Client Booking Coordinator
Be the operational heartbeat of client scheduling – coordinating bookings between clients, advisors and our Expert Network.
What you'll do
- Manage the end-to-end booking and scheduling workflow for client engagements and expert sessions
- Act as the first point of contact for scheduling, rescheduling and confirmations
- Keep calendars, records and CRM data accurate and up to date
- Anticipate and smooth bottlenecks so clients and advisors get a seamless experience
What you'll bring
- Exceptional organization and attention to detail with many moving parts
- Strong written and verbal communication and a client-first manner
- Confidence with scheduling tools, CRMs and collaboration software
- Discretion in handling confidential client information