Remote Client Relations & Appointment Specialist

A financial services firm is seeking a Client Relations Coordinator in Oakwood, OH to engage potential clients via phone and email. This role involves scheduling appointments, tracking leads in a CRM, and utilizing various contact strategies to enhance the client experience. The ideal candidate should have a Bachelor's degree and at least 2 years of relevant experience in sales or working with a Financial Advisor. Competitive salary plus bonuses and benefits are included. #J-18808-Ljbffr