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Client Engagement Specialist
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 and match them with appropriate advisors Guide customers through the experience, gathering information to assess their needs Schedule appointments with advisors and facilitate communication to address 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
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 and match them with appropriate advisors
Guide customers through the experience, gathering information to assess their needs
Schedule appointments with advisors and facilitate communication to address 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
