
Client Engagement Specialist
2 weeks ago
**Join Our Growing Team**
Are you looking for more than “just a job”?
Do you want to build real skills, gain leadership experience, and be part of a dynamic team that values growth and initiative?
We’re on the lookout for a **Full Time Client Engagement Specialist**who is disciplined, proactive, and ready to step up. Whether you’re an undergraduate or a fresh graduate and eager to grow, this role gives you the platform to learn, take charge, and progress in the financial services industry.
**What You’ll Be Doing**
**1. Appointment Scheduling & Client Engagement**
- Connect with prospects and clients confidently over calls and text messages.
- Secure appointments and send Google Calendar invites with close follow-ups.
**2. Policy & Investment Data Preparation**
- Prepare policy summaries and documentation using Excel with precision.
- Update investment performance data, including fund prices and tracking.
- Maintain accurate client records to support smooth operations.
**3. New Business Case Support**
- Coordinate medical appointments when clients require full underwriting checks.
- Ensure a smooth onboarding experience for every client.
**Who We’re Looking For**
- A motivated individual who is Undergraduate or fresh graduates are welcome
- Strong initiative, discipline, and willingness to take ownership.
- Confident communicator on calls, zoom, and messages.
- Comfortable using Excel, Google Calendar, and Zoom
- Ambition to grow into bigger responsibilities and leadership roles.
**What We Offer**
- Hands-on training and mentorship from experienced leaders.
- A young, supportive, and energetic team culture.
- Clear career development opportunities in the financial services industry.
- Salary package that rewards initiative and results
This is not just another desk job — it’s your opportunity to **learn, lead, and make an impact**.
**Job Types**: Full-time, Fresh graduate
Pay: $2,600.00 - $4,500.00 per month
Work Location: In person
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