Client Relations Coordinator

Apply for this Position

Application Form     (* indicates required field)

Please attach the following files

Please upload either a word or PDF version of your cover letter for this position.
Please upload either a word or PDF version of your current resume.
Such as letters of recommendation, work examples, etc.

To finalize your application, please confirm you are not a bot

You will receive confirmation after we have received your application.

The Client Relations Coordinator is a full-time position that allows individuals an opportunity to gain insight in the client relations and sales process.   The position is responsible for building connections and trust with potential clients who have expressed interest in the retirement services B.O.S.S. Retirement Solutions provides.   The Client Relations Coordinator will be making connections with prospects through outbound calls and email correspondences to keep Retirement Advisors calendars filled with qualified appointments utilizing a combination of marketing strategies and systems:

- Outbound calls

- Seminar Management

- Administration of client concierge program

- Consistent prospect/client mailings, such as newsletters and emails

- Calendar Management

- Appointment Confirmation Calls

- Prospect follow-up

- Tracking marketing strategies

- Attending weekly dinner seminars and all company events


Minimum Qualifications:

  •       Bachelor’s degree preferred (in lieu of Bachelor’s degree, must have 4 years of experience in related industry)
  •       Minimum of 6 months of experience is sales and 6 months of experience in customer service
  •       Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm


Please apply online at contact Melissa Ceballos at 801-990-5055


Location: Lehi, UT
Apply for this Position
Apply at: