Client Engagement Specialist

Job Summary

As the initial point of contact for customers seeking financial guidance, the full-time Client Engagement Specialist will manage inbound and outbound communications, triage inquiries, and connect clients with financial advisors while working remotely.

Key responsibilities

• Initiate contact with new customer prospects to introduce the Advice Center and match them with appropriate advisors
• Guide customers through the Transamerica customer experience, gathering information to assess their needs
• Schedule appointments with advisors and facilitate communication to ensure timely responses to customer needs

Required qualifications

• Bachelor's degree in a business-related field or equivalent experience
• Two years of experience in financial services and/or customer service
• Understanding of the financial services industry
• Professional demeanor to represent the company in a virtual environment
• Proficiency in using MS Office products