Client Scheduling & Follow-Up Coordinator
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Key details
- Salary
- $33K/yr
- Location
- Bradenton, FL, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Experience
- 1–4 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2d ago
Skills
cold callingcustomer service
About the role
UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review
Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.
What you'll do
- Schedule, confirm, and reschedule delivery appointments and follow-up calls
- Follow up with clients who haven't responded
- Invite clients to share honest feedback through Google reviews
- Keep appointment records and call notes accurate
What you get
- $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
- Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
- Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
- Training and a path to work directly with financial advisors
What you need
- 1+ year of appointment-setting, call-center, or phone-based customer service experience
- A clear, friendly phone manner and strong organization
Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.