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