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Client Relations & Appointment Growth Specialist

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Sound Income Group
Full Time position
Listed on 2026-02-07
Job specializations:
  • Sales
Job Description & How to Apply Below
A financial planning firm in San Antonio seeks a Client Relations Representative to blend client service, inside sales, and event coordination. The role involves engaging with clients, facilitating onboarding, and managing advisors' calendars for maximum efficiency. Candidates should possess 1–3 years of outbound sales experience, strong organizational skills, and a high school diploma. This position offers comprehensive benefits, including medical coverage and a 401K match program.
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