Client Engagement Specialist
Location
United States
Posted
9 days ago
Salary
$44K - $46K / year
Job Description
Job Requirements
- Bachelor’s degree in a business related 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 (preferred).
- Customer service experience (preferred).
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- 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 New York 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
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