Client/Customer Support Rep

Client Relations Representative Location: Salt Lake City, UT | On-site Full-time + Local Travel

Who We Are At Retirement Income Source , a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. Position Summary This is a sales-focused client relationship and business development role, not a traditional administrative support position.

The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.

Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.

Key Responsibilities Sales Development & Appointment Setting

Approximately 70% of this role is phone-based client outreach and relationship-building activity.

Accurately document all client interactions and activity within CRM systems.

Track and report key performance metrics, including outreach volume, appointments scheduled, kept appointments, and conversion outcomes.

In partnership with Advisors and the Marketing team:

Support the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.

Assist with attendee registration, check-in, and event-day support.

Maintain accurate client records and CRM data integrity.

Monitor and report on outreach activity and performance metrics to support business objectives.

Demonstrate accountability for individual performance goals and team success.

2+ years of experience in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client-facing relationship management role.

Ability to work independently, maintain accountability for performance goals, and consistently follow through on commitments.

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.

Physical & Work Environment Requirements Reliable transportation for local travel to attend dinner seminars and events is required. Office-based role with routine use of telephone and email.

Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

100% employer-covered medical benefits and HRA account

Dental & vision plans

Short and long-term disability insurance

PTO + 10 NYSE company holidays per year

Retirement Income Source is an E-Verify employer.

Retirement Income Source 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.