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Focused Client Scheduler; Financial Services

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Johnson Brunetti
Full Time position
Listed on 2025-12-21
Job specializations:
  • Sales
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Growth-Focused Client Scheduler (Financial Services)
A financial organization located in Needham, MA is seeking a Client Relationship Coordinator. This entry-level role focuses on growing a sales pipeline by coordinating schedules for financial advisors. Candidates should possess high communication skills, persuasive phone techniques, and organizational capabilities. Ideal applicants have some experience in appointment scheduling or inside sales. The position offers a salary range of $40,000–$60,000 and requires working some evenings.
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