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:
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