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.

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.