Customer Engagement Associate

2 weeks ago

Oklahoma City, Oklahoma, United States CFA Institute Full time

Position Type:
Regular

Your Opportunity

Joining CFA Institute as a Client Service Professional in our Participant Services team marks the beginning of your career with an organization dedicated to fostering your growth in a collaborative and development-oriented environment.

In this position, your contributions will significantly influence the lives of our clients. Our mission is to deliver exceptional service and build trust by engaging in meaningful conversations that address their needs.

Your daily responsibilities will involve managing inbound communications with participants of employer-sponsored retirement plans, offering guidance and solutions, as well as advising on long-term investment strategies.

As you enhance your expertise through ongoing training, both in the classroom and hands-on, you will become a knowledgeable resource on retirement products and services, helping participants identify their needs and propose impactful solutions.

If you aspire to kickstart your career in financial services within a role that values your growth and contributions, this opportunity could be the right fit for you.

What You Have
If finance isn't your background, that's perfectly fine. Individuals from diverse experiences have thrived in this role at CFA Institute.

This position offers a combination of instructor-led training, mentorship, and practical learning during your initial year.

Required Qualifications
  • Availability to work Monday-Friday during the hours of 7:00 AM - 9:00 PM CST, depending on contact center requirements.
Preferred Qualifications
  • Strong written and verbal communication skills, essential for the consultative process in recommending suitable solutions while educating our participants.
  • At least 1 year of experience utilizing computer applications in a professional or academic setting.
  • Excellent listening skills to analyze account information and better understand client needs.
  • Detail-oriented with strong analytical skills to comply with policies and procedures.
  • Ability to adapt to changes in market and business conditions.
  • Open to receiving mentorship and feedback for continuous improvement.
  • Bilingual in Spanish is an advantage.
  • Possession of an active and valid Series 7 & 63 license is beneficial but not mandatory.
  • If unlicensed and interested in obtaining FINRA licenses, we provide a clear pathway to support your career aspirations.

What's in it for You

At CFA Institute, we are committed to empowering our employees' personal and professional success. Our supportive culture and focus on your development ensure you have the necessary tools to make a positive impact in the finance industry.

We strive to balance our commitment to workplace flexibility, client service, and the importance of regular in-person collaboration.

We offer a comprehensive benefits package that supports your overall well-being, including:

  • 401(k) plan with company match and employee stock purchase options.
  • Paid time off for vacations, community service, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

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