Client Engagement Specialist

General Summary and Purpose: If you are ready to start your career in financial services or already have experience and are looking to be part of a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering an outstanding customer experience. As a Service & Acquisition Specialist, you will operate in an inbound investment center where you will have an opportunity to impact customers through financial education and product specific support with mutual funds, 529s, and retirement accounts. You will receive comprehensive paid training focused on customer service, product knowledge, systems, and more. As you gain experience you will have support for additional FINRA licensing and career growth opportunities. Everything we do is rooted in a strong belief that through our products and services we can help every investor achieve their unique financial goals no matter how big or small. You will: Deliver world-class customer service in an inbound setting Educate customers on investment products and services and use interactions to broaden the relationship with Victory Capital Prioritize multiple tasks and navigate multiple internal systems Demonstrate compassion and empathy Operate in a scheduled work environment Be a problem solver Maintain knowledge of Victory Capital products, policies, and remain current on financial markets and regulations You Have: A desire to learn Strong communication and customer engagement skills Flexibility to work any shift during operating hours, 7:30 AM CT – 7:00 PM CT Monday through Friday (shift differential paid after 6 PM CT). May require overtime during peak season. Preferred Skills: Customer service experience, preferably in a contact‑center environment At least 2 years of financial services industry experience and familiarity with mutual funds, 529 college savings plans, ETFs, retirement products, and brokerage experience Experience meeting and exceeding sales, service, and customer satisfaction goals Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401(k) plan with a generous employer match. Target Compensation The target base salary range for this position is $42,000 – $52,000. Salaries are determined based on internal equity, market data, applicant’s skills and prior experience, certain degrees, and certifications. Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package. Equal Opportunity Employer We are committed to equal employment opportunity without regard to race, color, creed, religion, national origin, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy‑related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service, veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race. We also do not discriminate on any other characteristic protected by applicable federal, state, or local laws and ordinances. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr