Position Summary

The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the St. Louis metro area.

Key Responsibilities

• 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 ensure efficiency.
• Respond to inquiries or route to the appropriate team member.
• Maintain a professional and welcoming reception and meeting space.
• Ensure all client and prospect information is handled confidentially and in compliance with policies.
• Spend approximately 70% of the day on the phone building relationships with new and existing clients. Sales, Events & Appointment Setting:
• Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
• Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.
• Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
• Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.
• Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
• Reactivate dormant leads and no-shows with targeted outreach.
• Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
• Log all activity and lead status updates in CRM on the same day.

Must-Have Qualifications

Industry Experience & Skills:

• 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred
• Proven sales experience with a consistent track record of meeting or exceeding goals
• Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

• CRM experience and proficiency in Microsoft Office Suite.

Physical & Work Environment Requirements:

• Office-based role with travel to events as needed, occasional evening or Saturday coverage.
• Ability to work at a desk for extended periods and lift up to 10 pounds.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards

A successful financial services firm is seeking an Appointment Setter

This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties.

Are you an energetic, detail-oriented professional who thrives on connecting with people and coordinating dynamic events? Do you love keeping things organized and making a measurable impact on a growing business? A top-performing financial services firm is looking for an Appointment Setter & Marketing Coordinator to become a key player in our client engagement and business growth.

What You’ll Be Doing

As our go-to marketing and events expert, you'll help us reach new clients, support our advisors, and bring our brand to life through seamless event planning and strategic outreach.

Responsibilities include:

• Event Management: Coordinate and manage logistics for off-site client workshops (2 per month), including seating, dining, guest experience, and vendor relationships.
• Marketing Campaigns: Drive brand visibility through email campaigns, newsletters, social media, press releases, direct mail, and online content.
• Lead Engagement: Handle high-volume inbound and outbound calls from workshop attendees and prospective clients. Your goal: set appointments for our advisory team.
• CRM + Admin Support: Maintain accurate client data in our CRM system and ensure smooth follow-up after every event.
• Calendar Coordination: Manage busy advisor schedules with precision and professionalism.
• Analytics & Reporting: Track key event and marketing metrics to improve future performance.

What We're Looking For

We’re looking for someone who’s not just organized—but proactive. Someone who knows how to connect with others, juggle multiple tasks, and follow through like a pro.

You should have:

• Strong communication skills (verbal + written)
• High attention to detail and strong organizational skills
• A knack for building rapport with clients and event attendees
• A natural follow-through mindset—you don’t drop the ball
• Experience with MS Office, PDFs, WordPress, and online tools
• An entrepreneurial spirit and growth-focused mindset
• College degree or some college coursework preferred

Why You’ll Love It Here

• Be part of a mission-driven firm making a difference in people’s financial futures
• Work in a supportive, fast-paced environment where your ideas and results matter
• Opportunities for professional growth and development

Job Type: Full-time, In-Office

A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Woodland Hills, CA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements

• Access to an existing marketing system
• New client appointments scheduled for you
• Little to no prospecting
• Meet with clients and close business!
• Series 65 required
• CFP a plus

Local Financial Planning office and National Registered Investment Advisory is seeking a candidate with at least 3-5 years of experience working in one or both of these organizations.  This position currently encompasses some aspects of each of the following areas:

• Client services
• Submitting & Tracking Applications & Paperwork
• Maintaining Client Accounts

The Financial Administrator is responsible for processing and tracking all business accurately and efficiently to achieve client satisfaction and ensure timely receipt of revenue for company.

Day-to-day responsibilities include client service communications, verifying financial and ACH transactions, managing fund transfers, serving as liaison between company and its clearing house, and providing overall customer support services