3,958 Relations jobs in the United States

Job Type Full-timeDescriptionOverviewWe are seeking a dedicated and proactive Client Relations Coordinator (Appointment Setter) to join our team. This position plays a key role in connecting with clients and prospective clients, ensuring they have a positive experience while scheduling appointments for our sales representatives. These appointments can be in-person or over the phone. The Appointment Setter will engage with clients, help coordinate calendars, and manage inbound and outbound calls, with the goal of increasing sales opportunities and ensuring that the sales team operates at maximum efficiency.Responsibilities:Provide excellent client service, ensuring every client and prospective client has a positive experience.Encourage referrals during client interactions to help grow the client base.Sponsor and attend "client" and "bring-a-friend" events to foster relationships and business development.Manage all inbound and outbound calls, focusing on scheduling appointments for advisors.Perform post-event follow-up with attendees and schedule subsequent appointments.Conduct daily appointment confirmation calls to ensure client meetings are secured.Input prospective client information into the CRM system for tracking and follow-up.Coordinate the internal calendars of advisors with clients and prospective clients to ensure efficient scheduling.Devote 60-70% of your day to prospecting phone calls and appointment-setting activities.Contribute to technology-driven programs aimed at growing client appointments and engagement.Prioritize appointments based on potential revenue and advisor schedules.Convert at least 50% or more of inbound phone calls into scheduled appointments.Track, assess, and report the status of events and call metrics on a daily basis.Use Microsoft Office Suite to manage and organize various aspects of the role effectively.Maintain a pleasant disposition while engaging clients and prospective clients.Provide clear explanations of services to potential clients during appointment-setting calls. Requirements Willing to travel overnight several times per month for seminars and events and up to 50% of the time.High school diploma required; some college, degree, or equivalent work experience preferred.Exceptional time management and organizational skills are essential.Ability to work independently with minimal supervision.Advanced knowledge of Microsoft Office Suite.Proficiency in calendar management, ensuring advisor schedules are well-organized.Skilled in multitasking while maintaining a positive attitude and client-focused approach.Strong professional telephone etiquette and clear verbal and written communication skills.Comfortable networking with clients, both in person and over the phone.Ability to work effectively as part of a team, collaborating with other professionals.Experience in travel and event coordination, including supply management and equipment maintenance.Must be able to work for any US employer without sponsorship.Sound Income Group is an E-Verify employer. Sound Income Group 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.

Why Anchor Loans?Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $0 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.Position SummaryAnchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by "getting" a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required. Essential Duties & ResponsibilitiesSupport a Sr. Account Executive (AE) in sizing, documenting and getting a loan closedIdentify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sourcesPrimary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etcManage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activitiesEvaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheetsCollaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goalsPre-qualify loan packages when borrowers or brokers require assistanceWork directly with potential borrowers to obtain initial documentationMonitor pipeline reports to determine status of all loans and act to alleviate any potential problemsBe a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer basesMaintain constant and transparent dialogue with customers to keep them informed of status on submitted loansLearn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocksPerforming related duties and special projects as assignedRequirementsStrong work ethic and willingness to take initiativeHigh level of organization and detail-orientation, a mustAdvanced problem-solving and analysis skillsHealthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environmentDemonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plusExcellent communication; superior oral and written skillsStrong knowledge of spreadsheets, databases and presentation softwareAbility to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it doneProficient in Microsoft Office, with aptitude to learn new software and systemsPreferred, not required•Bachelor's degree in accounting, marketing or financeWork Environment:This a hybrid position that requires in-office attendance four days per week at our office in the Ballantyne area of Charlotte, NC. Five days a week in office is encouraged.CompensationThe base pay range for this position is $6 ,000 to 75,000 per year plus an incentive compensation bonus.What We Offer:The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insuranceGenerous sick leave & vacation benefits for rest, relaxation, and personal pursuitsHighly competitive performance bonus401(k) retirement program with employer matchTuition reimbursement toward professional developmentWorkplace Celebrations, Team Building, Charity Drives, and Food Truck luncheonsOnsite gym (Thousand Oaks only)12 Paid HolidaysDiversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

This role is designed to provide valuable mentorship, hands-on experience, and professional development. Over the course of two years, you'll gain in-depth knowledge of the Client Relations Coordinator position, with a clear path to advance into Trinity's Inside Sales or Compliance team. As part of the Client Relations team, you'll take on a variety of responsibilities, including data entry, workflow coordination, and document management. You'll play a key role in supporting compliance, sales, and operational processes, while also engaging directly with our investors via email, phone, and in-person events.

What You'll Do:

• Manage documentation and filing of investor onboarding materials
• Manage investor database information, logging and tracking relevant data points for cross-team use
• Oversee data entry into Trinity's Client Relationship Management (CRM) program, file storage systems, and various spreadsheets
• Finalize and circulate closing documentation to Trinity investors following the acquisition of new investments
• Communicate with investors and third parties including IRA custodians to facilitate the acquisition of new Trinity investments
• Prepare investment summaries/highlights for Trinity's relationship representatives
• Administer and manage databases, including Trinity's investor portal and spreadsheets related to deal flow
• Serve as liaison between investors and Trinity's Investments Team by fielding questions and providing updates on the Company's investments to inquiring investors

• Bachelor's degree in Business, Finance, Marketing, Communications, or a relevant subject completed by start date
• Minimum 3.4 cumulative GPA at time of application
• 2+ years of professional work experience
• Intermediate ability to utilize Excel with little oversight
• Proficient in Word, Outlook, Adobe, and Google Sheets
• Medium to strong working knowledge of finance basics
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
• Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
• Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
• Self-starter: able to identify "what's next" and make meaningful progress with little oversight or structure

• Our doors are open. We love what we do and are passionate about helping our employees grow and develop. Our entire team across all departments promotes an environment of trust and mutual respect.
• Our team members are friendly and dedicated. When we ask our employees about the favorite part of their job, the number one answer is "the people I work with." Trinity hosts investor events, holiday parties, food trucks, team happy hours, and quarterly social gatherings for our employees.
• You will gain hands-on experience in the unique private equity and alternative assets industry. You will have the ability to gain a wide range of operations experience in a fast-paced environment within the private equity industry, where you will have access to resources to help you learn how Trinity is able to create wealth for investors by identifying, structuring, and capitalizing alternative investments that drive long-term prosperity.

Job Type

Full-time

Description

The bottom line - Guldmann is a Great Place to Work!

Guldmann is a Danish company founded in 1980, with offices worldwide. We support our customers by providing them with more "Time to Care" in conjunction with lifting and moving requirements across the entire range of healthcare environments.

As a Client Relations Coordinator, working directly with the Client Relations Manager, you will complete a comprehensive training program followed by a certification period. Upon successful completion of the program, you will be considered for the role of Client Relations Specialist.

After a successful transition to a CRS, you will be a vital member of the Commercial sales team at Guldmann Inc . and responsibilities include:

•Seek out and create new relationships with potential customers and members of the medical and business community

•Utilize the many tools and databases provided and continually feed the sales pipeline

•Build and maintain strong relationships with existing clients and handling inquiries and processing incoming orders

•Collaborate with all areas of Guldmann to ensure all customer needs are met.

•Develop and maintain Guldmann product knowledge and stay current with competitor and industry trends

•Create and execute marketing campaigns to support regional sales.

Client Relations Coordinator (roadmap to progression) includes:

- Completion of a thorough 3 month training program which includes both classroom and hands on experience.

- Step-by-step certification period towards the mastery of skills required to successfully progress into the role of Client Relations Specialist.

Requirements

Requirements

•Bachelor's degree (B.A. or B.S.); or one to two years related experience and/or training; or equivalent combination of education and experience.

•Excellent communication and interpersonal skills

•Ability to work independently and as part of a team

•Knowledge of medical capital equipment and healthcare industry a plus

•Maintain ability to travel by having current license and passport

At Guldmann we pride ourselves on being driven by our corporate FACTS of life.

• Flexibility: We know that whatever may be right today may well be wrong tomorrow. We have no patent on the truth - and act accordingly.
• Ambition: We set high, shared goals - and strive for continual improvement.
• Competence : We know what we are talking about. The skills and knowledge of each individual makes up our shared strength.
• Trustworthiness: We make sure people trust us by trusting one another

De Mott, Curtright & Armendriz, LLP is a stable and fast-paced immigration law firm that's passionate about helping people and we're looking for a bright and compassionate Bilingual Client Relations Coordinator to join our Austin office.

You'll work in a supportive, professional environment where collaboration and growth are encouraged, and your work truly makes a difference.

If you're a people person with a heart for service, a head for problem-solving, and a love for working in a multicultural environment, we want to hear from you.
What You'll Do

As one of the first friendly faces (and voices) our clients meet, you'll be the heart of our Austin office. Your days will include:

• Greeting and guiding clients with warmth and professionalism- on the phone, virtually, and in person
• Scheduling appointments and consultations across multiple calendars
• Handling payments and opening new cases with accuracy and care
• Creating daily reports to help our team stay sharp and on track
• Supporting clients with clear, informed, and compassionate communication
• Flagging urgent issues and helping resolve concerns creatively
• Promoting DMCA values and a positive, collaborative workplace
• Supporting your team and celebrating wins-big and small

• Bilingual in English and Spanish (fluently, please!)
• Friendly, resourceful, and detail-oriented
• Energized by working with diverse communities
• Able to handle confidential information with care
• Confident using Microsoft Office and standard office equipment
• Comfortable juggling multiple responsibilities in a busy legal setting
• Available full-time, Monday to Friday, 8am to 5pm

• 6+ months of accounting or payment handling experience
• A Bachelor's Degree
• Strong leadership instincts and critical thinking skills

• Team culture: We work hard but know how to keep it collaborative, curious, and caffeinated.
• Growth-friendly: We're big on professional development.
• Meaningful work: You're not just moving paper - you're helping people build better futures.
• Prime Location: Our Austin office is located on vibrant South Congress-surrounded by great coffee, local eats, and that signature Austin hustle.

• Competitive hourly pay (based on experience)
• Full-time stability with lots of room to grow
• Employer-paid medical insurance + optional dental & vision
• Employer-paid life and long-term disability insurance
• 401(k) with employer matching
• PTO, paid vacation, and holiday pay
• A team that supports each other
• A mission that gives your work meaning every single day