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Client Engagement Specialist

2 months ago

Erie, Pennsylvania, United States Expivia Interaction Marketing Group Inc. Full time
Job Overview

Salary: $12.50-$14 per hour

We are currently looking for a dedicated Appointment Manager to enhance our client engagement efforts.

Work Environment: This position is fully remote.

The selected candidates will reach out to current clients of Financial Advisers to facilitate the scheduling of meetings aimed at discussing their financial circumstances. New team members will receive comprehensive training on best practices for nurturing the Client/Adviser Relationship.

Why Consider This Role? As our organization expands, there will be opportunities for advancement into Management, HR, and Client Service roles, primarily filled from within our team.

Key Responsibilities:
  • Engage with existing clients of Financial Advisers via outbound calls and emails to:
    • Assess their interest in connecting with Financial Advisers through a series of scripted qualifying inquiries.
    • Maintain regular communication and follow-ups with all current clients.
    • Coordinate reviews of clients' current accounts.
    • Organize the schedules and appointments for assigned Financial Advisers.
    • Most clients contacted will have established relationships with their Financial Advisers and are expecting the outreach.

Important Note: This role does not involve cold calling or sales activities.

Professionalism: Appointment Managers are expected to present themselves in a professional manner during all phone and email interactions.

Qualifications:
  • Experience in sales, customer service, or related fields is advantageous.
  • High School Diploma or GED Equivalent is required.
  • Successful completion of a Criminal Background Check is mandatory.
  • Proficiency in Microsoft Office (Word, Excel) is essential.
  • Ability to establish rapport with clients.
  • Strong communication skills and a professional demeanor are crucial.
  • Attention to detail is important.
  • Capability to multitask and manage time efficiently.
  • Consistent positive attitude and effort are expected.
  • A warm and engaging personality is desired.

The base pay for this position starts at $12.50, with an additional $1.50 in performance incentives.

Interested candidates are encouraged to complete the online application and submit their resumes for consideration.