Marketing and Client Services Coordinator

Curran Financial Partners

Client Services Coordinator

Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.

Please note that this position does require at least 2+ years of experience in a Telemarketing role, the hospitality industry, or retail sales.


Position Summary: Retirement Planning firm in Charleston, SC is seeking a full-time, Client Services Coordinator located in our Myrtle Beach office. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:

The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time.

A brief summary of the tasks is below:

– Calling and scheduling with prospects

– Consistent follow-up with prospects

– Attend seminars/workshops in the Charleston area and Myrtle Beach

– Keep CRM updated with prospect/client interaction

– Work independently and proactively to meet personal business goals

– Assist team with administrative tasks, as needed

– Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor

– Perform other duties and projects as assigned

Prior to applying for this position, please visit and review it thoroughly.

Job Type: Full-time

Pay: $35,000.00 – $45,000.00 per year

COVID-19 Precaution(s):

  • Remote interview process
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

Typical end time:

  • 5PM

Typical start time:

  • 8AM

Work Remotely

  • No

This Job Is Ideal for Someone Who Is:

  • Dependable — more reliable than spontaneous
  • People-oriented — enjoys interacting with people and working on group projects
  • Detail-oriented — would rather focus on the details of work than the bigger picture
  • Innovative — prefers working in unconventional ways or on tasks that require creativity

Job Type: Full-time

Pay: $35,000.00 – $45,000.00 per year


  • Paid time off
  • Parental leave
  • Retirement plan


  • Monday to Friday

Supplemental pay types:

  • Bonus pay


  • Bachelor’s (Preferred)


  • Business development: 1 year (Preferred)
  • Marketing: 1 year (Preferred)

Work Location: One location

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