Client Relations Representative - Salt Lake City

Sound Income Group LLC•Salt Lake City, UT

6d•Onsite

About The Position

The Client Relations Representative (CRR) is a sales-focused client relationship and business development role, rather than a traditional administrative support position. Based on-site in Salt Lake City, Utah, with local travel, the CRR is the first point of contact for prospective and existing clients and helps drive appointment generation, advisor growth initiatives, and a strong client experience. Approximately 70% of the role involves phone-based outreach and relationship-building. The role converts warm leads into qualified appointments, supports marketing events and new-client onboarding, and maintains consistent outreach that contributes to advisor production and firm growth. Performance is measured through appointment generation, client engagement, event execution, outreach activity, and contribution to advisor and business growth. The CRR conducts follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients; schedules appointments for Advisors; re-engages inactive prospects and no-shows; and records client interactions and performance activity in CRM systems. In partnership with Advisors and the Marketing team, the CRR helps plan and execute workshops, seminars, client appreciation events, and community outreach, including event logistics and attendee follow-up. The role also maintains accurate client records, monitors metrics, and collaborates with Advisors and internal teams to support seamless client experiences. This is an on-site, full-time, non-exempt position. Local travel is required for events and advisor support, and occasional evening work may be needed. Reliable transportation is required; mileage is reimbursed. The role is office-based, involves routine telephone and email use, requires working at a desk for extended periods, and may require lifting up to 10 pounds. Candidates must be authorized to work in the U.S. without sponsorship.

Requirements

At least 2 years of experience in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client-facing relationship management role.
Strong organizational and time-management skills, including the ability to manage multiple priorities in a fast-paced environment.
Exceptional attention to detail.
Ability to work independently, maintain accountability for performance goals, and consistently follow through on commitments.
Excellent verbal and written communication skills and a professional, confident presence.
Ability to travel locally as needed for events, workshops, and advisor support activities.
CRM experience and proficiency in Microsoft Office Suite.
Proficiency in calendar management to keep advisor schedules well-organized.
Reliable transportation for local travel to dinner seminars and events.
Must be authorized to work in the U.S. without sponsorship.
Ability to work at a desk for extended periods and lift up to 10 pounds.

Nice To Haves

Experience coordinating events, meetings, seminars, workshops, or client-facing programs.

Responsibilities

Conduct outbound follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients.
Generate and schedule qualified appointments for Advisors.
Re-engage inactive prospects, dormant leads, and appointment no-shows.
Maintain consistent follow-up cadences until prospects are booked, decline, or are disqualified.
Build rapport and trust through professional, consultative conversations.
Accurately document client interactions and activity in CRM systems.
Track and report outreach volume, appointments scheduled, kept appointments, and conversion outcomes.
Collaborate with Advisors to identify opportunities for increased client engagement and business development.
Support planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives with Advisors and the Marketing team.
Coordinate event logistics, including venue communication, RSVPs, attendee tracking, room setup, and marketing collateral.
Assist with attendee registration, check-in, and event-day support.
Follow up with attendees and no-shows on the same or following day to maximize appointment conversion opportunities.
Represent the firm professionally at public-facing events and engage with prospective clients.
Provide event feedback, attendance reporting, and recommendations for improving event effectiveness and return on investment.
Maintain accurate client records and CRM data integrity.
Monitor and report outreach activity and performance metrics to support business objectives.
Partner with Advisors and internal teams to ensure seamless client experiences.
Demonstrate accountability for individual performance goals and team success.
Travel locally as needed for events, workshops, and advisor support activities.
Work occasional evenings in support of workshops, seminars, and client events.