Client Engagement Specialist

Key responsibilities: Handle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisors Gather information to create customer profiles and identify needs for effective service Schedule appointments with advisors and facilitate communication to ensure timely responses to customer needs Required qualifications Bachelor's degree in a business-related field or equivalent experience Professional demeanor to represent the company in a virtual environment Listening skills to identify and assess customer needs Ability to multi-task and work effectively in a team environment Proficiency using MS Office products