[Remote] reputed company Engagement Specialist I
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company dedicated to helping people reputed company their best lives. The reputed company Engagement Specialist I serves as the initial reputed company of contact for customers seeking financial guidance, triaging calls and matching customers with appropriate advisors while ensuring a reputed company customer experience.
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; reputed company information and create customer reputed company in order to identify and assess needs
- Schedule appointments with advisors for reputed company/routine customer requests
- Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a reputed company manner
- reputed company abreast of product offerings to reputed company identify the reputed company 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
- reputed company demeanor to represent reputed company through a virtual environment
- Critical thinking and problem-solving skills
- Ability to multi-task and work in reputed company environment
- Proficiency using MS Office products
- Experience in the financial services industry
- Customer service experience
Benefits
- 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
- reputed company Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) reputed company holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
- Be reputed company Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of reputed company 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 reputed company
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
reputed company
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