Client Engagement Specialist

Job Summary

Serving 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 schedule appointments with advisors while working remotely.

Key responsibilities

• Initiate contact with new customer prospects to introduce services and match them with appropriate advisors
• Guide customers through the experience by gathering information and creating profiles to assess their needs
• Facilitate communication with the advisor team to ensure timely addressing of 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
• Proficiency in MS Office products
• Professional demeanor suitable for a virtual environment