Client Scheduling Specialist Financial Advisors
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator, Appointment Setter/ Scheduler
Express Employment Professionals
- Cincinnati East is seeking a highly organized Client Scheduling Coordinator to support multiple financial advisors. Based in Exeter, CA, the role requires managing scheduling, maintaining CRM data, and coordinating across time zones to ensure timely client contact.
The ideal candidate is a personable communicator who excels at follow-up, uses Outlook and scheduling platforms, and provides exceptional service to clients and prospects.
Our team is growing, and we are hiring a Client Scheduling Specialist for Financial Advisors in Exeter, CA, United States.
This is an excellent opening to take on the Client Scheduling Specialist for Financial Advisors role at Express Employment Professionals
- Cincinnati East.
As a Client Scheduling Specialist for Financial Advisors, you will play an important part at Express Employment Professionals
- Cincinnati East in Exeter, CA, United States.
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