Appointment Scheduler (Work From Home)

In this role, you will communicate with current clients of financial advisers via phone and email, conducting scripted qualifying questions to assess client interest and needs. You will schedule, confirm, and manage adviser appointments, follow up with clients to maintain engagement, and keep adviser calendars organized and accurate. Ideal candidates possess a high school diploma or GED, strong customer service skills, and proficiency in Microsoft Word and Excel, while demonstrating excellent communication and organizational abilities.