Client Engagement Specialist

A company is looking for a Client Engagement Specialist I to serve as the initial point of contact for customers seeking financial guidance. Key Responsibilities Handle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisors Guide customers through the customer experience, gathering information to identify and assess needs Schedule appointments with advisors for simple customer requests and facilitate communication with the advisor team Required Qualifications Bachelor's degree in a business-related field or equivalent experience Professional demeanor to represent the company in a virtual environment Ability to multi-task and work in a team environment Proficiency using MS Office products Experience in the financial services industry is preferred