Client Engagement & Appointment Strategist (Melbourne)

01 Oct

Finnia

Melbourne

01 Oct

Finnia

Melbourne

Canopy Financial Group in Abbotsford, VIC seeks an experienced Client Engagement & Appointment Coordinator on a contract basis.
The role centers on outbound calling, booking appointments for the financial planner and educator, and maintaining detailed records in our CRM.
The successful candidate will contact prospective and existing clients to arrange meetings and reviews, ensuring timely follow-ups and accurate data.
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📌 Client Engagement & Appointment Strategist (Melbourne)
🏢 Finnia
📍 Melbourne

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