Client Engagement Specialist
UniTrust Financial Group
Posted ago
UniTrust Financial Group

Unitrust Financial Group, a prominent financial services organization, is seeking a highly motivated and customer-focused Client Engagement Specialist to join our remote team. If you have a passion for delivering exceptional client experiences, building strong relationships, and providing top-notch service, this is an exciting opportunity to contribute to our clients' financial success and well-being.


  • Act as the primary point of contact for clients, ensuring their needs are met and their expectations are exceeded throughout their journey.
  • Proactively engage with clients via phone, email, and online platforms to provide support, answer inquiries, and address concerns promptly and effectively.
  • Build and nurture strong relationships with clients, becoming a trusted advisor and understanding their financial goals and objectives.
  • Conduct comprehensive needs assessments to identify opportunities for upselling or cross-selling additional products and services.
  • Collaborate closely with internal teams to ensure seamless client onboarding, account management, and issue resolution.
  • Maintain accurate and detailed client records, activities, and interactions in CRM systems.
  • Stay up to date with industry trends, product knowledge, and market developments to provide informed recommendations and solutions.
  • Participate in training and professional development programs to enhance skills and knowledge.


  • High school diploma or equivalent; a Bachelor's degree in Business, Finance, or a related field is preferred.
  • Proven experience in a client engagement, customer success, or sales support role, preferably within the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
  • Strong problem-solving and conflict resolution abilities, with a focus on delivering effective solutions.
  • Detail-oriented with excellent organizational skills, ensuring accuracy and efficiency in managing client relationships and tasks.
  • Self-motivated and customer-focused, with a genuine passion for providing exceptional service.
  • Proficiency in using CRM software and other relevant tools for client management.
  • Ability to work independently and remotely, demonstrating strong time management and multitasking skills.
  • Availability to work flexible hours, including evenings and weekends, as needed.

$79,000 - $92,000 yearly
About UniTrust Financial Group

Join our team at Unitrust Financial Group and lead a high-performing sales team to drive growth and achieve sales objectives within your assigned district. Apply now and be part of an organization committed to providing exceptional financial solutions and services.

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