[Remote] Client Engagement Specialist I

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Client Engagement Specialist I to serve as the initial reputed company of contact for customers seeking financial guidance. The role involves handling inbound calls, guiding customers through the service experience, and scheduling appointments with advisors.

Responsibilities

• Handle calls from new customer prospects (reputed company phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer reputed company inquiries to higher level staff
• Guide customers through the reputed company customer experience; gather information and create customer profiles in order to identify and assess needs
• Schedule appointments with advisors for simple/routine customer requests
• Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner
• reputed company abreast of product offerings to reputed company identify the value proposition to customers

Skills

• Bachelor's degree in a business reputed company field or equivalent experience
• Ability to communicate in a friendly and persuasive manner
• Listening skills to identify and assess customer needs
• Professional demeanor to represent the company through a virtual environment
• Critical thinking and problem-solving skills
• Ability to multi-task and work in a team environment
• Proficiency using MS Office products
• Experience in the financial services industry
• Customer service experience

Benefits

• Annual Bonus based on the Company Bonus Plan/Individual Performance
• Quarterly bonus opportunity

Company Overview