Client Engagement Specialist

1 day ago


Stockton, California, United States Disability Solutions Full time
Disability Solutions: Where Financial Expertise Meets Personalized Service

We pride ourselves on being a leader in the financial services industry, and our Client Engagement Specialist will play a vital role in delivering exceptional service and building strong relationships with clients.

About the Role

The Client Engagement Specialist will be responsible for developing and maintaining strong relationships with clients, providing personalized financial guidance and advice, and working closely with colleagues to ensure seamless delivery of services.

Responsibilities
  • Build trust with clients by providing expert financial guidance and advice that meets their unique needs and goals.
  • Develop and implement strategies to build and maintain strong relationships with clients.
  • Collaborate with colleagues to achieve business objectives and deliver exceptional service.
Requirements
  • Bachelor's degree or equivalent in finance, business, or related field.
  • Minimum 1 year of experience in financial services or a related field.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups.
Compensation

$24.00 - $25.96 hourly pay, offers determined based on experience, education, and skill set.



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