Client Engagement Specialist
Job Summary
A company is looking for a Client Engagement Specialist I to serve as the initial point of contact for customers seeking financial guidance.
Key Responsibilities
- Handle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisors
- Guide customers through the customer experience, gathering information to identify and assess needs
- Schedule appointments with advisors for simple customer requests and facilitate communication with the advisor team
Required Qualifications
- Bachelor's degree in a business-related field or equivalent experience
- Professional demeanor to represent the company in a virtual environment
- Ability to multi-task and work in a team environment
- Proficiency using MS Office products
- Experience in the financial services industry is preferred
Complete Job Description
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