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Client Services Coordinator - Appointment Setter at United Placement Group - ApplyBlast

Client Services Coordinator - Appointment Setter

United Placement Group

4 months ago

Bradenton, United States

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Services Coordinator in the Financial Planning department serves as an appointment setter to connect potential clients with financial advisors. This entry-level administrative role focuses on scheduling meetings, managing client communications, and supporting the sales team to drive business growth.

Responsibilities

Schedule and confirm appointments between clients and financial advisors
Manage incoming calls and respond to client inquiries promptly
Maintain accurate records of client interactions and meeting details
Support the sales team by generating and qualifying leads
Coordinate logistics for client meetings and events

Skills

Qualifications

High School Diploma or equivalent

About United Placement Group

unitedplacementgroup.com

Headquarters

University Park, Florida, United States

Company Size

1-10 employees

Founded

2022

View Profile

United Placement Group is a recruiting partner that connects employers with exceptional talent, helping to streamline the hiring process and build winning teams. They offer expert staffing solutions designed to support growth at every stage of a company’s development. By aligning candidate fit with business needs, they bridge the gap between employees and employers and accelerate time-to-hire. Their approach emphasizes efficiency, quality, and scalability in talent acquisition.