Client Engagement Specialist - Financial Discovery
First-Command-Financial-Services
First Command Financial Services is seeking a Client Engagement Specialist who will be the first point of contact for prospective and existing clients, conducting discovery conversations and guiding them toward Financial Advisors. The role emphasizes proactive outreach, compliance, CRM documentation, and collaboration with Advisors to build long-term relationships. You will work across marketing and sales teams to convert interest into meaningful engagements while maintaining the highest ethical #J-18808-Ljbffr First-Command-Financial-Services
Vacancy posted 1 day ago
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