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Remote Client Relations & Appointment Specialist
Remote / Online - Candidates ideally in
Oakwood, Paulding County, Ohio, 45873, USA
Listed on 2026-01-12
Oakwood, Paulding County, Ohio, 45873, USA
Listing for:
Advisor Talent Solutions
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Sales
Client Relationship Manager -
Business
Client Relationship Manager
Job Description & How to Apply Below
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.
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