Client Services Coordinator - Appointment Setter

Client Services Coordinator – Appointment Setter

On-Site | Bradenton, FL | Full-Time

Job Summary

We are seeking a professional, dependable Client Services Coordinator / Appointment Setter to support our financial advisors from our Bradenton office. This role focuses on scheduling appointments, supporting advisors with client communications, and providing administrative assistance in a fast-paced financial services environment.

This is a non-remote position and requires working on-site in Bradenton, FL.

Key Responsibilities

• Schedule and confirm appointments for financial advisors.
• Make outbound calls to coordinate client meetings.
• Provide administrative support to assist with daily office operations.
• Support advisors during field visits and client follow-up.
• Maintain accurate client records and documentation.
• Handle client inqui...