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Client Engagement Associate

Location

United States

Posted

1 day ago

Salary

$38.5K - $49K / year

Seniority

Mid Level

High SchoolEnglish

Job Description

Client Engagement Associate

Empower

• Conduct a high volume of outbound and inbound calls to prospective and current clients who have expressed interest in financial services • Generate interest and qualify clients for meetings with Financial Advisors to discuss goals, investment strategies, and financial planning needs • Schedule and confirm appointments, ensuring a high completion rate for advisor meetings • Engage clients via phone, chat, and email to answer questions, provide guidance, and enhance the client experience • Utilize pre-defined scripts and sound judgment to assess client needs and determine appropriate next steps • Gather and document client information, including financial needs, goals, and relevant screening details • Accurately record all client interactions in CRM systems • Partner with Financial Advisors regarding prospective client opportunities and handoffs • Troubleshoot issues related to the financial dashboard and escalate to technical support when needed • Route client inquiries to appropriate departments for additional support • Perform administrative and reporting duties as assigned • Ensure compliance with all regulatory requirements, policies, and procedures

Job Requirements

  • High school diploma or equivalent required; associate degree preferred
  • Previous experience in financial services, sales, or client engagement preferred
  • Strong verbal, written, and listening communication skills
  • Excellent organizational, time management, and follow-up abilities
  • Ability to work effectively in a fast-paced, team-oriented environment

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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