| Company Name: | McIntosh and Associates |
| Phone: | 9896922200 |
| Email: | casey@focuswealthplan.com |
| Address 1: | 8282 Midland Rd |
| Address 2: | |
| City: | Freeland |
| State: | MI |
| Zip: | 48623 |
| Position Title: | Client Experience Coordinator |
| Number of Openings: | 1 |
| Position Type: | Sales & Marketing |
| Position Type Other Description: | |
| Start Date: | 04/01/2026 |
| Duties: | Be the First Connection That Builds Confidence
At McIntosh & Associates, we help families gain clarity and confidence in retirement. As our Client Scheduling Coordinator, you play a critical role in maintaining the flow of our business by ensuring our advisors’ schedules are full, organized, and running efficiently.
This role operates in a fast-paced, high-accountability environment where responsiveness, follow-through, and attention to detail directly impact the client experience. You will be one of the first points of contact for prospective clients and a key part of delivering a consistent, high standard of care to the families we serve.
This role goes beyond traditional administrative or front desk responsibilities. Candidates must have hands-on experience coordinating schedules, managing client interactions, and working within CRM systems in a professional office environment
What You’ll Do
Coordinate advisor schedules with urgency, accuracy, and strong attention to detail
Schedule financial and insurance appointments to maintain a consistently full and well-structured calendar
Call leads from seminars, marketing campaigns, and referrals with a professional and confident approach
Actively listen during conversations to understand needs and guide prospects toward scheduling
Track, manage, and follow up on all prospects and client referrals to ensure consistent movement and no missed opportunities
Maintain a clean and accurate CRM (Wealthbox) with detailed notes, clear statuses, and timely updates
Confirm appointments and ensure clients are prepared and informed ahead of meetings
Support marketing efforts including seminar preparation, follow-up, and outreach campaigns
Respond quickly to inbound inquiries while maintaining consistent outbound activity
Operate effectively in a fast-paced environment where priorities shift and follow-through is essential
Deliver a high standard of care in every interaction, ensuring clients feel prepared, respected, and well taken care of
Who You Are
Highly organized and disciplined with strong follow-up habits and attention to detail
Comfortable managing a high volume of calls, tasks, and moving priorities throughout the day
Professional and confident on the phone, with the ability to guide conversations clearly
Responsive, dependable, and able to execute tasks quickly without sacrificing accuracy
Tech-savvy and experienced working within CRM systems, scheduling tools, and Outlook
Motivated by structure, consistency, and completing tasks at a high level
Able to balance efficiency with a thoughtful, client-first approach |
| Experience Required: | Required Experience
1–2+ years of experience in appointment scheduling, client coordination, or administrative support in a professional office
Direct experience managing calendars and scheduling for advisors, sales professionals, or multi-person teams
Hands-on experience using a CRM system to track client interactions, notes, and follow-up activity (Wealthbox preferred)
Experience in financial services, insurance, or a similar client-driven environment |
| Wage or Salary: | 45000 |
| Per Year |
| Approximate Work Hours or Days: | 40 |
| Hours |
| How to apply: | Please email cover letter & resume to casey@focuswealthplan.com |
| Posting End Date: | |