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Client Relationship Coordinator

Client Relationship Coordinator

Sound Income GroupFort Lauderdale, FL, US
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Job Description

Job Description

Description :

POSITION : Client Relations Coordinator

Location : Fort Lauderdale – HQ

Reports To : Director of Marketing Operations

Department : Marketing

Job Type : Full-time

FLSA Classification : Exempt

Who We Are

At Sound Income Group , our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We are seeking a dedicated and proactive Client Relations Coordinator to join our team. In this dynamic role, you'll support event coordination, digital and social media marketing, and day-to-day administrative tasks. You'll also play a key role in scheduling appointments with prospective clients and ensuring they receive exceptional care throughout the process. Travel is required.

Key Responsibilities

  • Promote and encourage referrals during client interactions to support business development opportunities.
  • Sponsor and attend client-focused and “bring-a-friend” events to build relationships and drive development.
  • Manage all inbound and outbound calls with a focus on scheduling appointments for advisors.
  • Follow up with event attendees and book post-event appointments.
  • Confirm daily appointments to ensure meeting attendance.
  • Enter and update prospective client data in the CRM for tracking and follow-up.
  • Coordinate advisor calendars with clients and prospects for efficient scheduling.
  • Dedicate 60–70% of your day to prospecting calls and setting appointments.
  • Support technology-driven initiatives to increase client engagement and appointment volume.
  • Prioritize appointments based on revenue potential and advisor availability.
  • Track and report event outcomes and call metrics daily.
  • Use Microsoft Office Suite to manage scheduling, documentation, and communication tasks.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and / or industry standards.

Requirements :

Must-Have Qualifications

  • Willing to travel up to 50%, including overnight trips for seminars and events.
  • Must be authorized to work in the U.S. without sponsorship.
  • Strong organizational and time management skills, with the ability to multitask and work independently with minimal supervision.
  • Excellent communication and interpersonal skills; comfortable networking with clients both in person and over the phone.
  • Professional demeanor with a client-focused attitude and strong phone etiquette.
  • Proven experience in event and travel coordination, including managing supplies and equipment.

    • Requirements

    Background and Education :

  • High school diploma required; some college, degree, or equivalent work experience preferred.

    • Technology Expertise :

  • Advanced knowledge of Microsoft Office Suite is necessary.
  • CRM database experience is preferred but not required.
  • Proficiency in calendar management, ensuring advisor schedules are well-organized.

    • Physical & Work Environment Requirements

  • Ability to work for extended periods at a desk using a computer.
  • Ability to lift up to 10 pounds if / when necessary.
  • Routine use of telephone and email.
  • Office-based role with potential travel to conferences, events, and satellite offices as needed.

    • Benefits

    We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology
  • Access to an on-site gym (free of charge)

    • Sound Income Group is an E-Verify employer.

    Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.

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    Client Relationship Coordinator • Fort Lauderdale, FL, US