Client Relations Representative - Fort Lauderdale

Sound Income Group LLC•Fort Lauderdale, FL

3d•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 at the Fort Lauderdale headquarters, this full-time, onsite role serves as the first point of contact for prospective and existing clients while generating appointments, supporting advisor growth initiatives, and creating an exceptional client experience. Approximately 70% of the role involves phone-based outreach and relationship building. Success is measured by appointment generation, client engagement, event execution, outreach activity, and contribution to advisor and business growth. The CRR follows up with leads and clients, converts warm leads into qualified appointments, supports new client onboarding, and maintains consistent outreach. In partnership with Advisors and the Marketing team, the representative helps plan and execute workshops, seminars, client appreciation events, and community outreach initiatives. The role also maintains accurate CRM records, tracks performance metrics, and collaborates with internal teams to support seamless client experiences. The position requires local and other travel for events and advisor support, with travel up to 50%, including overnight trips. Occasional evening work is required to support 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, maintain accountability for performance goals, and follow through consistently 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; the role requires travel up to 50%, including overnight trips.
CRM experience and proficiency in Microsoft Office Suite.
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 follow-up cadences until prospects are booked, decline, or are disqualified.
Build rapport and 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 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 event attendees and no-shows 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.
Manage advisor calendars to ensure schedules are well organized.