Scheduling Coordinator - Financial Services

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

Scheduling Coordinator - Financial Services

Location: Tampa, FL 33625

Pay: $40-60K annually, based on experience

Schedule: M-F 8:30am-4:30pm (in office)
Job Type: Full-Time, Direct Hire
Industry: Financial Services

A growing financial services firm is seeking a Scheduling Coordinator to manage lead qualification, appointment scheduling, client communications, calendar management, and CRM administration. This role is ideal for candidates with experience in scheduling, customer service, administrative support, appointment setting, client services, or financial services operations.

Key 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

Qualifications

• Previous experience in scheduling, appointment setting, customer service, administrative support, call center, client services, or financial services preferred
• Strong phone communication and relationship-building skills
• Experience with Microsoft Outlook, CRM systems, and Microsoft Office
• Excellent organizational, multitasking, and time-management abilities
• Strong attention to detail and data entry accuracy
• Ability to manage a high volume of calls, emails, and follow-up activities
• Professional verbal and written communication skills
• Ability to handle confidential client information

Relevant Experience

Scheduling Coordinator, Appointment Scheduler, Client Services Coordinator, Administrative Assistant, Intake Coordinator, Customer Service Representative, Office Coordinator, CRM Administrator, Call Center Representative, Financial Services Coordinator, or Appointment Setter.

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