; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Express Employment Professionals - Cincinnati East in Tampa, FL is seeking a Scheduling Coordinator to manage lead qualification, appointment scheduling, client communications, calendar management, and CRM administration. The role emphasizes scheduling, customer service, administrative support, and strong phone skills with a standard M-F 8:30am-4:30pm in-office schedule.

Outlook, CRM, and MS Office experience are preferred to ensure accurate scheduling and client interactions.

Qualifications

• Scheduling, appointment setting, customer service, administrative support, or financial services operations experience preferred.
• Strong phone communication and relationship-building skills.
• Experience with Microsoft Outlook, CRM systems, and Microsoft Office.
• Excellent organizational, multitasking, and time-management abilities.

Responsibilities

• Contact and qualify prospective clients from referrals, seminars, marketing campaigns, and other lead sources
• Schedule, reschedule, confirm, and cancel appointments using Outlook and CRM systems
• Manage advisor calendars and maintain accurate scheduling records
• Document client interactions, appointment details, and qualification notes in the CRM
• Send appointment confirmations, reminders, emails, and text communications
• Follow up with clients regarding appointments, cancellations, and reschedules
• Maintain scheduling reports, lead tracking, and attendance records
• Coordinate with advisors and internal teams to ensure a seamless client experience

Skills

Scheduling

Appointment setting

Customer service

Administrative support

Financial services operations

Call center

Client services

Time management

Tools

Microsoft Outlook

CRM systems

Microsoft Office

Job description

Express Employment Professionals - Cincinnati East in Tampa, FL is seeking a Scheduling Coordinator to manage lead qualification, appointment scheduling, client communications, calendar management, and CRM administration. The role emphasizes scheduling, customer service, administrative support, and strong phone skills with a standard M-F 8:30am-4:30pm in-office schedule.

Outlook, CRM, and MS Office experience are preferred to ensure accurate scheduling and client interactions.