Careers at B.O.S.S Retirement
Solutions & Advisors

Position Overview

The Client Review Coordinator is responsible for proactively contacting existing clients to schedule annual and semi-annual review appointments with our advisory team. This role plays a critical part in client retention, relationship deepening, and overall firm growth.

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Key Responsibilities

• Conduct outbound calls to existing clients to schedule review meetings

• Maintain and manage advisor review calendars

• Execute confirmation process to maximize show rates

• Track outreach efforts and maintain CRM accuracy

• Support client engagement campaigns and retention initiatives

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Success Metrics

• Daily outbound call minimum

• Weekly client reviews scheduled target

• Minimum client show ratio target

• CRM accuracy and follow-up compliance

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Qualifications

• Bachelor’s degree preferred (or 3+ years related experience)

• 1+ year experience in customer service, scheduling, or inside sales

• Strong phone communication skills

• Proficiency in Microsoft Office and CRM systems

• High attention to detail and organizational skills

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