Client Relations Representative - Salt Lake City

Soundome Group•Salt Lake City, UT

5d•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. As the first point of contact for prospective and existing clients, the CRR drives appointment generation, supports advisor growth initiatives, and helps deliver an exceptional client experience. The role converts warm leads into qualified appointments, executes marketing events, supports new-client onboarding, and maintains consistent outreach that contributes to advisor production and firm growth. Success is measured by appointment generation, client engagement, event execution, outreach activity, and contribution to advisor and business growth. Approximately 70% of the role involves phone-based client outreach and relationship building. The position is on-site in Salt Lake City and includes local travel for events, workshops, and advisor support. Occasional evening work is required to support workshops, seminars, and client events.

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, remain accountable for performance goals, and consistently follow through on commitments.
Excellent verbal and written communication skills and a professional, confident presence.
Willingness to work occasional evenings in support of workshops, seminars, and client events.
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 establish trust through professional, consultative conversations.
Document client interactions and activity accurately 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 the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives in partnership 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 day or next 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 to improve 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.