On-Site Client Relationship Coordinator | Appointment & CRM

An established broker firm located in Massachusetts is seeking a Client Relationship Coordinator. The ideal candidate will excel in generating appointments for Financial Advisors, supporting marketing initiatives, and maintaining CRM data. Strong communication and organizational skills are essential, along with a four-year degree and familiarity with Salesforce. This position is on-site in Needham and offers competitive benefits including medical and paid time off, with a salary range of $58K to $67K per year. #J-18808-Ljbffr