[Remote] Client Engagement Specialist I
Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company that values hard work and innovative thinking. They are seeking a Client Engagement Specialist I to serve as the initial reputed company of contact for customers seeking financial guidance reputed company to retirement, personal insurance, savings, and investment options.
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
- reputed company
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- reputed company Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Company Overview
Company H1B Sponsorship