Client Engagement Specialist
Virtual Vocations Inc
As the initial point of contact for customers seeking financial guidance, the full-time Client Engagement Specialist will manage inbound and outbound communications, triage inquiries, and connect clients with financial advisors while working remotely. Key responsibilities Initiate contact with new customer prospects to introduce the Advice Center and match them with appropriate advisors Guide customers through the Transamerica customer experience, gathering information to assess their needs 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 Two years of experience in financial services and/or customer service Understanding of the financial services industry Professional demeanor to represent the company in a virtual environment Proficiency in using MS Office products
- ...Sales Administrator / Client Engagement Specialist Fulcrum Data Center Services is a leader in data center quality, control, commissioning, and infrastructure solutions. We take pride in providing exceptional service and fostering strong client relationships. Our team...SuggestedWork at office
- ...Remote Client Engagement Sales Specialist Task Buddie is growing quickly, and we’re looking for driven Client Engagement Sales Specialists to join our growing team. In this role, you’ll play a key part in fueling our growth in developing new business opportunities, connecting...SuggestedRemote work
$60k
...environment. We are a trust-driven, relationship-first firm where clients come to us during meaningful life moments, and your role is to... ...* Conduct consultation follow-ups and guide prospects toward engagement * Clearly communicate the value of estate planning, elder law,...Suggested- ...SmartEdge Inc is hiring a Client Engagement Specialist to support sales initiatives, customer engagement, and campaign execution. This entry-level role is ideal for individuals who want hands-on experience in sales, marketing campaigns, and client interaction while building...SuggestedImmediate start
- ...your next Sales challenge? We're actively looking for ambitious, self-motivated individuals to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales professionals and newcomers, offering the...SuggestedContract workRemote work
- ...A financial consulting company is seeking a Virtual Representative to engage with potential clients, helping them explore financial solutions tailored to their needs. Key responsibilities include initiating contact through calls and emails, responding to inquiries, and...Remote work
- ...A dynamic financial services organization is seeking a Client Engagement Specialist to join its team. This remote opportunity allows flexibility while providing a commission-only compensation structure. The ideal candidate will engage with warm leads, conduct virtual...Remote work
- ...A growing remote company is seeking a Client Engagement Sales Specialist to fuel business growth through effective outreach and lead qualification. You'll research prospective clients, connect via phone, email, and LinkedIn, and coordinate discovery calls or product demos...Remote work
- ...A leading global manufacturing firm is seeking a Client Engagement Specialist to support key accounts. This remote role involves collaborating with account managers, managing proposals, and ensuring customer satisfaction. The ideal candidate has excellent customer service...Remote work
- ...Role Overview We are seeking motivated and detail-oriented individuals to join our team as Client Engagement Specialist. In this fully remote role, you will connect with clients, assist with coordination of arrangements, provide personalized guidance, and ensure a seamless...Remote workFlexible hours
- ...A rapidly growing sales organization is seeking a Client Engagement Specialist in Santa Ana, California, offering remote work and an uncapped commission structure. Ideal for both seasoned professionals and newcomers, this role prioritizes nurturing client relationships...Remote work
- ...A growing financial services firm is seeking a Client Engagement Specialist for a commission-only role that offers the flexibility of remote work. This position is ideal for ambitious individuals and provides an uncapped commission structure based on performance. Responsibilities...Remote work
- A financial services company is seeking Client Engagement Specialists to join their remote team. This is a commission-only role offering financial products such as IULs, Annuities, and Life Insurance to interested individuals. Ideal candidates are ambitious and self-motivated...Remote work
- ...A dynamic financial services organization seeks a Client Engagement Specialist to enhance client relationships and deliver engaging presentations remotely. This commission-only position allows self-motivated individuals to focus on closing high-quality leads without the...Remote workWork from home
$60k
...Client Engagement Specialist Working under minimal supervision of the Manager of Customer Experience, referring only exceptional problems and issues for management review or approval, the Client Engagement Specialist ensures exceptional service delivery and execution...Work experience placement- ...A dynamic sales organization is seeking a Client Engagement Specialist to join their expanding team. This remote role is ideal for motivated individuals eager to enhance their sales careers with comprehensive training provided. You will engage with potential clients,...Remote work
- ...A growing sales organization is looking for Client Engagement Specialists to join their remote team. This commission-only role provides the opportunity to earn uncapped commissions through effective client engagement and presentations. Ideal for both seasoned professionals...Remote work
- ...A remote travel service provider seeks Customer Engagement Specialists to connect with clients and assist in booking coordination. In this role, candidates will engage with clients via email and phone, provide personalized recommendations, and ensure professional interactions...Remote workFlexible hours
- A dynamic financial services company is seeking a motivated Client Engagement Specialist to join their team. This remote position offers the flexibility to work from home while fostering client relationships and delivering engaging presentations. You will benefit from...Remote workWork from home
- ...A dynamic sales organization is seeking Client Engagement Specialists for a 1099 commission-only role focused on building client relationships and delivering engaging product presentations. This position offers remote work flexibility and an uncapped commission structure...Remote work
- ...Client Engagement Specialist We're looking for the type of person who likes to start their day with a passion to protect healthcare providers, patients, and the surgical equipment. Each day we strive to make a difference. It's what gets us up in the morning. Our greatest...Casual workWork at officeLocal areaDay shift
$25.5 - $29.96 per hour
...Client Engagement Specialist Hiring Range: $25.50-$29.96. Schedule: M-F, 8:00am-5:00pm. Applicants are encouraged to apply by May 15th, however, this position will remain posted until filled. Be the face of Economic Services in the Roaring Fork Valley! We are...Work at officeLocal areaFlexible hours$37.78 - $41.72 per hour
DESC is seeking a Client Engagement Specialist in Seattle to engage clients and manage crises within the community. The role involves proactive client interaction, maintaining a welcoming atmosphere, and enforcing clinic rules. Ideal candidates have experience in behavioral...Hourly payFull timeAfternoon shift- ...required systems for annual updates of COI, safety, and organizational information (e.g., MyCOI, Compliance Depot, Browz, Avetta). Engage in daily operations using the NSA SharePoint tracker or other systems as required. Act as a liaison between internal and...Live inRemote workHome officeFlexible hours
$45k - $70k
...Sales & Client Engagement Specialist Are you a go-getter with a passion for helping people and a knack for closing high-ticket deals? Do you thrive in a fast-paced environment where every lead is an opportunity waiting to be seized? If so, we want YOU to join our dynamic...Flexible hoursNight shiftWeekend work- ...A financial services organization is seeking a Client Engagement Specialist to join their remote team. Ideal candidates are ambitious, self-motivated individuals who are eager to enhance their sales careers. Responsibilities include building client relationships, delivering...Remote work
$30 - $38 per hour
...A leading health and wellness organization is seeking a Client Experience Coordinator to support clients through their wellness programs. This remote role involves direct client engagement, tracking progress, and providing assistance to ensure clients stay on track. Ideal...Hourly payRemote workFlexible hours- ...Inside Sales/Client Engagement Specialist Ready to thrive in a fast-paced, high-energy real estate environment? We're expanding our team in the following convenient locations: Ellicott City, Frederick, and Towson (MD), and Chantilly (VA)and looking for driven professionals...Full timeWork at officeFlexible hoursWeekend workAfternoon shift
$24 - $29 per hour
...health services tailored to the unique needs of our clients. Our practice is known for its innovative approach... ...support. Position Overview: The Client Relations Specialist will play a vital role in the initial engagement and intake process for new clients. This position...Work from home- A financial services company is looking for a motivated Client Engagement Specialist to join their team. This remote role is perfect for both experienced sales professionals and newcomers, offering uncapped commissions based on performance. Responsibilities include engaging...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Engagement Specialist. Be the first to apply!
- customer service representative csr United States
- customer retention representative United States
- service representative United States
- client retention specialist United States
- bilingual customer support specialist United States
- customer service associate remote United States
- customer service representative ii United States
- international customer service representative United States
- employee relations assistant United States
- full time customer service representative work from home United States


