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Salary and Benefits

Client Engagement Specialist
$43K-$53K / yr. (est.)
$44K
$48,747 / year
$54K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Client Engagement Specialist

What does a Client Engagement Specialist do?

As Client Engagement Specialists, we engage terminated workplace participants in a call center environment, develop and cultivate relationships with a primary focus on client/asset. We provide education-based interactions to help the team make informed decisions regarding their tax-deferred retirement savings. The Client Engagement Specialists handle requests related to various workplace investor plans and products, help participants select individualized solutions that best meet their unique needs, provide extraordinary service, and refer opportunities to Financial Consultants when appropriate. We handle solutions from end to end acting as a single point of contact for simple and sophisticated client requests.

Core tasks:

  • find opportunities to retain assets and increase a greater share of wallet
  • utilize internal CRM and other internal database systems to maintain client relationship records
  • administer trades and transactions with accuracy and meets standards for accuracy and compliance
  • build on existing relationships with investors while communicating basic new product and service developments

Insights

How Many Years of Experience Do Professionals Need Before Becoming Client Engagement Specialist?
On average, people work 7+ years in other positions prior to becoming a Client Engagement Specialist.
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Client Engagement SpecialistPhiladelphia, PA - 9 months ago
whoa! I've been doing a whole lot for nothing. Is all my hard work worthless? 😩
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Client Engagement SpecialistSeattle, WA - 9 months ago
wait, I can't leave this job before 7 years? what a joke! 😤
How Long Do Client Engagement Specialist Employees Typically Stay in Their Roles?
On average, Client Engagement Specialists works in this position for 1-3 years across multiple employers.
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HR CoordinatorHouston, TX - 9 months ago
I can see why some Client Engagement Specialists would only stay for a shorter duration; it requires high adaptability and can be mentally exhausting! 😫
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Marketing AssistantSan Francisco, CA - 9 months ago
Marketing Assistant here! I think 1-3 years can be enough to learn the ropes and move on to more challenging roles. It's all about continuous growth and exploration. 📈
What Is the Job Hopper Score for Client Engagement Specialist Employees?
Moderate job changes in Client Engagement Specialist, showing some career movement without excessive turnover.
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Sales ExecutiveMiami, FL - 9 months ago
This infographic fails to capture the demanding nature of being a Client Engagement Specialist. There's far more turnover in this role than it suggests. 😡
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Operations ManagerSeattle, WA - 9 months ago
The chart may not be entirely accurate, but it's crucial for Operations Managers like me to address any turnover issues within our Client Engagement teams. Let's work on improving it together!

Career path

Path to job

Discover a Client Engagement Specialist's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Client Engagement Specialist typically studied at.
Colorado State University-Fort Collins
Metropolitan State University of Denver

Community

Demographics

What Is the Age and Gender Ratio of Client Engagement Specialist Employees?
Gender ratio in Client Engagement Specialist position: 0.469907407407407 Male and 0.530092592592593 Female. Age ratio in Client Engagement Specialist position: 16-20: 4%, 21-30: 72%, 31-40: 16%, 41-50: 6%, 51-60: 2%, 60+: 0%. Client Engagement Specialist position is predominantly female (53.0%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Client Engagement SpecialistSeattle, WA - 9 months ago
Only 2% of Client Engagement Specialists are 51-60 years old? That's ageism right there!
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Client Engagement SpecialistNew York City, NY - 9 months ago
I wish they had included representation from people over 60. They could bring in valuable experience!

Workplaces

Who Are the Top Employers for Client Engagement Specialist?
Top employers of Client Engagement Specialist position: Gartner, Quest Diagnostics, Quest Diagnostics Health & Wellness. People who work in Client Engagement Specialist position most typically go on to work for the Gartner.
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Client Engagement SpecialistSan Francisco, CA - 9 months ago
Quest Diagnostics and Quest Diagnostics Health & Wellness have excellent employee benefits and work-life balance. It's truly a great place to work!
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Client Engagement SpecialistSeattle, WA - 9 months ago
As a Client Engagement Specialist, it's all about finding the right company culture. Gartner may be prestigious, but it really depends on the team and management you are assigned to.
Gartner
Quest Diagnostics
Quest Diagnostics Health & Wellness
What Industries Does Client Engagement Specialist Typically Have Experience In?
Industry Background: The most typical industries of Client Engagement Specialist: Information Technology, Professional / Scientific / Technical, Finance & Insurance, Health Care, Education. Client Engagement Specialist employees most likely come from a Information Technology industry background.
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Client Engagement SpecialistHouston, TX - 9 months ago
I don't think everyone understands the value that Client Engagement Specialists bring. They play a crucial role in building and maintaining client relationships. 🔥
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Client Engagement SpecialistPhiladelphia, PA - 9 months ago
Client Engagement Specialists make the clients feel heard and understood, bridging the gap between clients and the tech solutions they need. It's an essential position in today's market. 💪

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Discussion about Client Engagement Specialist

Want to know more about Client Engagement Specialist position?
Share your thoughts and ideas about Client Engagement Specialist position with others in our community.
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How is the gender diversity among people working as a Client Engagement Specialist?
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Benjamin Gardner3 years ago
The women/men ratio is well balanced.
What is the typical age of people who work as a Client Engagement Specialist?
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Liam Brown3 years ago
The typical age is 28 for a Client Engagement Specialist.
How much experience is typically required to work as a Client Engagement Specialist?
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Isabella Holmes3 years ago
You probably need around 7 years to work as a Client Engagement Specialist
Which industries are highly likely to employ a Client Engagement Specialist?
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Isabella Holmes3 years ago
Professional / Scientific / Technical is the most probable for a Client Engagement Specialist to work in.
Is a degree needed to work as a Client Engagement Specialist?
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Sophie Hayes3 years ago
As a Client Engagement Specialist you’ll probably need Bachelor of Arts degree
Where are you working as a Client Engagement Specialist?
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Liam Brown3 years ago
It’s common for a Client Engagement Specialist to work for Gartner, Quest Diagnostics, Quest Diagnostics Health & Wellness, Zillow and Zillow Group
How many years do people spend as a Client Engagement Specialist in their career path?
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Sophie Hayes3 years ago
You should work for 2 years before considering changing to another role.
How common is it for a Client Engagement Specialist to jump from company to company?
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Isabella Holmes3 years ago
The job hopper score is medium for a Client Engagement Specialist.
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Disclaimer

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