Job Details

A company is looking for a Client Engagement Specialist I to serve as the initial point of contact for customers seeking financial guidance.Key ResponsibilitiesHandle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisorsGuide customers through the customer experience, gathering information to identify and assess needsSchedule appointments with advisors for simple customer requests and facilitate communication with the advisor teamRequired QualificationsBachelor's degree in a business-related field or equivalent experienceProfessional demeanor to represent the company in a virtual environmentAbility to multi-task and work in a team environmentProficiency using MS Office productsExperience in the financial services industry is preferred