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On-Site Client Services & Appointment Coordinator

Job in Bradenton, Manatee County, Florida, 34205, USA
Listing for: United Placement Group
Full Time position
Listed on 2026-06-20
Job specializations:
  • Sales
    Appointment Setter/ Scheduler
Salary/Wage Range or Industry Benchmark: 20000 USD Yearly USD 20000.00 YEAR
Job Description & How to Apply Below

United Placement Group is seeking a dependable Client Services Coordinator / Appointment Setter in Bradenton, FL. This full-time, on-site role focuses on scheduling appointments and supporting our financial advisors.

The ideal candidate has experience in appointment setting or customer service, strong communication skills, and a reliable work ethic.

Join a respected financial planning firm offering health benefits, paid time off, and a 401(k) plan.

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