Client Engagement & Appointment Strategist (Melbourne)

Client Engagement & Appointment Strategist (Melbourne)

02 Oct
|
Finnia
|
Melbourne

02 Oct

Finnia

Melbourne

Job Description
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.
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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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