Focus Financial Solutions
Suite 350 1305 Riverbend Rd, London, ON, Canada
What Will You be Doing? This role will be based out of our London office in West 5 and will attract customer service oriented individuals whose warmth and welcoming nature shine through even in email and phone correspondence.
As one of two Appointment Coordinators at Focus Financial, you will in most cases be the first point of contact for clients in the appointment booking process. You will implement our client outreach initiatives and be directly responsible for the number of appointments our advisors hold each week. Using our database to determine daily and weekly contacts needing to be made, you will call or email clients to coordinate the best time for them to meet with their advisor. While most contacts will be for existing clients, there will be times you are contacting a lead assigned to us by Sun Life. We do not cold call.
Your responsibilities, for which you will receive training, will include but are not limited to the following:...