What are the responsibilities and job description for the Financial Services Appointment Coordinator position at Pinnacle Staffing Group - Phoenix?
Do you love building rapport, engaging in meaningful conversations, and helping people take the first step toward financial peace of mind? At our client's firm, the Financial Services Appointment Coordinator plays a pivotal role—acting as the first friendly, professional voice a prospective client hears. You'll set the stage for a long-term client-advisor relationship and help individuals take that first, often life-changing step toward financial clarity.
What You’ll Do
- Initiate contact with prospective clients via phone, email, and other outreach methods.
- Clearly communicate our firm’s values, investment philosophy, and service offerings in a way that feels personal and helpful.
- Qualify and gather initial client data such as goals, objectives, and risk tolerance to prepare for their first meeting.
- Schedule introductory meetings with the appropriate advisory team members, ensuring a smooth and warm handoff.
- Track communication and touchpoints in our CRM (Salesforce), maintaining clean and accurate records.
- Support the advisory team by preparing meeting notes, organizing follow-up tasks, and ensuring a professional onboarding experience.
What You Bring
- Bachelor’s degree in business, finance, marketing, or a related field.
- 2 years of experience in a client-facing, appointment-setting, or relationship-building role—ideally within financial services.
- Strong communication and interpersonal skills—you know how to build trust quickly.
- Experience with making high-volume outreach calls.
- Highly organized with solid time management and CRM proficiency.
Why Work With Us?
You’ll join a collaborative, mission-driven team that’s serious about improving people’s financial lives. We foster a supportive, fast-paced environment where your work directly impacts both clients and the business.
Compensation & Benefits
- $55,000–$60,000 annual salary
- Monday–Friday, 8:00 AM–5:00 PM (occasional weekend flexibility)
- 401(k) Retirement Plan
- Medical, Dental & Vision Insurance
- Paid Time Off
- HSA options
Salary : $55,000 - $60,000