Client Engagement Specialist

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