Client Engagement Specialist
Company: VirtualVocations
Location: Glendale
Posted on: February 5, 2025
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Job Description:
A company is looking for a Client Engagement Specialist II to
serve as the initial point of contact for customers seeking
financial guidance.
Key Responsibilities
Initiate contact with new customer prospects to introduce the
Advice Center and match customers with appropriate advisors
Guide customers through the customer experience, gathering
information to assess needs and create profiles
Schedule appointments with advisors and facilitate communication to
ensure timely address 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
Professional demeanor to represent the company in a virtual
environment
Proficiency using MS Office products
Keywords: VirtualVocations, Casa Grande , Client Engagement Specialist, Other , Glendale, Arizona
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