Client Engagement Specialist
About The Position
If you are ready to start your career in financial services, or already have experience and are looking to be part a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering an outstanding customer experience. As a Client Engagement 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. 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. For our Service & Acquisition Specialists, every customer interaction is an opportunity to have a lasting impact and bring this belief to life. We are committed to your success! You will receive comprehensive paid training focused on customer service, product knowledge, systems, and so much more. As you gain more experience you will have the support for additional FINRA licensing and other opportunities to grow your career at Victory Capital.
Requirements
- A desire to learn
- Strong communication skills and customer engagement skills
- Flexibility and the ability to work any shift during our operating hours, 7:30AM CT - 7:00PM CT Monday through (Shift differential paid after 6PM CT). During peak season there may be mandatory OT as required.
- No previous experience required
Nice To Haves
- Customer service experience, preferably in a contact center environment
- 2+ years of financial services industry experience and familiarity with mutual funds, 529 college savings plans, ETFs, retirement products, and brokerage experience
- Active FINRA SIE, Series 7, Series 63, Series 66, Series 24
- Experience meeting and exceeding sales, service, and customer satisfactions goals
Responsibilities
- Deliver world-class customer service in an inbound setting
- Educate customers on investment products and services and utilize customer 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
Benefits
- Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
251-500 employees
