The Client Relations Representative role combines client service administration, inside sales, and event coordination. As the first point of contact for clients and prospects, you will deliver a professional, high-touch experience while driving appointment generation through workshops, community events, and outbound relationship-building.

This role is ideal for someone who thrives in a fast-paced, goal-oriented environment and enjoys engaging with people both over the phone and in person.

Approximately 70% of the day is spent on the phone building relationships, confirming appointments, and following up with prospects.

Key Responsibilities

Client Service & Administrative Support

• Greet and engage clients and prospects professionally in person, on the phone, and via email
• Coordinate onboarding for new clients and prepare materials for advisor meetings
• Manage and optimize advisor calendars to maximize efficiency
• Respond to inquiries or route to appropriate team members
• Maintain a polished, welcoming reception and meeting space
• Ensure client and prospect information is handled confidentially and in compliance with company policies
• Log all activity and lead updates in CRM on the same day

Sales, Events & Appointment Setting

• Attend in-person workshops, seminars, and community events to engage attendees and generate new consultations
• Plan and execute event logistics, including:
• Securing venues
• Tracking RSVPs
• Managing check-ins
• Coordinating room setup and marketing materials
• Conduct same-day or next-day follow-up with attendees and no-shows
• Make consistent outbound calls to warm leads and prospects
• Reactivate dormant leads and re-engage past no-shows
• Maintain follow-up cadence until prospects are scheduled, declined, or disqualified
• Track and report weekly metrics:
• Outreach activity
• Appointments set
• Show rates
• Conversions

Client Service & Onboarding Support

• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New Business team (Westbrook office)
• Ensure compliance and accuracy in all paperwork (this role submits — does not manage follow-up processing)
• Coordinate Advisor calendars for efficiency
• Maintain professional office and reception presence

Required Qualifications: Experience & Skills

• 1–3 years of outbound sales or appointment-setting experience
• Proven success in meeting or exceeding sales or activity goals
• Strong phone presence and confidence speaking with prospects
• Ability to multitask and prioritize in a fast-paced, client-centric environment
• Exceptional attention to detail and organizational skills

Education

• Associate’s or Bachelor’s degree in Business, Finance, or related field preferred

Technology

• CRM experience required
• Proficiency in Microsoft Office Suite
• Strong calendar management skills

Work Environment & Requirements

• Office-based role with travel to workshops and seminars
• Ability to support occasional evening events
• Ability to sit at a desk for extended periods

Benefits

• Health insurance Plan
• Paid time off
• 401(k) with company match

Ideal Candidate Profile

You are:

• Competitive and goal-driven
• Comfortable spending significant time on the phone
• Highly organized and detail-oriented
• Professional in both client-facing and internal interactions
• Energized by events and in-person engagement
• Motivated by measurable results and performance metrics

Job Type: Full-time

Work Location: In person