Job Description
Job DescriptionDescription:
POSITION: Client Relations Coordinator
Location: Londonderry, NH
Job Type: Full-time
FLSA Classification: Exempt
Who We Are
At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls—like poor asset allocation and tax inefficiencies—while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
The Client Relations Coordinator supports business development and client service through calendar management, appointment setting, event coordination, and administrative tasks. The position involves engaging with prospective clients from seminars and marketing events, maintaining detailed records, assisting with client onboarding, and ensuring a smooth, professional client experience from initial contact through follow-up.
Key Responsibilities
• Call, schedule, and follow up with prospective clients from seminars and marketing events
• Record detailed notes from all prospect interactions in the CRM for tracking and reference
• Accurately input and maintain client data to ensure organized communication
• Assist in preparing and facilitating a positive client experience for meetings and visits
• Greet and direct clients in a professional and welcoming manner
• Process applications, rollover paperwork, transfer forms, and related administrative tasks
• Track and manage applications throughout the underwriting process
• Organize, attend, and support prospective client events and seminars
• Conduct post-event follow-up with attendees and schedule advisor appointments
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Requirements:Must-Have Qualifications
Industry Experience & Skills
• 1–3 years of sales and administrative experience
• Ability to motivate prospects to schedule and attend appointments
• Strong prioritization and time management skills
• Results-driven mindset with consistent follow-through
Education:
• High school diploma or GED required, higher education a plus
Technology Expertise:
• CRM knowledge is a plus
• Microsoft Office Suite (Word, Excel, Outlook) with high attention to detail and accuracy
• Excellent verbal and written communication skills across email and phone
Physical & Work Environment Requirements
• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
Office-based role with potential travel to conferences, events, and satellite offices as needed
Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
Income Source SFG is an E-Verify employer.
Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs