Client Relationship Coordinator - Boston area

Client Relationship Coordinator - Boston area

Are you a go-getter who excels at persuasive communication, asking insightful questions, and engaging prospects? If you are eager to use these skills in a growth‑oriented financial organization, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut and Massachusetts. This position is based in our Needham, MA office.

We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

• High level of communication and follow‑through skills
• Strong persuasive phone skills to motivate prospects to set and keep appointments
• Previous experience in appointment scheduling or inside sales
• Strong organizational skills
• Ability to follow through the entire process of converting prospects to clients
• Financial industry knowledge/experience preferred
• Experience with MS Office and Salesforce preferred
• Telephone or inside sales experience is a plus
• Ability to work some evenings for events

• Fill financial advisors’ schedules with qualified appointments through marketing efforts
• Call, qualify, and schedule prospects
• Consistently follow up with prospects and clients
• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 1–2 per week)
• Accurately enter data into the CRM (Salesforce) system from prospecting and marketing efforts
• Work independently and proactively to meet business and department goals

Entry level

Full‑time

Administrative

Location:

Needham, MA
Salary: $40,000–$60,000